Putting
people first.
Get to know our leadership team
Leadership at the Vestavia office is dedicated to doing good for our clients, employees and community.
Cami Stewart
Chief Operating Officer
Katy Schram
Leadership Development Officer
Britainy Short
Recruiter
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
I have been a life-long Alabamian. I was born in Mobile before moving to Hoover in 1997. I am a college graduate from UAB, and I am also a veteran of the United States Marine Corps. I have a passion for helping others and I hope the experiences I have as a father and husband will help in building my practice and...
I have been a life-long Alabamian. I was born in Mobile before moving to Hoover in 1997. I am a college graduate from UAB, and I am also a veteran of the United States Marine Corps. I have a passion for helping others and I hope the experiences I have as a father and husband will help in building my practice and helping my clients.