I am a financial advisor with a background in military and federal government service, experiences that shaped my disciplined, service-driven approach to financial planning. I help individuals and families build tailored financial plans that allow them to pursue today's passions while preparing for tomorrow's uncertainties.
My focus is on retirement planning, investment strategy, and long-term wealth management. I work closely with clients to simplify complex financial decisions and provide clear, actionable guidance. No matter where you are on your financial journey, my goal is to bring structure, confidence, and accountability to every financial plan.
Originally from Texas, I earned my bachelor's degree from Baylor University before serving as a Combat Search and Rescue Helicopter Pilot in the United States Air Force. Today, I live in Fairhope with my wife, Kylie Shae, and our son, Matthew. I am proud to serve this community.