MANAGING DIRECTOR

WEALTH ADVISOR

Industry Experience: 28 years

• Graduate, University of Alabama at Birmingham – B.S., Accounting
• Formerly with BBVA Wealth Solutions, Inc., AmSouth Bank, Charles D. Haines, LLC and The Welch Group
• Currently serves as voting member of L&W’s Client Service and Operations Committee
• 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
• Incoming board member, University of Alabama at Birmingham National Alumni Society