850 Shades Creek Parkway
Birmingham, AL 35209
Toll Free: 855-977-9001
My Professional Approach
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we do not earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co.
I take the time to get to know my clients and their circumstances. It is, after all, those issues that will drive your financial goals and help form the framework of your investment plan. As we work together, I will ask a lot of questions and carefully listen to your responses. From there, we will work to put a plan together, and meet periodically to assess our progress. We will also use those meetings as an opportunity to update things and make changes, if necessary.
I enjoy helping people plan their financial futures. With over 20 years of experience in the industry, I am most fulfilled when a client comes to me in need of financial guidance and leaves with a feeling of calm and understanding. I am extremely active with the Juvenile Diabetes Research foundation, and serve on the board of Directors for the Alabama chapter. I also enjoy traveling and attending concerts. My wife, Stephanie, and I have 4 children and two dogs.
Education & Accreditation
The University of Colorado at Boulder, Leeds School of Business, Bachelor of Science in Business Administration, 1996
Certified Financial Planner® professional, 2008
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.