As a Financial Advisor with more than 30 years of experience in the financial services industry, I advise clients in a broad range of financial areas. My goal is to focus on each client’s unique needs as I believe everyone faces unique needs and financial goals for their future. It is important to me that every one of my clients receives objective solutions that are in their best interest.

The decision to join Summit Financial and was one that came from the desire to provide my clients with a holistic and unbiased approach, backed by a company that offers a wide range of investment alternatives and services. We offer a comprehensive line of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds, annuities, IRAs, financial planning and insurance.

While our services are broad, I focus on investment management, financial planning, trust services and corporate retirement plans with the goal of delivering to each client an investment and financial plan specifically tailored to meet their individual needs.

Earlier in my career, I worked at Synovus Securities for 12 years as a Financial Consultant and Director of Private Client Services. I have also held positions with Compass Trust and Morgan Keegan in Montgomery. I am a graduate of the University of Alabama, receiving a Bachelor of Arts degree in 1990. I completed the CERTIFIED FINANCIAL PLANNER™ designation in 2006 and hold the Certified Plan Fiduciary Advisor Credential. Additionally, I currently hold a Series 7 General Securities license, Series 24 General Securities Principal, Series 63 and 65 State Securities license and life insurance license.