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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Employee Stock Options
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning

Education

  • B.S. in Ecomomics from Florida State University

Previous experience

  • Senior VP of Investments / Financial Advisor - JHS Capital Advisors, 2010-2015
  • Senior VP of Investments / Financial Advisor - Merrill Lynch, 2009-2010
  • Senior VP of Investments / Financial Advisor - Morgan Keegan, 2005-2009
  • Vice President - AmSouth / Regions Bank, 2003-2005

Community participation

Active participant with several charity organizations including: American Lung Association, American Cancer Society, Toys for Tots, March of Dimes.

  • American Cancer Society
  • American Lung Association
  • March of Dimes
  • Toys for Tots

Interests

Family and friend, college and professional football, baseball, and exotic cars.

My photos

2 albums
close