We're passionate about...

Our Mission.  We shepherd our clients to financial independence by taking them through a unique planning process.

Protection.  We protect our clients hopes, dreams and lifestyles through the right insurance protection.

Wealth. Our proprietary wealth management process focuses on reducing risks and capturing gains.


Parks entered the financial services business in Birmingham in 1978. His clients are primarily physicians, dentists, attorneys, business owners and other professionals living all across the United States.

He is driven by a passion for protecting these clients and helping them secure the future through insurance and financial guidance.

Ann and Parks married in 1981 and have lived in the Birmingham area since. He enjoys playing golf, bridge and spending time with his eight grandchildren.

Todd believes that people are the heart of any business, and losing the right person at the wrong time can cripple a business. As a business-focused financial professional, Todd is passionate about helping business owners protect and grow their business.

For those owners and executives, Todd brings confidence by providing strategies to help them protect their income and bringing common sense & simplicity back to their investment planning.

Family, an active lifestyle, and giving back to the community are important to me. I live these priorities by coaching youth sports, working out, and staying involved in the business community.

Next Steps...

Financial planning, insurance, and wealth management should be a relationship.  Let's get to know each other.