Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies

Education

  • Bachelor of Science, Business and Finance, Jacksonville State University, Jacksonville, AL

Previous experience

  • UBS Financial Inc, 2000-2022
  • Morgan Keegan & Company, Inc, 1995-2000
  • Dean Witter Reynolds Inc., 1979 - 1995

Community participation

I volunteer as a fishing guide in the Fall and Spring helping the children of Gold Star Families learn how to fish using the lake and wonderful resources provided by Iron Horse Farms near Marion, AL. I also oversee the youth apprenticeship summer program at Sloss Furnace, in addition to my role as a Board Member,

  • Past Vice Chairman Sloss Furnace Historical Landmark Board

Interests

I am an avid fisherman, as well as a fan of all televised sports. I also enjoy playing golf, spending time with family, and making good use of the outdoor grill.

My photos

2 albums
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