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About

About

We establish a close relationship with our clients; more in-depth than you would typically envision. Only then can we fully understand and implement the needed direction of their financial planning. The foundation of our work has always and continues to be through the earned trust of our existing clients. We provide advice to a vast clientele and offer expertise in the emphasized areas of Retirement Planning, Investment Planning, Estate Planning, and Insurance Review. We thrive on helping our clients navigate the complex financial world as we assist them in making life altering financial decisions.

Birmingham Team

Stephen D. Iaconis, CFP®
Stephen D. Iaconis, CFP®
Managing Director & Wealth Advisor
Quint Cook
Quint Cook
Wealth Advisor
Katie Tompkins, CFP®
Katie Tompkins, CFP®
Branch Operations Manager
Samra Michael
Samra Michael
Client Services Associate

Prepare for the road ahead.