3401 Malcolm Drive (Taylor Road Branch)
Education Background: Auburn Montgomery, BSBA- Finance
Registrations (Held through SA Stone Wealth Management Inc.): Series 7 and 66
Insurance Licenses (Held through SA Stone Wealth Management Inc.): Life and Health
Background in Financial Industry: I have worked in the financial industry for a little over 2 years. I look forward to continuing to serve our customers here at MAX and in the local community.
I am actively involved at St. Joseph's Catholic Church in Prattville, Alabama, where I am currently the youth director for Knights of Columbus. I am also an Assistant Scoutmaster for a local Boy Scout troop and enjoy volunteering at various River Region non-profit organizations, such as the Salvation Army.
What is your role with MAX Wealth Management?
As a Wealth Consultant here at MAX, I strive to find simple solutions for our clients while helping them plan their financial future and grow through every life stage.
Why would you recommend MAX Wealth Management to a potential client?
MAX is family! Our team members are good, dependable people that you can count on and are always there to help. Our wealth management team works one-on-one to ensure every client works toward meeting their financial goals.