Office Closed on Friday, April 21st

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Hi everyone.  Ususally we take off and close down the office on Good Friday to celebrate Easter with our families.  But this year, Good Friday fell the friday before the end of tax season.  So we decided to delay our 1 day holiday and take our Good Friday on April, 21st.  Just wanted you all to be aware of our office being closed tomorrow.  If you have any questions, we will be checking our office voicemails throughout the day as well as our emails.  Thanks for understanding!  And Happy {late} Easter everyone!

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.

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