What does your business do?
We provide financial planning in estate, taxes, retirement, and investments. We also provide
financial education, coaching and budgeting.
How Many People are in your Company?
Where's your office?
I have a home office. But, most interactions with clients will be over the internet, or in public
places, or at the clients place of residence
What's the toughest part of running your biz?
Marketing is by far the hardest part. Trying to get my name out there and showing the need for
What's the most fun part?
being my own boss and having complete autonomy of what happens is the best part
Anything you would have done differently?
not sure at this time
What's next on the horizon for your biz?
The next step will be to complete the CPA Exam and then offer those services to
What advice do you have for others?
do your research, there is so much to think about and plan for, you cannot do it all by yourself.
How do you use Idea Cafe to help your biz?
I have read other bio's and felt motivated about the process and knowing its ok to be stressed
School (where, still in school, degree)?
University of Alabama, Masters in Financial Planning
Prior jobs or business?
US Air Force for 15 years
What are your pets' names?
Molly and rosie
Do any of these pets help with your biz?
Is there any one person or event in your life that led
you to go into business for yourself?
My wife encourages me daily to go after my goals and stay the course
Anyone you publicly want to thank?
11689 River point ln
Tuscaloosa, AL 35405