As a financial advisor, it has been my singular focus to partner with individuals and families across our community to tackle what can turn out to be one of life's greatest challenges... Building, maintaining and then transferring wealth. In the process, I strive to make investing easy to understand. As I see it, my role is much more than someone who simply recommends investments. I also have the privilege of being a mentor, coach and confidant.
It is deeply rewarding to be able to help people retire well and to live well in retirement with a sense of clarity and a peace of mind. That is my passion and I am so blessed to be able to do that every day.
My wife, RheeAnn, and I have been married 33 years and we have one daughter. We live in Gulf Shores and we love our "Small Town with the Big Beach". I enjoy serving on the Gulf Shores Library Advisory Board. I am also active in the Coastal Chamber of Commerce and the South Baldwin Chamber of Commerce. RheeAnn is on the Share the Beach Turtle Patrol and she loves it. We both have found personal meaning in our involvement with Alzheimer's Association, of which Edward Jones is the national sponsor.
I am so fortunate to have a great service partner to help me care for our clients and to serve them deeply. Ildi Kis is our Branch Office Administrator. Ildi and I strive to understand what is important to you. I design and implement strategies tailored to your unique situation and then we both communicate with you regularly to help you stay on track. We are both here to walk with you through all the seasons of your life, along with the changes, challenges and celebrations that come with it.
Give us a call; Ildi and I would really like to meet you. We are easy to talk to and we can help you make sense of investing, preparing for retirement and living your best life in retirement.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
Office Address229 E 20th Ave
Gulf Shores, AL 36542 opens in a new window