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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Investments

Education

  • The University of Alabama - Bachelor of Science Degree in Entrepreneurship and Finance
  • The University of Alabama Manderson Graduate School of Business - Master of Business Administration

Community participation

- Christian Financial Advisor Network (CFAN)

- The Ledges of Huntsville Mountain (Golf Committee, past HOA President)

- Athletic Club Alabama

- The Grove Golf Club of Tennessee

- Community Foundation of Greater Huntsville

- Fellowship of Christian Athletes

- Commerce Executives Society

- Alabama Alumni Association

Interests

- Scratch Competitive Golfer

- 4.0 Singles and Doubles Tennis Player

- Avid Snow Skier

- Mountain Biker

- Love golf course architecture, photography, and travel