Financial Advisor / Founder
Al holds a Series 6 & Series 63 designation as well as Life & Health designations.
"I am energized by being a Life-Centered Financial Planner. Helping clients identify and answer questions, that will help them life their best life."
Al has been in the financial services industry since 1987. Al approaches his work as an Advisor as a life-long relationship. Al will walk clients through every step of the process. Listening to stories and life experiences to better understand his clients and then develop a financial plan to meet life's goals. The plan being both tax efficient and matching risk tolerance.
Al resides in rural Foley with his wife, Mary. Al & Mary have seven children and four grandchildren. They provided foster care for 17 years. Al has been involved in coaching and mentoring for over three decades.