09/09/2025
Can’t wait to get into this new building and help our clients in the greater Gadsden area.
I help individuals achieve a more secure future for themselves, their families and businesses.
09/09/2025
Can’t wait to get into this new building and help our clients in the greater Gadsden area.
Take a few minutes to listen to this!
04/27/2025
Tá na hora
Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.
05/14/2024
In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at why faltering consumer sentiment could pose another challenge to the economy.
How Main Street Sentiment Could be a Challenge for the Economy How does the latest tumble in consumer optimism fit into the economic picture? Get more in our Weekly Market Commentary.
05/13/2024
Northwestern Mutual’s latest survey shows that a remarkable 95% of parents who are saving for college expect to cover more than half of the cost for their children. If this is one of your top goals, I can help you find the savings options that would work best for your family.
College Savings Plans: 6 Options to Consider When it comes to saving for your child’s college education, you may have a wider range of options than you realized. Here are six of the best ones.
Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future.
*Planning and Progress Study, 2024.
05/07/2024
In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at how recent conflicting wage data highlights another wrinkle for the Fed to contend with.
Another Challenge for the Fed to Contend With Look for more volatility in inflation as we move later into the business cycle. Get more in our Weekly Market Commentary.
05/06/2024
Reach out if you’re looking for help creating a debt-reduction strategy.
Want to Get Out of Debt Faster? 4 Things to Ask Your Credit Card Company Right Now Most credit card issuers want to keep you as a customer, so it’s worth asking them for more favorable terms. These tips can help you get started.
04/30/2024
In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest economic and jobs data and how it points to a tough task ahead for the Fed.
Latest Economic Data Underscores the Fed’s Tough Task Ahead More signs emerge that inflation is moving in the wrong direction. Get more in our Weekly Market Commentary.
04/29/2024
Retiring at different times brings unique challenges and opportunities. Reach out if you need help ironing out the details so you can enter retirement feeling confident.
5 Things to Consider When You Retire Before Your Spouse If you decide to retire before your spouse does, there are a few things you should know. Here are 5 things to know if you’re retiring before your spouse.
If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.
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| Wednesday | 8am - 5pm |
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| Friday | 8am - 5pm |