One Perimeter Park South, Suite 100N
Birmingham, AL 35243
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Comprehensive and continuous financial planning
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business protection and continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Education
Mississippi State University, BA, 1975, Southwestern Baptist Theological Seminary, MDiv, 1979, DMin, 1984
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Charitable Giving, Group Benefits, Estate Planning, Financial Education
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