We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Jason Schrimsher, CFP®
First Vice President - Wealth Management
Jason's primary role is to custom-design investment plans for our clients and monitor the plan performance once in place. A Huntsville native, Jason is a graduate of UA Huntsville. In his free time, he's active with the Make-A-Wish Foundation, Leadership Huntsville, The United Way, and the CFP Continuing Education Program. Jason and his wife Greta live in Huntsville with their two children, Hannah and Jack.
AL, AR, AZ, CA, CO, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, MO, MS, NC, NY, OR, PA, SC, TN, TX, VA, WA, WI
David Andrew Mann
AL, AR, AZ, CA, CO, FL, GA, MI, MN, NC, OR, SC, TN, TX
Senior Client Service Associate
AL, AR, AZ, CA, CO, FL, GA, OR, TN, TX, UT, WA