I entered the financial-services industry because I like helping people achieve their long-term financial goals. Building relationships with my clients and in my community is key. I prefer to meet face to face with my clients to build strong relationships -and we do so by offering excellent client service through my branch location in the Birmingham area where a lot of my clients live and work.
I help clients achieve their financial goals by understanding their needs and then recommending and implementing customized solutions to meet those needs.
I work on a variety of customized solutions for helping clients prepare for retirement, live in retirement, save for major purchases, fund a child's or grandchild's education and transfer assets efficiently and effectively.
