Michelle Pike shares retirement tips

Michelle Pike shares retirement tips

Principal and Financial Planner Michelle Pike shared her expertise on planning for retirement with the Birmingham Business Journal. A CERTIFIED FINANCIAL PLANNERâ„¢ and Accredited Estate Planner®, Michelle has over 20 years of experience helping clients achieve their financial goals. Read the…

Rebecca Yerby named NextGen: Money Honoree

Rebecca Yerby named NextGen: Money Honoree

The Birmingham Business Journal named Financial Planning Associate Rebecca Yerby a NextGen: Money honoree. The award recognizes rising stars in the finance industry, including banking, financial planning, and wealth management. Rebecca is a Financial Planning Associate with Kassouf Wealth Advisors, where she works…