Meet the Professionals Who Can Help You Pursue Your Goals

We help individuals and families enjoy their ideal retirements.

Our Approach

At Red Mountain Financial, we’re passionate about …

Our mission.

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

Your protection.

We protect our clients’ hopes, dreams and lifestyles through the right insurance plans.

Your wealth.

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

Meet the Team

Todd Talbot

Investment Advisor Representative

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Todd believes people are the heart of any business and losing the right person at the wrong time can cripple a company.

As a financial professional who can offer investment and insurance products and services, Todd is passionate about helping business owners protect and grow their business. He enjoys helping business owners and executives preserve their income, bringing common sense and simplicity back to their investment planning.

Todd values his family, an active lifestyle and giving back to the community. “I live these priorities by coaching youth sports, working out and staying involved in the business community,” he says.

Parks Lee

Investment Advisor Representative

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Driven by a passion to protect his clients, Parks uses insurance and financial guidance to help people feel confident about their financial future.

He got his start in the industry in 1978 in Birmingham and is a financial professional who can offer investment and insurance products and services. Parks’ clients are primarily physicians, dentists, attorneys, business owners and other professionals living all across the United States.

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

Ready To Take the Next Step?

For information about any of the products or services we provide, schedule a meeting or sign up for one of our live events.

Or give us a call at 205.879.7302.