Phone: 205.208.8662
[email protected]

“I enjoy the personal relationships inherent in Wealth Management and thrive off of its unique challenges and opportunities.”

Scooter began his working career as an Officer in the United States Marine Corps. Upon transitioning to the reserve forces in April of 2017, he knew that his next endeavor had to be just as meaningful. He began a career in financial advising and has not looked back.  As a planning coordinator, Scooter assists in meeting preparation and aiding advisors in building financial plans to help clients meet their goals.

Scooter maintains his affiliation with the Marine Corps Reserve and is currently serving as a Captain with Marine Tactical Air Command Squadron 48.  Scooter and his wife Megan happily reside in Crestline Park with their two dogs, Lettie and Macy.  In his spare time, Scooter is proud to help further his high school alma mater’s mission by serving as the Treasurer of the Alumni Association Board of The Altamont School and the President of the Birmingham chapter of the Hampden-Sydney alumni club.