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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Andy Easterling, CPA/PFS, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(205) 588-7180

(205) 588-7173

After graduating from Auburn University with a degree in Accounting, Andy received his CPA, Certified Public Accountant, certification and worked for 8 years in public accounting. At the beginning of 2000, Andy made a career change and...

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Stephnie Flurry

Client Service Administrator

(205) 588-7180

(205) 588-7173

In her Senior year at UAB, Stephnie began working in Marketing for a national medical laboratory company. Upon graduation, she moved into an Account Management position with the company and worked in Medical Sales with the company...

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