Growing up, I began playing sports at age 4 and continued until eventually competing in baseball at the collegiate level. I always thought that I would pursue a career in coaching because I loved the idea of teaching the game to others. Once I began pursuing my graduate degree at the University of Alabama, my dreams took a completely different path. I was introduced to Tom by my favorite graduate school professor (thanks Ms. Jan!). Getting to shadow him as he gave financial advice to his clients became the vision of what I wanted to do with my professional life. I would indeed get to help others, but that help would take the form of putting the pieces of their financial puzzle together rather than teaching them how to throw a curveball.
After finishing my graduate degree at the University of Alabama in 2007, I opened the firm’s second branch office in Tuscaloosa, AL. I have since earned both the CFP® and AAMS® designations. In addition, I became a limited partner with the firm in 2014.
I am a financial advisor primarily to successful business owners who aspire to live a work-optional lifestyle. My firm has developed and refined a 5-step process that allows us to understand what is important to our clients and then partner with them to help achieve their long-term goals.
When I’m not at the office, I enjoy spending time with my wife, Carrie, our son, Luke, and our daughter, Lena. I also love traveling, fitness, attending sporting events and golfing. I am an active member of the community, serving on the board of directors for FOCUS-50 Plus, Boys Scouts of America Black Warrior Council, Tuscaloosa Civitan Club and the Salvation Army.
My Personal Interests
Office Address312 Merchants Walk 2a
Tuscaloosa, AL 35406
Phone NumberBrett Laney at (205) 759-3023
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
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