Our Qualifications

At Wealth Designs, LLC, we offer over three decades of experience in the financial planning industry to you, the client.

We take the complexity out of financial planning by bringing solutions to you that are clear and concise.  We then implement them with a personalized concierge service approach.



Professional Qualifications:

University of Alabama, B.S. degree, 1978 

Chartered Life Underwriter

Chartered Financial Consultant

Registered Principal,
FINRA Series 6, 7, 22, 24, and 63 licenses

Accredited Investment Fiduciary®


Southern Medical Association Financial Services Past Board Member

Life Insurance Marketing Research Association International (LIMRA) - Past Board Member

National Association for Critical Illness Insurance - Past President


Civic and Charitable Service: 

Red Mountain Theatre - Past Board President

Virginia Samford Theatre - Past Chairman of the Board

Opera Birmingham - Past Board Member

Alabama Hunter Jumper Association-Past Board Member

UAB Comprehensive Cancer Treatment Center, United Way of Central Alabama Planned Giving, Capstone Legacy Society University of Alabama-Past Committee member at various times.