Our Team

When he's not in the office, you can find Allen with his wife, Donna, enjoying their home on Lake Martin or spending quality family time with their two daughters and son-in-law. Having a pilot's license gives him the freedom to fly the skies at his leisure and to pursue his passion for aviation, something he shares with others through volunteering with both Angel Flight and EAA Young Eagles.

Because of his commitment to his profession, Allen generously offers his time and experience to mentor colleagues through the challenges of running a financial practice. He also partners with Auburn and Samford Universities to offer workshops and arrange speaking engagements designed to help the next generation of young professionals. An active member of the faith community, Allen also devotes time to serving on the finance committee of his church, where he also plays in the orchestra and teaches a Sunday school class.

An honest and empowering leader, Allen strives to ensure the success of everyone around him.

Jimmy is passionate about helping his clients identify their financial goals. Utilizing comprehensive planning tools, he works with them to assess where they currently are and then to create a plan that helps them achieve their immediate and future goals. Jimmy enjoys working with  the small business owner assessing retirement plan needs for her employees; the young family focused on creating a budget to simultaneously fund education and retirement goals; the newly-retired couple dealing with the complexities of Medicare, Social Security and making tax efficient income decisions; and also the individual in the challenging late stages of life who needs to proactively plan for changing health and living needs as well as for his final estate wishes.

Jimmy and his wife Kate live in Birmingham, and they enjoy traveling and spending time with their daughter and grand dog. A former collegiate tennis player, Jimmy is an avid golfer, and he and Kate enjoy hiking with their church hiking group. Jimmy and Kate are active members of Independent Presbyterian Church where Jimmy currently serves on the Focus on Faith committee and has previously served as Moderator of the Board of Deacons.

Using a proven process, Don sets up a blueprint that his clients can follow in retirement.  He customizes and monitors each strategy and commits to meeting with his clients regularly to review their goals and progress. Over the last three decades, Don has worked with clients to solve a wide variety of financial issues. He appreciates and values having long-term relationships and has become well known for his personal commitment to each client. As a former educator, Don specializes in simplifying complex ideas and presenting them in a clear and compelling style.

Don is a graduate of Arkansas Tech University, Northwestern University, Mid-South School of Banking, and the American Bankers Association Trust School. Don has been on and presided over numerous faith based, charitable, civic, and community organizations throughout his lifetime.  He enjoys traveling and spending time with his wife, three children, and five grandchildren.

Although she was born in San Diego, CA, Becky spent most of her formative years living in Hawaii. She now resides in Houston, TX, with her husband. She and Donald have four sons and seven grandchildren. Becky enjoys reading mystery novels, regularly exercising and traveling with her husband. In another life, she may have been a travel agent, as she has a knack for planning creative, entertaining and offbeat trips that tie into her travel companions’ hobbies and passions.  

Becky strives to find the joy in any situation. She is able to laugh at herself, and she knows when not to take life so seriously. Because she is someone who desires to build other people up, Becky takes the time to deeply connect with people, actively listening to their hopes and dreams, and offering her wisdom, positivity and encouragement as they reach to meet their potential.

As a financial advisor, Marcus employs those same skills to connect with clients and families in all stages of the investment cycle.  He works alongside them to identify their financial health issues and to develop a roadmap for pursuing their investment goals and meeting their long-term needs - all while cultivating the long-term relationships that Marcus values and appreciates.

Marcus is a native of Atlanta, GA, and he lives there still with his wife, Ericka, and their daughter Lauryn.  He attended the College of Charleston (SC) where he holds a bachelor’s degree in business administration.  Marcus carries Series 4, 7, 9, 10, 24, 53,55 and 66 securities licenses through FINRA.

Marcus was a founding board member of a local scholastic and sports academy where he mentored hundreds of Metro Atlanta youths,, helping over 125 student-athletes to garner athletic and academic scholarships. When he is not following his passion for service (clients and youth), Marcus enjoys playing golf, attending his daughter’s sporting events, and cheering on his local sports teams.

Adam’s dedication to his clients is driven by his belief that financial planning should be personalized, digestible and accessible for all. He has a talent for demystifying complex financial concepts, helping his clients feel confident in their financial decisions.  Adam’s specialization in research paired with his proficiency in planning allows him to help clients navigate their financial goals while ensuring each one receives tailored advice and support.

Adam grew up in Pell City, AL, and now lives in Irondale. Outside of work, Adam enjoys spending time at Logan Martin Lake, tinkering with anything mechanical, and being with family and friends. His hands-on hobbies reflect his problem-solving skills and desire to derive customized solutions, traits that he brings to his professional life as well.

Outside of the office, Aiden immerses himself in the world of sports. Having played various sports throughout his life, he has now moved into the role of a fan and spectator, cheering on his alma mater with friends and family. As an athlete on the field, Aiden internalized several foundational principles that he now integrates into his work today. His profound commitment to excellence coupled with a strong belief in responsibility and teamwork are integral to how he approaches his role as a financial advisor.  Aiden believes prioritizing and understanding client’s aspirations and collaboratively navigating them towards financial success is of paramount importance.

Aiden's vibrant and charismatic personality, cultivated through his active engagement in sports and community events, enriches his interactions with clients and colleagues alike, making him a viable asset to our team and a trusted partner in every client's financial journey.

Kendra believes the sweet spot of success in an advisory office exists where advisors are freed to advise by administrators who are freed to administrate. She feels this is key to providing clients with a stellar service experience. Kendra holds a Bachelor of Business Administration from University of Montevallo and has worked in financial services since 2005.

She is actively involved with The Church at Shelby Crossings where she has served on the Stewardship Team and works with the Firehouse Shelter cooking ministry. She and her husband, Jonathan, enjoy working on home projects together and spending time with their kids and grandkids.

Haley's first experience in customer service came in retail sales at an area department store.  That position taught her the importance of being welcoming to clients and keeping an orderly environment to create a better shopping experience.  Her next role within a call center interacting with medical patients further taught Haley how to listen to and engage with people.

Outside of work Haley enjoys spending time with her fiancée Conner exploring botanical gardens around the area, eating out at favorite restaurants, and enjoying the beach with Conner's family.