Broker Check

Our Team

Your financial partner for life.

Jack Burnette

Wealth Management Advisor

(205) 613-4994

Upon graduation from the University of Alabama in 1978, Jack began his career as a CPA. After 3 years in public accounting, he spent the next 20 years in health care in various sales and corporate development roles.

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Alison Castellano

Financial Advisor

(205) 504-9868

Alison is an educator at heart and aims to simplify financial concepts to help her clients understand and navigate financial complexities with confidence. 

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