I provide comprehensive, holistic financial planning and investment advisory services to high-net-worth individuals and families. As my clients’ personal CFO, I provide independent, objective financial guidance to help my clients build, protect, and preserve their wealth.
I believe in cultivating lasting relationships with my clients. To do that, I focus on each client’s specific needs to help them meet their short- and long-term goals, all while helping give them peace of mind.
I earned a B.S. in finance from the University of Alabama.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.