Professional Designations Certifications:
1998 – Attorney at Law
2001 – Certified Public Accountant
2005 – Masters in Laws (LLM) – Taxation
2006 – Registered Investment Advisor
2006 – Alabama Life & Health Insurance Licensed Producer
2011 – Masters of Business Administration
2025 – Certified Financial Planner
Awards:
Birmingham Business Journal – Best Places to Work Award: 2025
Birmingham Business Journal – Who’s Who in Accounting List: 2023, 2024, 2025
Birmingham Business Journal – CEO Award: 2022
UAB Collat School of Business – Spirit of Collat Award: 2025
UAB National Alumni Association – Excellence in Business Top 25 Award: 2014, 2021, 2023, 2024
Auburn University – Harbert School of Business -Top Tiger Award: 2015, 2016, 2021, 2024
Education:
1990 – John Carroll Catholic High School – High School Diploma
1995 – Auburn University: Harbert School of Business – Bachelor of Science (Accounting) Cum Laude
1998 – Samford University: Cumberland School of Law – Juris Doctorate
1998 – Presidential Scholarship
1998 – Student Government Representative
2005 – University of Alabama, Tuscaloosa: University of Alabama School of Law – Masters of Laws (LLM Taxation)
2011 – University of Alabama, Birmingham: Collat School of Business – Masters of Business Administration (3.94/4.0 GPA)
Professional Experience:
1998 – 1999: PricewaterhouseCoopers LLP – Tax Accounting Associate
2000 – 2001: Ernst & Young LLP – Tax Accounting Senior Associate
2002 – 2003: United States Senator Jeff Session Campaign – Assistant Finance Manager
2003 – 2005: Waldrep, Stewart & Kendrick LLP – Associate Attorney Business, Tax & Estate Planning Attorney
2005 – 2008: Brett S. Sheedy, Attorney at Law, LLC – Business, Tax & Estate Planning Attorney
2009 – 2011: UAB Athletic Department – Tutor & Mentor
2010 – 2011: UAB – Collat School of Business – Management, Information Systems & Quantitative Methods – Graduate Teaching Assistant
2011 – 2016: Partners Tax & Accounting LLC – President
2016 – Current: Strategic Tax & Accounting LLC – Founder, Managing Member & CEO
2016 – Current: Strategic Law LLC – Founder, Managing Member & CEO
2025 – Current: Strategic Financial Planning LLC, Founder, Managing Member & CEO
Community Service:
2009 – 2010: Board Member – My Sister’s Place – Montevallo, Alabama
2011 – 2014: Board Member & Vice President – Special Equestrians – Indian Springs, Alabama