“My mission is to always put my clients’ interest first and to provide the personalized attention and service they deserve as a member of our client family. I want each of my client relationships to be life-long and mutually beneficial to such an extent that each person I work with become a Client for Life!
I joined the financial planning industry in 1999 and moved into the independent wealth management industry by starting my own independent practice in 2002. Early in my financial planning career, I realized how much I enjoyed helping people, especially those individuals who were facing decisions regarding their retirement. When I first joined the financial planning industry I noticed that many people were asking the question, ‘How do I set up my plan now that I am retiring?’ and the industry did not have adequate answers. I started searching for those answers and focused my practice around providing solutions for people facing retirement decisions.”
Registered Representative of Securities America, Inc.
Registered Broker/Dealer and Financial Planner with Securities America Advisors, Inc.
Certified Fund Specialist since 2002
Trained at the Strategic Distribution Institute in Denver in 2002
Completed the Next Phase Income Training Workshop in Omaha, NE in 2014
University of Alabama: BS, Corporate Finance; Masters in Banking and Finance with a concentration in Money and Investments
Former member of the University of Alabama’s golf team
Named Paul “Bear” Bryant Student-Athlete of the Year in 1988
Academic All-American in 1990-91
Volunteer Coach at Decatur Heritage Christian Academy
Commissioner of Decatur American Dixie Boys Baseball
Grew up in Caddo, AL
Active member of Westmeade Baptist Church
Married to Angela and father to Trace and Mason
Enjoys playing golf, hunting and coaching his sons
2205 Graham Avenue S.W.
Decatur, Alabama 35601
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Securities offered through Securities America, Inc. Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Lentz Thompson Retirement Advisors, Alford McKenzie & Breeden, PC and Securities America are unaffiliated. Tax services are only offered by G. Ray Breeden III through Alford McKenzie & Breeden, PC.
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