Growing up in Birmingham, I learned at an early age that I enjoy helping people and I have an aptitude for math. This helped me decide that a career in investment planning was the right path for me. For over 17 years I have helped my clients accomplish many goals including early retirement, transitioning family businesses and charitable gifting to name a few. The last seventeen years have seen a number of changes for me, both personally and professionally. My Crimson Tide are on a tremendous winning streak, which was far from the case while I was in school. I met my amazing wife, Erin, and have two beautiful daughters, Abigail and Emma. I spend most of my free time with my family but on occasion I sneak out to play golf or work on my latest woodworking project. I start every day at PhysWell fitness & rehab in Ponte Vedra, where the staff does an amazing job of helping me learn to live healthy inside and out. I find their approach to helping me focus on my long term goals very similar to how I manage my practice. I look to help every client define what goals are important. Then we create a customized strategy to accomplish their needs. If this is the kind of relationship you are looking for please email me at This information is intended for use by residents of Alabama, Colorado, Florida, Georgia, Illinois, Minnesota, Mississippi, North Carolina, New Jersey, New York, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Utah only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on