Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Mike Mashburn
President
(205)-314-8932
Mike is a native of and has deep roots in the Birmingham community. Mike holds a Bachelor of Science in Business Administration from Birmingham Southern College and a Master of Business Administration from Samford University. His...
Read more
Charity Floyd
Assistant
Charity Floyd is a Jacksonville, Florida native who entered the United States Air Force at age 20. During her 24-year military career, she served in a wide range of roles spanning hospitality, customer service, training, and safety....
Read more