

Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving

Certifications
CFP®
Certified Financial Planner™RICP®
Retirement Income Certified Professional®CLU®
Chartered Life Underwriter®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Running
- Hiking
- Cycling
- Triathlons
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(866) 531-5804Branch Team
- Angie Larabee
- Sr. Branch Office Administrator
- Melanie Rogers
- Sr. Branch Office Administrator
- Faith Pate
- Branch Office Administrator
Branch Team
Office Address
309 Longwood Dr S WHuntsville, AL 35801opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More