With over fifteen years of both financial study and planning experience, my goal is to guide you along your path to financial independence and help turn your life long dreams and goals into actionable financial accomplishments. My team and I build a financial plan based on your individual situation and actualize that plan using our proprietary process, “The Essential FORMula™.” Our process puts all of the pieces of the financial puzzle together so our clients have the complete picture. I work specifically with individuals and their families who, among other things, aspire to a work-optional lifestyle and desire to secure or maintain a family investment legacy.
I hold a Bachelors Degree in Finance and am happily married to my high school sweetheart. We are proud parents of twins (a boy and a girl!), have been married nearly 20 years and LOVE to travel. We are natives of Alabama having grown up on the Gulf Coast, and are both alumni of the University of South Alabama. We are passionate about community improvement and outreach programs, serve in our local church, and I am proud to sit on the Board of Directors for Eye Heart World; a non-profit organization raising awareness and taking action against human trafficking. I also earned Dave Ramsey’s endorsement for Investing, serving as an Endorsed Local Provider (ELP) from 2010 until the Investing ELP Program ended in August 2016. I now serve as a SmartVestor Pro for Ramsey Solutions instead.