I grew up in Hoover, Alabama, and currently reside in the same area. I attended the University of Alabama and have a deep-rooted history in the financial industry. Outside of work, I enjoy playing golf, despite not being the best at it. My family is my greatest joy and source of inspiration, and I actively engage in volunteer work to give back to the community. As a member of the Saint Peters community, my faith guides me to foster compassion and empathy in all aspects of life. Connecting with clients on a personal level is important to me as I provide financial guidance and support.

I provide total financial needs analysis through a network of experienced professionals with expertise
in:

• Advisory services (must be affiliated with MMLISI’s corporate RIA to include this item)
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services