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About Us
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Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our Team
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Steven was born in California and previously lived in Arizona and Texas before moving to Birmingham in 1994, where he earned a Bachelor's in Finance from the University of Alabama at Birmingham. Steven later received his Masters in Accounting from Grand Canyon University and passed his CPA exam in 2011.
History
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Doug graduated from the University of Mississippi in 1969 with a BBA in Accounting & Finance. He was the Chief Operating Officer for Universal Industries Corporation a holding company with twelve small businesses which included a manufacturing company, a beverage distribution company, an import/export company and a small chain of franchise restaurants.
Services For Individuals
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You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
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