I had always been determined to carve my own path, trying not to follow directly in my dad’s footsteps. This wasn’t anything against him, it’s just how I’m wired. But after years of watching him make a real difference in his clients’ lives, always with respect, integrity, and care, I realized that financial services was exactly where I was meant to be. Since then, I haven’t looked back.
I graduated from The University of Alabama in May 2022 with a double major in Finance and Economics and a minor in Personal Wealth Management, making the dean’s list every semester. While in school, I was also part of Alabama’s 400-member marching band and held a leadership position. Balancing academics, band, and leadership taught me discipline, teamwork, and the power of dedication, along with a little bit of grit.
I hold the Series 7 and 66 registrations through LPL Financial, along with life, health, variable products, and property and casualty insurance licenses. I have earned the Wealth Management Specialist™ (WMS™) and Accredited Asset Management Specialist™ (AAMS™) designations from The College for Financial Planning, a Kaplan Company. Most recently, in August 2024, after months of study, professional experience, and passing a six-hour exam, I earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
My life experiences, education, and faith have built a strong foundation for serving clients with purpose, care, and integrity. I am passionate about helping people create financial strategies that deliver real value and support the life they want to live, not just the numbers on a page.
Outside of work, I’m married to my wonderful wife, Madison. We love spending time with our dogs, and enjoy exploring the outdoors together, whether it’s taking long walks, hiking, or simply enjoying time in our yard. Landscaping and designing our new yard has become a shared project and creative outlet, giving us a space to relax and appreciate the results of our efforts.
I deeply value time with family and friends and the simple moments that bring connection and joy, whether it’s sharing a meal, cheering on a favorite team (Roll Tide!), or having meaningful conversations. These experiences remind me that life is not just about planning for the future but also embracing the present, and I bring that same perspective to the guidance I provide my clients.