I am a senior financial advisor for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. I hold a Chartered Financial Analyst (CFA®) designation and as part of our investment advisory group, I work with clients to develop and implement investment strategies to achieve financial freedom while also ensuring their goals and objectives are aligned. I have over 15 years of experience in investment banking working with individuals and organizations to manage their portfolios and coordinate investment activities. In addition to my experience with fixed income trading and sales, I previously owned and operated my own business in Alabama.