For more than 26 years I have been advising clients on a broad range of financial issues. I am committed to conducting face to face meetings with clients to determine the potential strategies that best fit their financial goals and objectives. My advice is given from a totally objective and independent point of view, with the client’s interest always at the forefront.
In June of 2011, Robbie Broach and I formed ParsonsBroach , an independent investment firm. As Financial Advisors we have partnered with Raymond James to provide the research and technology platform for our firm.
The decision to join Raymond James came from the desire to offer clients a strong resource for research and technology that will help provide timely solutions and improve client contact. We believe that these tools enable us the ability to provide comprehensive solutions to a wide variety of client’s financial needs. I work with clients to provide tailored financial plans, investment management, and retirement planning. In addition to these, I have extensive experience in municipal bonds, individual stock selection, mutual funds, annuities, IRA’s, company retirement plans, as well as insurance. I have worked closely with many families to establish an Estate Plan to minimized taxes and pass wealth on to the next generation . We work closely as part of a team with each client’s advisors such as CPA’s , attorney’s .
I graduated from Auburn University in 1988 with a Bachelor of Science degree in Finance. In addition, I hold a Series 7 General Securities license, Series 63 and 65 State Securities license, as well as an insurance licenses in Alabama and Georgia.
Giving back and sharing the blessings that I have received is important to me. I currently serve as Treasurer on the Trinity Presbyterian School Board and an Elder at Trinity Presbyterian Church. In addition, I enjoy leading men's small group Bible studies and teaching adult Sunday School. I am a native of Montgomery and I am involved in various community activities that support my community.
My wife Kasi and I have been married for 24 years and have two boys, Hammond age 17 and Mac age 14. Kasi is a teacher at Trinity Presbyterian School. I enjoy spending time outdoors hunting , fishing, hiking, gardening as well as cooking.