We help our clients achieve financial independence with a consistent wealth management process that we implement with customized advice and solutions and an individualized high level of service. My career as a financial advisor began in 1992 when I took a position with a regional investment firm, Sterne, Agee & Leach. In 2009, I decided to join Morgan Stanley Wealth Management to take advantage of the capabilities and vast resources available within the firm. I am a Chartered Retirement Plans Specialist or CRPS which was attained through The College for Financial Planning. Our clients include high net worth individuals and families as well as private businesses and corporate retirement plans. Our mission is to develop a comprehensive understanding of each client's objectives, liquidity needs, time horizon and risk tolerance in order to design a customized investment strategy using the firm's broad array of resources to help them achieve their financial goals. I volunteer my time working with Big Brothers Big Sisters of South Alabama, The Rotary Club of Mobile, as well as Gulf Coast Multiple Sclerosis Avengers. I am also active in various social organizations in the community. When out of the office, I enjoy spending time with my wife, Kelsey, and our three sons, William, Lawler, and Matt. I also enjoy tennis, pickleball, guitar, fishing, biking and running. Areas of focus: 401(k) Rollovers, 529 Plans, Alternative Investments, Annuities, Asset Management, Estate Planning Strategies, Fixed Income, Life Insurance, Long Term Care Planning, Qualified Retirement Plans. 