As Partner and Managing Director – Investments, I find that getting to know your goals and dreams is the key to a good financial strategy. The process involves sitting down and listening closely while asking a lot of questions to understand just what you want out of your investment plans. Not only does this help me recognize your priorities and wishes, but I believe it also helps build trust.
After this discovery process, I work with my team members to craft a portfolio geared toward investment management, estate investment planning and wealth preservation. As a discretionary portfolio manager, I develop and maintain complex financial strategies. I believe this model adds more flexibility, consistency and efficiency as the markets change and portfolios are adjusted. Your plan is executed with attention to detail and a high level of service so you know you'll be taken care of every step of the way.
I'm a proud alumnus of Vanderbilt University where I played football. I began my financial career in 2000 with AG Edwards, a predecessor firm of Wells Fargo Advisors, so I feel as if I've come full circle.
I have been named to the Wells Fargo Advisors Platinum Council in 2019, 2020, and 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
- Vanderbilt University - Degree in Human & Organizational Development
Previous Career Experience
- A.G. Edwards & Sons, Inc., Financial Advisor
- Senior Vice President, Morgan Keegan
- Senior Vice President, Morgan Stanley
Away from the Office
When I'm not in the office, I enjoy spending time with my wife, Sherrie, and our four children.
In addition to coaching many of my children's teams, I have served on the board for CASA of North Alabama, an organization dedicated to finding caring advocates for children in need in the state of Alabama and also worked with the Entrepreneurial Center in Decatur.