My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.
I am the Vice President of Investment Services, and hold a series 7 & 66 securities registrations, as well as my life and health insurance license with ProEquities as my broker dealer. I am licensed in the following states; AL, GA, NJ, & FL.
After several years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.
I live in Eva with my spouse Michael and (daughter Autumn. In our spare time, we enjoy scuba diving and spending weekends on the lake, boating and swimming. I am a member of The Cullman Area Chamber of Commerce and serve as an Abassador for the Chamber as well as a member of The Cullman Area Business Networking (CABN) Chapter of BNI curently serving as a Corrdinator and feel a commitment to our community.
Vice President Investment Services