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.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Cycling
  • Camping
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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