Every member of our team plays an integral role in our success.
We work cohesively, exercising our various skills in research, strategy, consulting, client services, and administrative support. Our strength wholly lies in the sum of our parts. Our firm’s founders, strategists, and consultants average over 10 years of experience. Moreover, many of our team have become shareholders in our firm. That means we are fully vested in working towards our clients’ long-term success.
An AIF® Investment Advisor and a CPFA Fiduciary Advisor
His primary responsibility is for the management of clients' investment portfolios and retirement plans for corporate clients. He also selects and evaluates investment options and management techniques for the firm. You may contact Joe at firstname.lastname@example.org or at 256-705-5923.
Her primary responsibilities include management of operations, administration and processes as well as assisting the financial advisors. You may contact Gayle at email@example.com or at 256-705-5923.