3401 Malcolm Drive (Taylor Road Branch)






Education Background: Auburn Montgomery, BSBA-Economics

Registrations (held through LPL Financial): Series 7, 65, and 63

Insurance Licenses (held through  LPL Financial): Life and Health

Background in Financial Industry: I have worked in the financial services industry for over 17 years.  Before returning back to Montgomery, I worked with investment firms in Dallas, TX and Memphis, TN.  

Community Involvement:

I think it is essential to be an active member of my community. I am a part of the following organizations: Rotary Club of Montgomery, Chairman’s Circle member of the Montgomery Chamber of Commerce, Phantom Host Maskers, and member of First Baptist Church Montgomery.

What makes MAX Wealth Management a smart solution for clients and potential clients?

MAX Wealth Management has the advantage of offering a full service advisory platform to its clients.  The access to a full platform sets MAX apart from other financial institutions’ investment programs.  Whether it is handling individual portfolios or companies’ 401k plans, we can find a solution that makes sense for our clients.

What is your style when helping a client?

Successful Wealth Management is all about the relationship with the client.  My job is to understand the goals and desires of my clients then provide solutions that will be in their best interest.  Once a solution has been implemented, I continue to monitor and adjust that strategy with my clients on a regular basis.  As life changes, so should your investment strategy. No strategy assures success or protects against loss.

Why should a potential client choose to work with MAX Wealth Management?

MAX Wealth Management strives to provide top notch customer service.  A person considering working with us should expect to be given solutions that will help them work towards reaching their goals.  You will find MAX Wealth Management to be a valuable resource for your financial needs no matter how big or small they may be.

For more information about MAX Wealth Management brokers, visit http://brokercheck.finra.org/

Tax preparation is not provided or affiliated with LPL Financial. Before making any decisions in regards to tax deferral strategies, consult with a qualified tax professional for guidance.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

MAX Credit Union and MAX Wealth Managment are not registered broker/dealers and are not affiliated with LPL Financial.  

This site is designed for U.S. residents only. The services offered within this side are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


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