I listen closely to my clients to find the best solutions, not the first.

I’ve been working in financial services since 1991 while attending Samford University in Birmingham. My time working with finances has been going on since I was 12 years old, helping my family every month with our planning. While some might resent that, I never did. A passion for helping others and working with investment planning has been a pillar in my life for as long as I can remember. When working with me, a client knows I am researching to make the best choices for them and developing a distinct investment plan for each stage of my client’s life.

Outside of the office, I enjoy spending time with my wife, Tammy, and our five children. We love to travel and spend time as a family. I also enjoy golfing, Alabama athletics and being active members in our church.