Position:
Regional Extension Agent at Alabama Cooperative Extension System- Auburn University
Work:
Alabama Cooperative Extension System- Auburn University
since Jan 2011
Regional Extension Agent
Fee-Only Planning Professionals, LLC
- Birmingham, Alabama Area Aug 1999 - Feb 2011
Managing Director, Senior Financial Advisor and Partner
American Express Financial Advisors
Jun 1993 - Aug 1999
Financial Advisor
Education:
Auburn University 2012
Doctoral Candidate, Educational Psychology
University of Alabama at Birmingham 1989 - 1992
MBA, Business
University of Florida 1980 - 1982
Bachelor's degree, Sociology
Skills:
Financial Education, Financial Coaching, Divorce Planning, Benefits Negotiation, Financial Planning, Retirement Income Strategies, Wealth Preservation Strategies, Protection Planning/family Security, Charitable Giving Strategies, 401 K Rollovers, Comprehensive Wealth Management, Investment Selection, Education Savings, Financial Review, Conciliation, Mediation, Retirement, Small Business, Strategic Financial Planning, Wealth, Financial Advisory, 401k, Financial Regulation, Wealth Management Services, Insurance
Interests:
Advocating for financial planning for all Americans, not just the wealthy; providing underserved communities additional resources for financial education, especially children.
