About Us

Focus

While I was attending the University of South Alabama my mother was diagnosed with dementia. I was appointed to manage her financial affairs and hence lead to a career as a financial advisor for the past 30 years.  I enjoy building long-term relationships with my clients and their families as their trusted financial advisor.  I utilize the Envision® planning tool to help create a plan that is designed to guide them through retirement.  I work with retirees, business owners and widows with lifetime income, wealth accumulation, risk management, succession planning and estate preservation.

 

Background and experience

I earned my bachelor’s degree in finance from the University of South Alabama and later added my Certificated Investment Management Analyst® (CIMA®) certification from the University of Pennsylvania’s Wharton School of Business. 

Prior to joining Wells Fargo Advisors in 2014, I was Financial Advisor Vice President with Smith Barney (1992-2005) and Merrill Lynch (2005-2014).  

 

I meet with each client to determine what is most important to them.  I help clients build a comprehensive wealth plan and work closely with their CPA and Estate attorney.  I work alongside my team to assist client with their plan and review the plan to work towards achieving their goals.

 

Away from the office

I enjoy spending my free time with my wife Stacey for the past 27 years and we have two children. Robert a graduate from Auburn University and also earned his Eagle Scout. Lizzie is at the University of Alabama Birmingham playing D1 Soccer and studying business. 

 

I am a past leader in Boy Scouts Troop 4 where I led two high adventure trips to Philmont, New Mexico backpacking for 67 miles and Canada canoeing and fishing in Quetico National Park.  I am also an active member of Covenant Presbyterian church.  I enjoy traveling with my family, tennis, fishing and golf.   

Focus

With over 25 years of experience in investments and wealth management, my mission is to provide every client with a comprehensive investment plan for their lives and professional portfolio management. Through a long-term investment approach, I help clients develop and implement strategies for building and preserving wealth, and realizing their goals. 


Background and experience

Throughout my career, I have concentrated on building, managing and protecting wealth for individuals, families and business owners. This process begins by listening to clients, to fully understand their current situation and future financial needs. Based upon his analysis, I develop solutions and strategies to help them meet their financial goals. My commitment to clients is to evaluate the progress of their investment plan toward their goals and to communicate recommendations based upon life events and changes in market dynamics.

 

I worked for 10 years with Merrill Lynch before joining Wells Fargo Advisors in 2017. My experience also includes a position as financial advisor with A.G. Edwards & Sons. I hold a degree in Business Marketing from The University of Alabama and a Masters of Business Administration from Samford University. With an emphasis on continuing education I have also earned the CERTIFIED FINANCIAL PLANNER®, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP® Board). 



Away from the office

My wife and I, as well as our two daughters, are long-time residents of the Vestavia Hills community where we are active members of Shades Mountain Baptist Church. I enjoy traveling, camping, hiking, fly-fishing and many other outdoor activities.

Focus

As a Financial Advisor, I recognize the importance of effective communication in building and maintaining successful client relationships.  I am passionate about taking good care of my clients.

  

Background and experience

After graduating from The University of Alabama with a BA in Business Administration, I worked for 4 years with the U.S. Treasury Department as a National Bank Examiner, and eleven years as a Comptroller for a mining company.  

 

I have been a Financial Advisor for 37 years, and the past 19 with Wells Fargo Advisors, helping clients on their financial journeys. 

 

In 2014 I began working with Jim Hill, and in 2019 with Craig Kirby.  The team focuses on providing the highest level of service and professional integrity for each of their clients.  I have been an active member of the Birmingham community for over 50 years.

 

Away from the office

I enjoy spending time with my wife, Karen.  I also enjoy playing golf, traveling, playing music and watching Alabama football and basketball.

Focus 

As a Financial Advisor, I specialize in building plans for our younger clients during their accumulation phase of their career, help our retired clients use their hard earned money to live their best life, and help provide a succession plan for the next generation. I do this by building lifelong relationships where I gain an understanding of their entire financial picture and implement a strategy designed to help achieve their life goals. 

Background and experience 

I am a second generation Financial Advisor working with a team with over 100 years of experience in wealth management. I graduated from the University of Tennessee in 2015, earning a Bachelor Degree in Finance.  After graduation, I started a career in consumer banking where I helped clients leverage their debt to help them succeed financially and provided solutions to their unique situations. I believe this provides a seamless transition into wealth management.  I transitioned to Wells Fargo Advisors as a Financial Advisor in 2019. 

Away from the office 

I enjoy spending time with my wife, Aubrey, our daughter, Hadley, and our dog Wells. My hobbies include skeet shooting, hunting, golf, and traveling.