We are proud to announce that we were named in the December 2013 issue of InvestmentNews magazine as one of the Top RIA’s – Largest Fee-Only Registered Investment Advisory Firms in the U.S. We are so thankful and truly honored that our clients allow our family to serve and guide them with taking care of their family’s.
*InvestmentNews qualified firms that are headquartered in the United States based on assets under management data reported on each firm’s Form ADV, which is filed with the Securities and Exchange Commission.
Audrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree in Family Consumer Sciences & Financial Planning. Audrea has over 19 years of experience as a Financial Advisor with Money Management Services. She holds the designations of AIF® (Accredited Investment Fiduciary), CRPS (Chartered Retirement Plan Specialist) & CES™ (Certified Estate and Trust Specialist). As an advisor, Audrea specialized in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.