Estate and Financial Planner

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Six8 Advisors & Cambridge are not affiliated.

Our belief is that any financial plan must start with life as the central focus and then move outward to the services and the products that fit the specific needs of each person. This process greatly increases the likelihood that the objectives of each financial plan will be met with success. From the center of the planning process come four key areas of focus that then lead to the more traditional services offered by financial planners:Life History: How you arrived at where you are today including the life changing events or defining moments that have occurred in your life up to this time.Life Transitions: The changes or transitions that you are currently faced with or expecting to take place in the near future and how these events will impact your finances and the life goals that you have set for your self and are planning for.Life Principles: The guideposts by which you make important decisions with your life and with your money.Life Goals: What you would like to have, do, or be during the time that you have left to live and how to best accomplish each of these.

Implement fee-based financial strategies to make for a successful retirement.

As an independent Financial Advisor, I have chosen to work with high net worth families and nonprofit organizations. Results are brought about by personal financial planning first before investing any assets. I integrate all aspects of someone's financial affairs and walk them through the labyrinth of tax issues and risk management facing everyone today in order to achieve success.

Provided investment and estate counseling to all clients within the agency's regional office in Alabama. Supported the other advisors by assisting them by determining the most suitable investment solution for their client. Responsible for the offices' investment books and records by maintaining a blotter of all activites. Designated as the Person in Charge (PIC) for all internal and external regulatory investment audits.

Join Merrill Lynch with their Trainee Program. Obtained the Series 7, and Series 66 security licenses.

Business development officer for a Private Trust Company serving the Ultra-High net worth. The family owners decided to scuttle the trust company that December.

As the Chief Development Officer, led the Foundation to raise the funds for annual budget of Benevolent Fund. Used background in planned giving to advance the Foundation's deferred gifts.

Managed unit of Private Bankers whose assets totaled $1.3 Billion. Self-contained ensemble who were capable providing all financial and banking services.

My responsibilities included oversight of 7 New Business Vice President's goals and current production. Co-created new products for the Sales force to market. Worked with other managers of business units to maintain a healthy referral pipeline.

Worked with existing clients of the bank to develop their estate plans. Cultivated collaborative relationships with outside professionals such as tax attorneys and CPAs to be a part of the wealth management team when formulating clients' estate plans.