My role at Upland Wealth Advisors is to help clients identify what is most important to them, design a plan to pursue their goals, and strategically implement that plan. I prioritize holding myself and my clients accountable along the way. Whether it be individuals, families, or business owners, I am committed to helping my clients navigate the complex landscape of investment planning.With a heavy background in employer-sponsored retirement plans and a natural admiration for business owners, I work with companies and their leadership teams to help guide them through making important decisions surrounding their retirement plan. While keeping company goals and their employees front of mind, I help simplify the process. From intricate plan design to elaborate tax-saving strategies, I can walk you through it all by designing custom solutions that fit any need.Originally from Albany, Georgia, I am a graduate of Birmingham-Southern College, where I received a Bachelor of Science in Business Administration. Additionally, I obtained my MBA degree from The University of Alabama at Birmingham. Prior to joining Upland Wealth Advisors in September 2021, I spent five years with an independent third-party administrator focused on employer-sponsored retirement plans covered by ERISA.Away from the office, I prefer to spend time with my family. My wife, Sarah, is a nurse practitioner at The Veranda, and together, we enjoy fishing, kayaking, travel, and golf.• Wells Fargo Advisors Financial Network is not a legal or tax advisor.This information is intended for use only by residents of AL, AZ, CA, CO, FL, GA, IN, MI, MS, NC, OH, TN, TX, and VA./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.