We believe every client deserves an experienced adviser pledged to act in their best interest.
We all have a story.
A journal of past lessons and future plans that mold and shape our lives.
A story filled with the people and experiences that matter most.
What will you write in your next chapter?
Will your financial decisions allow you to have a brighter tomorrow and enjoy a better future?
I understand your passion and dedication to family, commitments, and career.
You are a generous giver of time, energy and money.
You need help managing your future lifestyle and resources, but it needs to be simple and straightforward.
More than a detailed financial analysis and sophisticated investment plan, you desire someone who listens, someone willing to partner with you to make the most of your financial opportunities.
You’re ready for an experienced adviser that becomes part of your story.
WE ARE DIFFERENT
We are pledged to act in your best interests, managing your investments according to what is best for you.
We are independent and objective, free from outside interests that compete with your needs.
Our clients have the confidence of knowing their financial resources are maximizing their hard work and savings, while avoiding unnecessary investment risk and uninformed decisions.
Located in beautiful Gadsden and Calhoun County, Alabama.
Gadsden is the county seat of Etowah County and sits on the banks of the Coosa River.
Calhoun County is located midway between Atlanta and Birmingham along the Interstate 20 corridor. It is a great place to do business and is home to Jacksonville State University.
