With over 30 years of experience as a financial advisor, I am dedicated to helping clients navigate the complexities of wealth management with confidence and clarity. My journey into financial advising began while I was attending the University of South Alabama, where I earned a bachelor’s degree in finance. During that time, my mother was diagnosed with dementia, and I was entrusted with managing her financial affairs—a life-changing experience that shaped my passion for guiding others through their financial lives. 

I hold the Certified Investment Management Analyst^® (CIMA^®) designation, earned through the Wharton School of Business at the University of Pennsylvania, and I specialize in working with retirees, business owners, and widows. My focus areas include lifetime income planning, wealth accumulation, risk management, succession planning, and estate preservation.

At Wells Fargo Advisors, where I’ve served since 2014, I leverage tools like eMoney to create customized financial plans that reflect what matters most to each client. I take pride in building lasting relationships and work closely with clients’ CPAs and estate attorneys to ensure a fully integrated wealth strategy.

Before joining Wells Fargo Advisors, I served as Financial Advisor Vice President with Smith Barney (1992–2005) and Merrill Lynch (2005–2014).

Outside the office, I enjoy spending time with my wife of 30 years, Stacy, and our two children, Robert and Lizzie. I am also an active member of Covenant Presbyterian church and enjoy traveling with my family, tennis, fishing and golf.

As a Financial Advisor, I help individuals, families, trusts, retirement plans, charitable organizations, and businesses manage and grow their assets. With a long-term investment approach, I work closely with clients to develop and implement personalized strategies designed to build wealth and achieve their financial goals. My mission is to provide objective, timely advice with the highest level of professional service, focused on both growing and preserving wealth.

I bring almost three decades of experience in the financial services industry, including ten years with A.G. Edwards and another ten years with Merrill Lynch prior to joining Wells Fargo Advisors. I hold a B.S. in Business from the University of Alabama and an MBA from Samford University. Committed to lifelong learning, I have also earned the CERTIFIED FINANCIAL PLANNER^® designation - demonstrating my dedication to meeting rigorous standards in education, examination, and professional experience set by the CFP Board.

I offer clients the clarity and convenience of managing much of their financial lives through a single, trusted point of contact - supported by the resources and strength of one of the world’s premier financial institutions.

Outside the office, I am actively involved in my community, particularly through the Special Needs Ministry at Shades Mountain Baptist Church. My wife, Amy, and I live in Hoover and enjoy spending time with our two grown daughters, Emily and Anna.

As a Financial Advisor, I have 35 years of dedicated experience helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

Before entering the financial services industry, I graduated from UT Chattanooga in Business Management and worked as a Special Agent with Northwestern Mutual. Now a Financial Advisor with the Birmingham office of Wells Fargo Advisors, I take pride in working for a firm that puts you first.

In addition to applicable securities registrations, I hold a Chartered Life Underwriter and Chartered Financial Consultant designations.

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. I have been an active member of the local community for nearly 10 years. I am currently involved with Briarwood Presbyterian Church as an Elder. Away from the office, I also enjoy reading/studying theology and working out. My wife Ashley and I have been married for 36 years and have five children and five grandchildren.

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.