Hi, I am a Financial Advisor servicing the communities of Northwest Florida, South Alabama and beyond. I have been in the financial services industry for 17 years and am the owner and Managing Partner of my firm, Longleaf Financial Strategies, LLC. Before transitioning into financial advising full time, I spent over 20 years as an accountant, where I gained deep experience in financial reporting, tax planning, and cash flow management.
With a foundation in accounting and a passion for helping others achieve financial clarity, I bring a unique and analytical approach to financial advising. This background has enabled me to look beyond investments and help clients understand the full picture of their financial health.
I specialize in creating personalized, tax-efficient strategies utilizing investments, insurance, and annuities that align with my clients’ long-term goals. I am also a graduate of Auburn University where I earned a Bachelors of Accountancy and acquired my Masters of Business Administration from Chadron State College.
Areas of Focus
- Wholistic Financial planning
- Retirement planning
- Teachers
- TSP
Education & Credentials
- Auburn University - Bachelors of Accountancy
- Chadron State College - Masters of Business Administration
Personal Interests
- Church
- Fishing
- Archery
- Sports