Focus
As a Client Associate working through the transition to becoming a Financial Advisor my focus is deepening my knowledge of financial planning, investment strategies, and client relationship management. I aim to leverage my experience supporting clients and advisors while developing the skills, confidence, and expertise needed to independently build trusted client relationships and provide comprehensive financial guidance.
Background
I am from Athens, AL. I am an alumnus of the University of Alabama in Huntsville where I received a Business Finance degree and played baseball.
Education
- University of Alabama in Huntsville - Business Finance
Previous Career Experience
- Pepper, Johnstone & Company - Insurance Producer
Away from the Office
My wife, Allie, and I live in Athens, AL. Outside of work I like to hunt, travel, and most importantly hang out with my family.