When I first started investing at 18, I trusted my parents’ investment representative, but it didn’t take me long to realize that I hadn’t been presented with all of the available, or even the best, options for my situation. That’s the reason I ultimately became a financial advisor – to enable my clients to make the right financial decisions for themselves and their families.

My investment process encompasses all aspects of my clients’ financial lives and provides me with an in-depth knowledge of their current situation. I work to understand who and what my clients are investing for. Whether that’s leaving a legacy, entering retirement, sending their kids to college or something else, it’s my job to help them achieve those goals while taking the least amount of risk possible. This holistic approach to investing makes my client relationships so rewarding.

Debbie Clendenny, the Sr. Branch Office Administrator, and I have more than 35 years of experience providing exceptional service and support to our clients. Additionally, I hold the CFP® professional designation after passing the rigorous standardized national examination process and completing the ethical requirements. We love having the opportunity to serve the communities of Huntsville and Madison, as well as provide digital services to clients in over 20 states.

Although I was born in Nebraska, I grew up all around the world as part of a military family. I settled down in the Madison area in 1992. My wife, Laura, and I wed in 1995 and have one daughter, Hannah. We enjoy traveling and experiencing new things together. I also enjoy competing in events including IRONMAN Chattanooga 144.6, the Boston Marathon and the Marine Corps Marathon.

For many years, I have been active in the community, serving with organizations including the Madison Chamber of Commerce, Huntsville/Madison County Chamber of Commerce and the Madison Family of the Year Committee, and volunteering with the Huntsville Hospital.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Traveling
  • Cycling
  • Triathlons
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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