Because of my extensive experience in public accounting and estate planning, I offer a system of integrated financial planning that is desired by serious individuals and business owners. These clients expect a higher level of knowledge, ability, and service. Income level or current wealth is not the key determinant of these people; their commitment to success and self-motivation are their common threads. I am an independent advisor, and I am seeking clients who want a financial planner to serve them for their whole career and lives. To my knowledge I am the only CPA, CFP, Accredited Estate Planner, and Investment Advisor representative in Central Alabama. My constant goal is earning and keeping your trust and confidence.

I have provided financial advice since 1980.