We are a team of trusted, knowledgeable and credentialed professionals with decades of collective experience protecting and growing wealth.
We are unwavering in our commitment to managing and protecting your best interests across every stage of financial life. Our team is also positioned to deliver access to expanded wealth services and highly credentialed specialists through our affiliation with Summit Financial.
Experienced Team
Joy Lovette
Director of Client Relations
David Fox
Financial Paraplanner
5120 Selkirk Drive, Suite 200, Birmingham, Alabama 35242205-313-9153