Who We Are

Todd is a principal of the firm and currently serves as the Chief Financial Officer. He is a graduate of Auburn University and has over twenty-five years of experience in the financial planning and investment management field. Todd is...

David is a principal of the firm and currently serves as the Chief Compliance Officer. He is a Certified Financial Planner professional, a Certified Public Accountant, and a Personal Financial Specialist. He graduated from Auburn...

John serves in many areas of the firm. He is a graduate of both Auburn University Montgomery with a degree in Finance, and the University of Alabama at Birmingham with a degree in Accounting. In addition, he is a Certified Public...

Dexter serves the firm as a Para Planner. He is a 2016 graduate of the University of Alabama at Birmingham with a degree in Accounting. He has over two years of experience in assisting the financial planning process of current and...

Laura joined the firm in January 2017. She is involved in our overall client relationship management and works closely with our office support team in all aspects. She graduated from Auburn University in 2010 with a degree in Finance...

Kaylee works closely with our office support team and is involved in overall client relationship management.

Dawson works for the firm as a Para Planner. He is a 2019 Cum Laude graduate of Auburn University with a degree in Accounting. He began working for the firm in June of 2019. He passed his Series 7 licensing exam in January...