I moved from Memphis to Birmingham in 2010 to attend Samford University, and I’ve remained a resident here ever since. I'm married to Caroline. We have one child, Weston, and a yellow Labrador, Moose. We are members of Oak Mountain Presbyterian Church, and I enjoy spending my free time playing golf, running, and hunting.
Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind they’ve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you.
- B.A. in Finance, Samford University (2014)
- Earned Chartered Life Underwriter (CLU®) designation
- Passed Series 7 and 66 Exams
- MassMutual Rising Leaders award recipient, 2018