Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Golfing
- Health & Nutrition
- Personal Fitness
- Spending Time with Family
- Traveling
Team Members
Mary BishopSr. Branch Office Administrator- Jo Ann BoutwellSr. Branch Office Administrator
Send Me a Message
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Phone
(205) 664-2201Fax
(855) 464-9018Office Address
100 Brook Dr Suite EHelena, AL 35080opens in a new window
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