201 Office Park Drive, Suite 300
Birmingham, AL 35223
ph: 205.871.6690
fax: 205.803.3331
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A Relationship Founded on Trust

A Relationship Founded on Trust

A Comprehensive Portfolio

An Emphasis on Professionalism

A Promise to Listen

Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect and transfer wealth through objective, tailored, financial advice.

Our Team

"Together with the members of my staff, I have the expertise necessary to help solve complex financial problems, the resources to keep you informed as worldwide economic forces change, and the commitment to provide advice that makes a difference."

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"I specialize in assisting small business owners, executives, and other successful people design their retirement portfolio toward meeting their retirement goals. Once I present all their options, they're in a better position to decide what's appropriate for them. Plus, I perform periodic reviews to help them keep their portfolios on target."

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As a successful business owner for twenty-Five years, Rick is experienced in finance, risk management, business analysis, changing markets, HR, client services, marketing, business management changes and ownership transitioning and advanced charitable-giving.

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