PRINCIPAL

WEALTH ADVISOR

Industry Experience: 16 years

• Graduate, Auburn University – B.S. Business Administration
• Previous to L&W, Wealth Manager in Private Banking at Cadence Bank and Wells Fargo, and Financial Advisor at Morgan Stanley
• Founding Board Chair, Community Foundation of Greater Huntsville and served for 11 Years
• Board Member, HudsonAlpha Foundation
• Former Member, Board Chair of the Leadership Greater Huntsville
• Past service as, Chair of Relay for Life, Advisory Council of Huntsville Mayor Tommy Battle, and Chair of the National Leadership Conference
• Received the Compass Award from the Community Foundation for service and honored as Professional Advisor of the Year by Community Foundation
• Married with two grown children