09/02/2026
If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.
"Let's make a plan." Four of my favorite words- but I know not everyone feels that way. I am originally from Walker County, AL, where my family still resides.
2279 Valleydale Road, Suite 250
Birmingham, AL
35244
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |
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