850 Shades Creek Parkway
Birmingham, AL 35209
Toll Free: 855-977-9001
My Community Activities
- Monday Morning Quarterback Club benefitting The Crippled Children’s Foundation, Board Member
- The Country Club of Birmingham, Board Member
- Cathedral Church of the Advent, Member
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®
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALIST℠, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.