I will work closely with you to help organize your financial life and give your wealth the attention it deserves. At the heart of my philosophy is the time I spend working to understand your family needs and how you prioritize your goals.***For business owners, I’ll learn how your business is structured, who you share your decision making with and your intentions for building a business succession and retirement plan.***My approach is to offer you knowledge and forward planning - using sound fundamental and rigorous analysis - to help simplify the path forward and build strategies to advance your financial well-being.***My commitment is to be transparent with you about your progress and unwavering in my determination to offer high-touch, personalized service and responsiveness. I believe the relationship we build can offer you meaningful support to help you follow your financial strategy during career and family growth, market volatility and unpredictable events. I would like you to see me as your go-to person for help with nearly anything financial.***I’ve worked hard for my credentials and can help you with extensive knowledge on a range of customized financial strategies designed to help grow and preserve your wealth, support your lifestyle after the sale or transfer of a business, and pass your wealth to the next generation.***I earned the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute™ and taught in conjunction with the Yale School of Management in New Haven, CT.***In addition, I completed my CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the CFP Board of Standards, Inc after completing the education component at Bryant University in Smithfield, RI.***I have volunteered to work with prison ministries including both Kairos and CityHope. I have also volunteered with Outback America and the Rotary Club of Mobile.When it’s time to relax, I enjoy golfing, hunting and fishing. My wife and I reside in Spanish Fort, AL.