We Are Currently Hiring!
We Are Currently Hiring!
For a student-athlete, the first Name, Image, and Likeness (NIL) check can change everything fast. We help athletes and their families across the Southeast make sense of that new income and build a plan designed to last well beyond the final season.
NIL income doesn’t arrive like a paycheck. It shows up in bursts (sponsorships,appearance fees, a licensing deal that may or may not repeat next year). For an 18- or 19-year-old, that’s a lot to manage on top of practices, travel, and class.
It also comes with strings most young athletes have never encountered: self-employment taxes, multi-state filing, eligibility rules, and contracts written by people who do this for a living. Decisions made in the first year can shape the next decade.
That’s where we come in. We act as your personal Chief Financial Officer. A steady point of contact who keeps an eye on the whole picture, explains every decision in plain language, and helps your family turn this short-term opportunity into long-term security. We don’t do cookie-cutter, and for us communication as a two-way street.
Proudly supporting student-athletes across the Southeast — from the University of Alabama to schools throughout Alabama, Georgia, Kentucky, and South Carolina — along with high school athletes navigating their state’s NIL rules.
High school and collegiate athletes navigating their first deals. We help you understand what you're earning, what you owe, and how to make today's money work for the future — without getting in the way of your game.
You want to protect your athlete without taking over. We partner with families to bring structure, clarity, and a long-term plan to a fast-moving situation — the same family-first approach we've brought to households for over two decades.
Programs that want their athletes supported with credible, conflict-aware financial guidance. We serve as an educational and advisory resource your athletes and their families can trust.
We build a clear, personalized roadmap around irregular NIL income that covers cash flow, budgeting, and goal-setting so a big month doesn't become a lean year. Your plan grows and adjusts as your career does.
Led by our Chief Investment Officer, we help put NIL earnings to work through thoughtful investment selection, diversification, and hedging to balance growth with protection so your money keeps working after the deals slow down.
Maybe the most important thing we do. We sit down with you regularly to explain how money works taxes, saving, investing, spending wisely to make sure you're making confident, informed decisions well beyond this season.
From insurance to asset-protection strategies, we help safeguard what you've earned against the unexpected an important layer for athletes whose income is tied to performance and health.
NIL can be the start of generational wealth. We help you and your family think beyond today building a roadmap toward lasting goals, family security, and the legacy you want to create.
The decision to trust someone with your money is personal and for a young athlete and their family, it matters even more.
Here’s what sets us apart:
Athletes are often on the move. As registered representatives of LPL Financial, our team can work with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.
Associate Advisor
Wealth Advisor
Chief Investment Officer
Our advisors work directly with you and your family without handoffs or runaround. We’re here for the questions that come up at signing, at tax time, and every season after.
Ready to build your game plan off the field?
Let’s start with a conversation. There’s no cost and no obligation. We want to understand your goals and show you how we can help.