Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans

Education

  • Bachelor of Science, University of South Alabama

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016
  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Labor Relations and Human Resources Manager, Mercantile Stores Company, Inc., 1975 - 1993

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.

Interests

  • I collect antique maps.
  • I am a lover of history and politics.
  • And most of all, my wonderful wife, Jenny.

My photos

2 albums
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