Credentials
- Certified Wealth Strategist
Work-related Experience
- 28 Years in banking industry
- 22 Years of Wealth management experience
Specialty
- Holistic Financial Services
Professional and Community Affiliations
- Mobile Industrial Development Board | Treasurer
- Senior Bowl | Transportation Board
- McGill Toolen Catholic School Board | Treasurer
- St Ignatius Advisory Council | Finance Committee
- Mobile Area Chamber of Commerce | Past Membership Chair
- Leadership Alabama
- Mobile United