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Our Financial Advisor Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced financial advisors have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Jeremy W. Young


(205) 991-5017

(205) 518-8852

Jeremy Young brings a breath of fresh air to the financial services industry. Entering his 11th year as a financial advisor, Jeremy offers the depth of knowledge and integrity that you should require of your financial professional.

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Aaron Bethune




Aaron Bethune is uniquely qualified to assist educational professionals and jurisdictions with retirement, estate, and investment plans. He focuses on developing customized plans to fit every circumstance.

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David Foster

Head of Internal Operations - Montgomery



David recognizes it's a privilege to be your financial advisor, His integrity and devotion to put the client first shines through his individualized approach. With a finance degree and years of experience, he has the knowledge to serve you.

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Karen Delimater

Head of Internal Operations - Birmingham

(205) 518-8866

(205) 518-8866

Karen's career path and faith has provided her with a deep understanding and empathy for family's needs, She ensures that each client is treated as the only client and will advocate for their best interests.

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Richard "Coach" Saito

Fixed Product Specialist



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