Why I do what I do
Why I do what I do
I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.
I serve members in…
a variety of communities, but I own an office suite in southeast Huntsville, Alabama.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.
I enjoy working with…
retirees, young families, and anyone serious about creating wealth and security for their family.
I attended…
Birmingham-Southern College. I graduated in 1992 with a degree in financial management.
I am very proud of…
my 20 years as registered representative and my Certified Financial Planner™ designation. Also, last year I was honored to be in the President's Club.
Before Modern Woodmen, I…
worked for a local bank, Merrill Lynch and Prudential Securities.
I chose Modern Woodmen because…
as a fraternal organization built for our members, I can concentrate on helping people.
The best part of my career is…
seeing how my work helps people retire on their terms. It is a joy when I can see a person retire and not have to worry about their finances.
Also…
I assist college students online with their homework in finance courses. I enjoy sharing my knowledge of finance and helping students excel in their classes. The picture on the right is my office. If you plan on visiting me, this is the outside of my building.