Ironically, I didn’t plan to become a financial planner.
My father had an admirable career helping people achieve financial success through insurance products. But in college, I studied science, engineering, and computers. I even earned a master’s degree in public admin.
Studying finance wasn’t on my radar – until one event changed everything.
I invested my own money with a “financial advisor” who turned out to be a con artist. He skipped town, and I never got that money back. I know I’m not the only one who’s been scammed. And there are even more people who invest with legitimate wealth managers that don’t deliver great results.
The entire financial planning industry has a bad reputation. I wanted to fix that.
So, I made it my mission to learn all about investments and retirement planning. I redirected my passion for academic studies toward insurance, investing, and estate planning. I decided to build a financial advisement firm that people could trust – a team of wealth managers who truly look out their clients’ best interests.
We want you to feed confident and safe to retire
I’m passionate about financial education. In addition to the one-on-one client meetings, I invest time into helping everyone in Central Alabama through financial literacy.
I host Retirement Max Radio, which is dedicated to helping pre-retirees and retirees prepare for and enjoy retirement. My articles are featured on Fox News, ABC, NBC, Market Watch, Alabama Reserve, Wall Street Select, and many more. I also give free presentations across central Alabama on the topics of Social Security planning, retirement strategies, and long-term care.
Retirement planning radio broadcasts
99.5 FMWZRR Saturday from 12:00 – 1:00
Retirement planning podcast options
Protect everything you’ve worked for with professional wealth management
You’ve worked so hard for so many years – for your job and for your loved ones. You’ve earned every dollar in your bank account, your 401K, in your entire portfolio of assets. It’s my job to protect them and grow them.
When I assist in creating your retirement plan, I’m not just crunching arbitrary numbers. I’m helping shape the future of your dreams and securing your family’s well-being.
Choose a qualified financial advisor
I began my career in the financial industry with New York Life Insurance Company, operating an agency focused on life insurance and Medicare. Then, I decided to go out on my own and expand into wealth management and retirement planning. I founded Apex Financial Group in 2015.
I currently hold life and health insurance licenses, as well as Certified Tax Specialist designations. I am also a Registered Financial Consultant, a Certified Social Security and Medicare Specialist (CSS), and a Certified Annuity Specialist (CAS). I continue to pursue more certifications to better serve my clients.
I am licensed in 14 states. I specialize in advanced insurance planning strategies, including 401K and IRA rollovers for retirees, estate planning strategies, and “cash value” life insurance. Our team also offers investing and tax planning services that maximize your retirement with life-long income plus tax-free or reduced tax strategies.
I’m passionate about client education. I host Retirement Max Radio, which is dedicated to helping pre-retirees and retirees prepare for and enjoy retirement. My articles are featured on Fox News, ABC, NBC, Market Watch, Alabama Reserve, Wall Street Select, and many more. I also give free presentations across central Alabama on the topics of Social Security planning, retirement strategies, and long-term care.
Retirement planning & wealth management designed just for you
We don’t offer cookie-cutter plans – that’s one of the worst things you can do. Many of the “big name” firms take your money and stick it into one of their prepackaged portfolios – the same generic plans they stick everyone else in. Cookie-cutter plans don’t perform as well.
At Apex, we actually design retirement plans based on your individual needs. That’s why we’re different.
A fee-based, fiduciary financial advisor
We don’t charge you to design your retirement plan. We provide a free portfolio review and cost analysis. Then we’ll design a financial plan customized just for you – not a cookie-cutter plan. We only charge a small percentage of the total assets that we manage on your behalf.
“We don’t offer cookie-cutter plans—that’s one of the worst things you can do. Unlike many other financial planning firms, we design plans based on your individual needs.”
You don’t nickel and dime you with management fees every time you make a change to your investment portfolio. If you have more questions and need more attention, we will spend extra time with you. We just do whatever is best for you.
We also earn commissions on insurance products, but the insurance companies pay us directly. That doesn’t cost you anything.
Apex Financial Group is a “fiduciary firm.” All of our plans are run through a third-party Series 65 license fiduciary investment advisor representative. This ensures the choices are in your best interests.
Everything is completely transparent. That way, you don’t have to worry about unexpected costs. You can just enjoy your retirement.
About Me
I am a family man. In my free time, you might find me in the woods chasing turkeys or on the golf course. I’m also a certified skydiver, a certified scuba diver, and a former triathlete completing three half-ironman triathlons and a full Ironman race in Louisville, Kentucky.
Apex Financial Group is Christian-owned and operated.
Our Team
Start Reaching New Heights in Your Financial Journey
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.