As Partner and Financial Advisor, I enjoy personal interaction with you and your family as I help develop and maintain complex financial strategies with your goals in mind. I gain satisfaction knowing that the work we do can really help you understand your finances and how to plan for the future.
It all starts with a discovery process, which includes sitting down and meeting with you. As a PIM® Portfolio Manager, I listen to what you want to achieve through investments and then create a strategy that encompasses your goals and objectives. Offering a comprehensive range of services, I consider short- and long-term financial goals when developing integrated investment management, estate investment planning, and wealth preservation strategies. It is an all-inclusive and multi-dimensional approach that fits best if you are looking for a robust relationship with a financial advisor. I believe the appropriate portfolio construction, risk management and plan updates are all part of adapting as the markets – and your life – change.
Like many military families, my four siblings and I have lived in a variety of locations including Europe, Japan, Panama and numerous U.S. States. But my financial career started after my graduation from The University of Alabama in Huntsville.
Recognized for my commitment to clients, 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.
- The University of Alabama, Huntsville
Previous Career Experience
- Northwestern Mutual
- Compass Brokerage
- AmSouth/Morgan Keegan
- Morgan Stanley, Senior Portfolio Management Director and Senior Vice President
Away from the Office
I currently live in Bremen, Alabama with my wife, Alicia, and our daughters, Allie, and Emma. My wife and I are very active with our community. In my free time, I enjoy traveling, offshore fishing, golf and, most importantly, spending time with my family.
The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.