Born and raised in Dothan, AL. I earned my Finance and Political Science degree from Auburn University after moving to Birmingham.
I went on to work with Morgan Stanley for several years and was later transferred to the World Trade Center where I worked and trained as a retirement and income planning specialist. After several years there I moved back to Birmingham and worked as the Planning Specialist for the state.
After many years with Morgan Stanley, I transitioned to the bank channels where I specialized in retirement and income planning.
With over 17 years in the retirement planning industry, my primary focus is to help families reach their retirement goals. I currently hold an insurance, Series 7, Series 63, and Series 65 license.
When I'm is not in the office helping clients, I enjoy volunteering for the animal rescue, golfing, fishing, or watching college
I graduated from Auburn University with a Finance Degree and a Minor in Political Science.
17 years in the financial industry. I've worked as a Retirement Specialist for most of the 17 years in both, banking and financial advising firms.
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