I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Retirement income solutions
Estate strategies
Employee benefit and retention services
Business continuation strategies
Education
Southern Illinois University (1990-1993), The Southern Baptist Theological Seminary (1998-2002)
Hobbies
Golf, CrossFit
Affiliations & Memberships
Member of BNI Drive (Hoover, AL), Member of the Hartselle Chamber of Commerce (Ambassador)
Community Involvement
Alzheimer's Association of Alabama, Make A Wish Alabama
Languages: English
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education