Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Sara Hibbs

Sara Hibbs

LPL Investment Advisor Representative

(888) 725-7526

(205) 655-1298

Joseph Johnson, MBA

Joseph Johnson, MBA

LPL Investment Advisor Representative

(205) 329-6482

(205) 655-1298

Eric Wrisley

Eric Wrisley

LPL Investment Advisor Representative

(205) 329-6548

(205) 655-1298

Madeline Cowan

Madeline Cowan

Operations Specialist

(888) 725-7526

(205) 655-1298

Ira Jones

Ira Jones

Administrative Assistant

(888) 725-7526

(205) 655-1298

Erin Roberts

Erin Roberts

Client Service Associate

(205) 329-6495

(205) 655-1298

David Whitmire

David Whitmire

Client Service Associate

(205) 654-5876

(205) 655-1298

Jaelyn Burns

Jaelyn Burns

Administrative Assistant

(888) 725-7526

(205) 655-1298

Judy  Lawrence

Judy Lawrence

Consultation Coordinator

205-898-1181

205-655-1298

Katie Ritson-Carter

Katie Ritson-Carter

Consultation Coordinator

(205) 609-2365

(205) 655-1298

Kristina Wildsmith

Kristina Wildsmith

Consultation Coordinator

205-654-5052

205-655-1298

Shane Wade

Shane Wade

LPL Investment Advisor Representative

205-329-6486

Stephanie Benzaia

Stephanie Benzaia

Consultation Coordinator

205-606-3433

205-655-1298

Tawanna Mitchell

Tawanna Mitchell

Consultation Coordinator

(205) 235-1286

(205) 655-1298

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.