In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Alan Parker

Alan Parker

Financial Advisor

Associate Vice President
Visit Alan Parker's website
Eddie Armstrong

Eddie Armstrong

CFP®, APMA®

Branch Manager

Vice President
Visit Eddie Armstrong's website

Team

Stacey McCulley

Stacey McCulley

Registered Client Service Associate

Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • Life, Accident, Health and Variable Insurance
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