I am fortunate to have been actively involved in the financial services industry as a Financial Advisor for over 30 years. Although I have added Founding Partner to my title I am nonetheless more passionate than ever about helping my clients and their families pursue their financial goals and dreams.
I only craft a financial roadmap after I have carefully listened to my client’s goals and concerns. And this only after I have evaluated their debt, investments, portfolio management, insurance, beneficiaries and charitable bequests.
In addition to working with individuals and families, I can also assist business owners choose an appropriate retirement plan for their business.
Outside of Pine Bend Wealth Management
My wife of 32 years, April, and I are very involved in our community. I serve on the boards of:
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Boy Scouts of America, whose goal is to train youth in responsible citizenship, character development, and self-reliance through participation in a wide range of outdoor activities, educational programs, and, at older age levels, career-oriented programs in partnership with community organizations.
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Main Street Anniston, AL
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Camp Lee Christian Retreat Center, a Christian retreat center located half way between Atlanta, GA and Birmingham, AL
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Anniston First United Methodist Church
I have been blessed with two awesome kids, Caroline and Caleb. When I am away from work, I love to be outdoors, hunt, read and travel.
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