The Team

Ariss Financial Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

John Hughes

John Hughes

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

B.S. in Finance, Auburn University 1994

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Jennifer Daffron

Jennifer Daffron

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Education

B.S. in Chemistry, University of Alabama 1990

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Marc Hall

Marc Hall

Financial Advisor

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Designations

BFA, RICP®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor's, Broadcast Journalism, Troy Univeristy, Troy, AL

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Jerry Carden

Jerry Carden

Financial Advisor

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Designations

CFP®, CPA, PFS, CRPS®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

Bachelor of Science in Accounting, Troy University, Troy, AL 1975

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Bradley Bosenberg

Bradley Bosenberg

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

Florida State University, Bachelors of Science, Biology, 2006

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Steve Clark

Steve Clark

Financial Advisor

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Designations

CRC®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies

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Matt Burns

Matt Burns

Financial Advisor

Our Staff

Lisa Johnson

Lisa Johnson

Client Service Manager

Denise Ray

Denise Ray

Client Service Manager

Barbara Helms

Barbara Helms

Client Relationship Manager