I am a Certified Financial Planner™ with deep and broad experience in tax, investment strategies, and retirement income planning. I graduated from both The Altamont School and, later, the University of Alabama, where I earned a bachelor's degree in finance. Working closely with clients both in Alabama and across the country, I take great pleasure in educating and demystifying the complex world of investing and taxes for my clients. I enjoy providing them with practical guidance that empowers them to make informed decisions about their financial future.
In my personal life, my wife Gray and I are the proud parents of two amazing children. We also share a love for our two dogs, long walks, and tennis. Apart from my professional pursuits, I have a deep passion for music. I enjoy playing the guitar and bass, allowing me to express my creativity and unwind. Additionally, I have a keen interest in technology and science fiction, proudly identifying as both a techie and a trekkie. If you become a client, you might just get some free tech support!