My approach begins with understanding what matters most to you — your goals, your values, and the future you envision. From there, we work together to create a tailored strategy that adapts as life changes. Before beginning my career in financial services, I served 30 years in the U.S. Those decades taught me the importance of preparation, trust, integrity and steady leadership — principles that g
uide how I support clients today. I believe financial advising is ultimately about partnership, communication and making informed decisions together. I hold the CERTIFIED FINANCIAL PLANNER® or CFP® certification and the Accredited Asset Management Specialist™ or AAMS® designation. My focus includes comprehensive strategies for retirement planning, tax efficiency, wealth transfer, investment guidance and helping clients navigate major life transitions. Outside the office, I stay involved in community and veteran-focused initiatives and remain passionate about leadership development and service. My wife, Ellen, and I were both raised in Huntsville and enjoy supporting the local community and spending time with our family. I welcome the opportunity to connect, learn what’s important to you, and help you build a financial strategy aligned with your goals and values.
