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400 Eastdale Circle (Eastdale Branch)







Registrations (Held through SA Stone Wealth Management Inc.): Series 7, 63, and 65

Insurance Licenses (Held through SA Stone Wealth Management Inc.): Life and Health

Registration: Alabama, Georgia, Texas, and Virginia. 

Background in Financial Industry: I have over 28 years in the financial services industry and have played an integral role in the investment department at MAX for more than 15 years.

Community Involvement:

I am very involved at my church, Landmark Church and serve through their Reality & Truth Missions program.

What makes MAX Wealth Management a smart solution for clients and potential clients?

MAX Wealth Management is a smart solution for clients and potential clients because we value relationships. We get to know our clients and families throughout generations so we are able to assist and provide solutions for years to come.

What is your style when helping a client?

I typically take a more conservative approach when assisting clients. I also take the time to look at the full financial picture of the clients. I think it’s very important to hear their goals for the future. Whether they would like to buy a home in the next few years, pay for their child’s college education, or look to retire, it’s important to see the full scope of clients’ financial futures when providing solutions.

Why should a potential client choose to work with MAX Wealth Management?

MAX Wealth Management team members take the time to build relationships to truly know customers and develop trust. When clients work with MAX Wealth Management, they can be confident in receiving honest feedback about their finances.

For more information about MAX Wealth Management brokers, visit

Tax preparation is not provided or affiliated with SA Stone Wealth Management Inc. Before making any decisions in regard to tax deferral strategies, consult with a qualified tax professional for guidance.

Securities offered through SA Stone Wealth Management Inc., member FINRA/SIPC. Advisory services offered through SA Stone Investment Advisors Inc., an SEC-registered investment advisor. The investment products sold through SA Stone Wealth Management are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

MAX Credit Union and MAX Wealth Management are not registered broker/dealers and are not affiliated with SA Stone Wealth Management Inc.  


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