As a financial advisor for the past 18 years, my team and I have the privilege of interacting and problem-solving for our clients on a daily basis. Working primarily with successful business owners, corporate executives, and retirees – we use an established process to understand our client's situation and partner with them for life. We have decided to work with a limited number of clients so that we can provide the highest degree of service to each of them. I played collegiate baseball for three years before transferring and graduating from the University of Alabama in 2006. I also attained a master's degree in financial planning from the Capstone the following year. I then opened Edward Jones' second branch office in Tuscaloosa in 2007 and became a limited partner with the firm in 2014. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Asset Management Specialist™ designation, as I strive to continually increase my knowledge of finances, investment strategies and the economic environment. I was named among the Forbes Best-In-State Wealth Advisors in AL for 3 consecutive years, most recently in 2025*. I also qualified to attend the 2025 Edward Jones Impact Conference, which recognizes 489 top Financial Advisors from among the firm's more than 20,000. Our team consists of myself, Sr. Branch Office Administrators Kate Russell and Jennifer Colvin, and Associate Financial Advisor Nathan Lovelady; combined, we have 57 years of experience in the financial industry. Their commitment and support of our clients is instrumental.When I’m away from the office, I love to spend as much time as possible with my beautiful wife, Carrie, and our two children, Luke (7) and Lena (5). *2023-2025 Forbes Best-In-State Wealth Advisors in AL, published 1st trimester each year, data as of June of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.