Carol is our Vice President for Accounts Management, Licensing, and Administration. She has been with the firm for over 25 years. She is married and has five grown children and three grandchildren.
Our Firm Advisors
Walter G. Barnes, better known as Walt, has over 50 years of experience as a professional insurance and investment advisor. He has earned his Chartered Life Underwriter, Registered Health Underwriter, and Chartered Financial Consultant professional designations, having undergone extensive periods of study and exams. Walt strongly believes in the Chartered Life Underwriter Creed, which is the “Golden Rule” of financial advisors:
“In all my relations with clients I agree to observe the following rule of professional conduct; I shall, in the light of all circumstances surrounding my client, which I shall make every conscientious effort to ascertain and to understand, give him that service which had I been in the same circumstances, I would have applied to myself.”
Walt has served his profession as the President of the Birmingham Association of Life Underwriters and the Birmingham Association of Health Underwriters as well. He has also served as President of the Birmingham Chapter of Chartered Life Underwriters and President of the Alabama Association of Health Underwriters.
In his community, he is a lifetime deacon of Shades Crest Baptist Church and member of the Church Planned Giving Committee. He also serves as a Board member of the Birmingham Police Athletic Teams, and is on the Board of Advisors of Judson College.
Randy Barnes has been helping people with their financial needs and plans since 2003. He has worked with people in almost all phases of the retirement planning process - from opening ROTH IRA's to 529 College Savings plans on one end of the process to helping a client navigate through the hurdles of the distribution phase of retirement on the other end of the process.
One of the main points of the company's vision statement is that we focus on educating clients and prospects. Randy does that as an advisor by providing seminars that specialize in various areas of the financial planning process. Randy also works very closely with clients, utilizing a number of resources to help clients understand the overall picture of retirement and the many opportunities that are available to help their plan succeed.
In addition, Randy has served in leadership roles in many state and national organizations. He is past president of the Alabama Association Health Underwriters and is the current treasurer of the Birmingham chapter of the National Association of Insurance and Financial Advisors. Randy also won the prestigious John Galloway award in 2010, for his leadership and dedication to the insurance and financial services industry.
Randy is married to a retired school teacher and has three grown children, all with successful careers. He enjoys music, golf, college sports, and spending time with his wife.
Don is our office manager and will likely be the first person to greet you if you call our office or come by. Don has been with our company for over 15 years.
Tonya is our Director of Marketing. She has been with our office almost 3 years now. She is pursuing her degree in accounting at Jefferson State Community College and she hopes to graduate by December of 2017. She has two sons, one attending middle school and one in elementary school.
David joined our firm in early 2016 after relocating to Alabama from his long-time home in Chapel Hill, North Carolina. David earned his bachelor’s degree in 2009 from UNC-Chapel Hill and spent the last six years as a Financial Services Officer with NC State Employees’ Credit Union where he served in a variety of capacities. From relationship banker to tax preparer and insurance agent to mortgage loan officer, he’s developed valuable experience across the wide spectrum of financial services. After considering the career move for some time, David decided in late 2015 to make the change. He represents the third generation of this family-owned company and hopes to build on the already considerable legacy his father and grandfather created before him.