Contact Us

How can we help?

Schedule an Appointment

Request a Fiduciary Review

Joe S. Lawrence, AIF® (Advisor)

Phone: 256-990-5923


Gayle Phillips, PMP (Office Manager)

Phone: 256-705-5923



Number: 256.705.5924

Do not leave trading instructions via phone or email as they cannot be honored or executed.

Parking Directions

You can access the parking garage by entering the building from the Church St entrance across from the downtown YMCA. You will be entering under the parking garage. Visitor Parking is on your right just before the guard shack.