My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. Each person's future is like their fingerprint unique while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities: Family Finances Health Home Leisure Work Giving Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less! I began my financial services career in 1978. I have a B.S. degree from The University of Alabama and an M.B.A. from the University of Alabama. I have served clients in the capital markets for 40 years.