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
- 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