Broker Check

About Us

Matt Lemen

Matt Lemen

Partner, Wealth Management Advisor

(205) 963-7013

Billy Haskins

Billy Haskins

Partner, Wealth Management Advisor

(334) 347-2314

Ken Azar

Ken Azar

Partner, Business Development

(205) 858-1016

Ben Steele

Ben Steele

Operations Manager

(205) 892-1584

Laura Tillis

Laura Tillis

Office Manager

(334) 679-3513

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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