
Mac began his career in financial services right after college and has specialized in comprehensive financial planning. Just as he stays busy with his various outdoor activities, Mac likes to stay busy at fi-Plan Partners. He works with Quint, creating and reviewing your financial blueprints, and with Greg on portfolio strategies.
Your process begins with Mac learning about your current situation and dreams for the future. Then Quint and he can begin to build Your Financial House® and make recommendations. He also works with you on an annual basis updating your Financial Blueprint to ensure you are on track to achieve your goals.
“Financial Planning is an ongoing process”, he explains, “therefore it is important for us to update your Financial Blueprint on an annual basis.”
Mac received his degree in geography with a concentration in business from Auburn University. Through LPL Financial, he holds Series 7 (General Securities) and Series 66 (Uniform Combined State Law). He is also licensed to provide you with life insurance, disability insurance, long-term care insurance, and variable annuities. Mac is currently working toward earning the Certified Financial Planner ® designation and is a member of the Financial Planning Association.
When he's enjoying a round of golf or playing with his dog, Layla, Mac serves on the Jr. Board of Directors of the Birmingham Easter Seals.
Contact Mac: Email here or call (205) 989-4143.