picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner since 2009. I enjoy sitting down with my clients and helping them get a clear picture of their retirement and other goals they hope to accomplish. As for me, I’ve been Travel around the world since age two, and still love exploring new places now with my son. I’m also a huge fan of college football and minor league hockey.


Chartered Retirement Planning Counselor™



Bachelor of Science, University of Alabama

Visit one of our Locations


3595 Grandview Parkway

Suite 475

Birmingham, AL 35243

Birmingham - Huntsville (Appt Only)

4100 Market Street SW

Suite 100

Huntsville, AL 35808


6075 Poplar Avenue

Suite 407

Memphis, TN 38119

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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