As President and Chief Executive Officer of Fi Plan Partners, LLC, in Birmingham, Alabama, I work directly with Clients to enhance their quality of life. The creed by which I conduct business and life is, “No one is successful or fulfilled unless they touch the lives of the people around them.” Every day, my team and I at Fi Plan Partners, strive to create a life that is Better, Richer, Fuller® for each of our Business Owners and Clients. I am an independent Wealth Consultant with more than 43 years of experience in the financial industry. I'm a member of the Investment and Wealth Institute and have attended the Senior Financial Advisers program at the University of Pennsylvania’s Wharton School. I am the Creator of Your Financial House®, a management tool designed to bring all aspects of financial planning under one roof. It is built on a foundation of helping Business Owners and Clients reduce their anxieties, enhance their strengths, and give them the knowledge to do both. This unique program enables people to work towards the often-elusive goal of financial independence as they define it—to pursue the American Dream. As President and CEO of Fi Plan Partners, a Democratized Family Office®, I have had the honor of working with Business Owners and their Families for generations to enhance their wealth and legacies. The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WI, WVSecurities and advisory services offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.© Copyright 2024 Fi Plan Partners. 
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