Contact Us
Find A Team Member
- Amanda Kicker
- Angela Wright
- Ann Tobias
- Berry Marshall, CFP®
- Brian Paulk
- Cathy Wilcox
- Chris Phillips, CFA, MBA
- Daniel Jones, CFP®, CRPC®
- Freddy Williamson
- Gary L. Ely, CFP®
- Jan Bailey
- Jason Sims
- Jerry McDonald
- Judy Holt
- Ken Askew, CFP®, CKA®
- Lu Wallace
- Matt Grant
- Paul B. Marks, CFP®, CRPS™
- Ronald Paulk
- Scott Shunnarah
Browse By Location
Birmingham Office
2000 SouthLake Park
Suite 200
Birmingham, AL 35244
Phone: (205) 588-4800
Fax: (205) 383-2494
Mon–Thu: 8:30 AM – 5:00 PM
Fri: 8:30 AM – 3:00 PM
Sat–Sun: By Appointment
Montgomery, Taliaferro
Trail Office
1713 Taliaferro Trail
Montgomery, AL 36117
Phone: (334) 286-9806
Fax: (334) 284-9910
Mon–Thu: 8:30 AM – 4:30 PM
Fri: 8:30 AM – 12:00 PM
Sat–Sun: By Appointment
Wetumpka Office
306 South Main Street
Wetumpka, AL 36092
Phone: (334) 567-8459
Fax: (334) 284-9910
Mon–Sun: By Appointment
Trussville Office
198 Main Street
Suite 100
Trussville, AL 35173
Phone: (205) 661-9333
Fax: (205) 661-9444
Mon–Thu: 9:00 AM – 5:00 PM
Fri: 9:00 AM – 12:00 PM
Huntsville Office
2707 Artie Street SW
Suite 12
Huntsville, AL 35805
Phone: (256) 536-7320
Fax: (256) 536-7449
Mon–Thu: 8:00 AM – 5:00 PM
Fri: 8:00 AM – 3:00 PM
Montgomery, Atlanta
Highway Office
5310 Atlanta Highway
Montgomery, AL 36109
Phone: (334) 719-6500
Fax: (334) 495-7486
Mon–Fri: 8:00 AM – 5:00 PM
Greenville Office
500 East Commerce Street
Greenville, AL 36037
Phone: (334) 382-7476
Fax: (334) 382-7486
Mon–Fri: 8:00 AM – 5:00 PM
Gulf Shores Office
117 Cove Avenue
Gulf Shores, AL 36542
Phone: (251) 968-1323
Fax: (251) 734-7725
Mon–Thu: 7:30 AM – 5:00 PM
Fri: 7:30 AM – 3:00 PM
Mobile Office
3660 Dauphin Street
Suite B
Mobile, AL 36608
Phone: (251) 968-1323
Fax: (251) 734-7725
Mon–Thu: 8:00 AM – 5:00 PM
Fri: 8:00 AM – 12:00 PM
Who We Are
Meet the advisors and team members who show up for clients across Alabama, and find out what drives us to do this work.
Our Approach
We begin with your values, goals, current financial picture, and stage of life, then build and coordinate a plan designed around what matters most to you.
Who We Work With
We help clients navigate the financial decisions that come with greater responsibility and complexity.