The Broker Owner


“I have worked with a few other financial advisors in the past and have never felt that they really understood me and my true financial picture.  Joey takes time to learn about your whole picture rather than just how much money you have to invest with him right now.  He helps you plan out the best way to allocate the money so that you can work on debt while working on your investments.  By freeing yourself from debt you clearly have more opportunities to improve your own financial situation.”


Josh Vernon
Owner, The Josh Vernon Group
Trussville, AL
The Broker Owner

The Realtor Coach


“I’ve known Joey for nearly 10 years.  He is not only a true professional, I always tease him about ‘restoring my faith in human kind.’  We are thankful that he manages our accounts and that he partners with us to ensure we are using our system effectively so we can properly plan for 2 kids in college soon.”


Genny Williams
Real Estate Coach, Get a Real Estate Life
Hoover, AL

The Builder


“Are you afraid that there will be a lawsuit that could take you out one day? How great is it to be able to have access (at anytime) to creditor proof capital through my policies? This is a no-brainer.”

Brooks Harris
Builder, Harris Doyle Homes
Birmingham, AL