About My Practice
My career began immediately after obtaining a B.S. degree in Finance, cum laude, from the University of North Alabama in 1992. After 3 yrs. in a management training program with a consumer finance company, I went into banking where I began getting licensed in insurance and securities. I now have 17 years of experience in the insurance and securities industry and have worked for one super regional and one global capital markets bank.
In 2007, I obtained the Certified Financial Planner™ designation. This designation requires 30 hours of ethics and continuing education courses every two years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cambridge Investment Research, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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