MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. as branch manager in 2013 and facilitated the opening of our Birmingham office. I started my financial services career in 1989.
Outside of work, I like to spend time with my wife, Marian; and our three adult children named Katie, Carol Anne, and Carmen. I also enjoy golf, hunting, saltwater fly fishing, and sports — I’m an avid Auburn University fan. In addition, I enjoy travel, food and wine.
AREAS OF CONCENTRATION
- Asset Allocation
- Business Owners
- Financial Planning Strategies
- Investment Strategies
- Portfolio Construction
- Retirement Income Planning
- Wealth Management
EDUCATION AND CREDENTIALS
- Auburn University, Bachelor of Science Degree in Marketing
- ACCREDITED ASSET MANAGEMENT SPECIALIST℠, or AAMS®