I have always been focused on the financial world. What moves the market and why has always been interesting to me. I wanted to work in a career that lets me use that interest to help others build wealth and reach financial goals. After serving in the United States Marine Corps, I went to the University of Alabama and attained a degree in business administration. After college, I worked for the City of Tuscaloosa in Alabama for 10 years.

Everyone is different. When I am with a new client, I want to meet them where they are with their financial knowledge or position. Identifying a financial goal, whether that is planning for retirement, college savings or growing legacy wealth, I will consider your position and objectives and develop a strategy to help reach that goal.

I enjoy getting to know my clients and building relationships. This helps me serve their financial needs by knowing their motivations and goals on a deeper level. There is a lot more to your financial picture than pie charts and graphs.