MANAGING DIRECTOR

SENIOR WEALTH ADVISOR

Industry Experience: 31 years

• Graduate, University of Alabama at Birmingham – B.S., Accounting
• Member, Financial Planning Association and has held various leadership positions on the national level, as well as past President of the North Alabama Chapter of the FPA
• Member, National Association of Estate Planners and Councils, Alabama Society of Certified Public Accountants and the Estate Planning Council of Birmingham
• Former board member, Estate Planning Council of Birmingham
• Board Member/Executive Committee, University of Alabama at Birmingham National Alumni Society
• Board Member/Treasurer – YouthServe, Inc.
• Board Member, Birmingham Club of Zonta International