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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • Emory University, Atlanta, GA, MBA, 1988
  • The Citadel, Charleston, SC, B.S.B.A, 1983

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Senior Regional New Business Development Officer; Cetera Financial Institutions, Nov 2014 - May 2021
  • Vice President; NBC Securities, Inc, May 2012 - Nov 2014
  • Regional Director; Raymond James Financial Inc, Sep 2008 - May 2012
  • Regional Manager; Synovus Securities, Inc, July 2000 - Sep 2008
  • Financial Advisor; Legg Mason, July 1995 - July 2000

Community participation

  • Member of St. Luke's Episcopal Church
  • Former Board member of the Greater Birmingham Youth Lacrosse Association
  • Retired Captain of the U.S. Army Reserve

Interests

My wife, Heidi, and I enjoy spending time with our children, Conyers and Emma. I also enjoy playing golf and am a former runner who now walks.