For more than 20 years, I’ve had the privilege of helping individuals and families navigate life’s most important financial decisions. As a fee-based financial advisor, I specialize in working with successful professionals, retirees, and families who want a thoughtful, disciplined approach to preserving and growing their wealth.

My philosophy is simple: wealth and investment planning should bring clarity and confidence—not confusion. Every recommendation begins with listening. I take the time to understand what’s most important to each client before developing strategies tailored to their goals, values, and circumstances.

Whether we’re building a retirement income plan, managing investments, minimizing taxes, planning for healthcare and long-term care, or creating a legacy for future generations, my objective is to simplify complex financial decisions and provide guidance that clients can trust.  I believe the most meaningful advisor relationships are built on honesty, accessibility, and long-term collaboration. My goal is for every client to know they have someone in their corner who is committed to helping them make wise financial decisions through every stage of life.

Outside the office, I’m blessed to be married to my wife, Kelly, and we’re the proud parents of three amazing kids. My faith is an important part of my life and influences how I strive to treat others—with integrity, humility, and genuine care. When I’m not working with clients, you’ll usually find me spending time with my family, on the golf course, or cheering on my favorite team (Go Seminoles!).

Helping people gain confidence about their financial future is more than my profession—it’s a responsibility and a calling I truly enjoy.

CA Insurance License Number: 4382219. Resident State AL

For more than 20 years, I have had the privilege of supporting clients with the operational and service needs of their investment accounts. As a Client Associate, I work closely with clients and Jesse to open accounts, process distributions, and help address account-related questions and service requests.

Building strong relationships is one of the most rewarding parts of my role. My goal is to help ensure every client feels heard, valued, and above all, confident that they have someone they can rely on when those service needs arise.

Outside of the office, I enjoy spending time with my husband, Chip, watching and reading true crime stories, working on needlepoint projects, and connecting with friends. During football season, you'll often find us cheering on SEC teams, even though we support different schools.

I take pride in helping clients navigate operational and service-related matters with confidence, care, and a personal touch.