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We embody a commitment to client-centric excellence. Upholding the highest ethical standards, transparency, and continuous learning, we navigate financial landscapes innovatively. Our approach is marked by empathy, tailoring solutions to diverse needs, and guiding responsible wealth management for long-term success.
Registered Administrative Associate
Cassie grew up in Dothan, AL. She moved to the Gardendale area in 1996 and has been recognized as Gardendale’s Own, an award presented to an individual who has brought positive recognition to the City of Gardendale. She assists...
Registered Representative and Investment Adviser Representative
After graduating from Gardendale High School in 1985, I earned a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama.I launched my career in financial services in 1993. I founded Brooks...
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Financial Specialists LLC and Brooks Financial Services LLC and is not sponsored or endorsed by Cetera Financial Specialists LLC nor Brooks Financial Services LLC.