Meet the Team
Team Approach
We operate with a service team model. This approach includes several experienced professionals rather than one advisor. We find that this model allows us to provide personalized service and stay in close contact with the people we
serve. In addition to your dedicated service team, we have strategic resources that include seasoned attorneys, certified public accountants, home mortgage consultants, general contractors, medical professionals, and real estate agents. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of expertise to the table and serving as the quarterback of the extended advising team, clients are better able to maximize their time and focus on more important aspects of their lives, such as their families and careers.
We believe that clients deserve planning and service specific to their unique situation. From day one, we learn about our clients’ priorities and intentions so that their financial plan—and the investments and risk mitigation strategies therein—are driven by the clients’ inimitable circumstances and goals.
Senior Partner & Founder
John J Nusslein
30+ Year financial services industry veteran that operates a local financial services firm, based in Saraland, AL, dedicated to positively impacting the lives, lifestyles and legacies of the individuals, families and businesses in our community. Our dedicated financial representatives offer comprehensive financial planning to cover all areas of your financial picture, helping you achieve a secure financial future. Services include: Retirement Planning, College Planning, Investments, Life Insurance, Long-Term Care, Financial Planning.
Qualifications
BS in Economics @ an MBA, Bentley University, Waltham, Massachusetts
Life insurance, disability income insurance, long-term care insurance and health insurance licenses.
Securities/Investment Advisory Licenses
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Series 52TO - Municipal Securities Representative Examination
SIE - Securities Industry Essentials Examination
Series 7 - General Securities Representative Examination
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
Series 10 - General Securities Sales Supervisor - General Module Examination
Series 9 - General Securities Sales Supervisor - Options Module Examination
Series 53 - Municipal Securities Principal Examination
Series 24 - General Securities Principal Examination
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
John is a Registered Social Security Analyst - RSSA @ Member of NARSSA and the RSSA ELITE team.
John recently relocated to Saraland, AL (a suburb of Mobile) with his White Boxer "Gracie". John is an avid sports fan and sports memorabilia collector.
Senior Partner
Jamie Mcgrory
Jamie McGrory JD, ChFC® RICP®
With over 38 years experience in insurance, Jamie has held many positions including being Vice President of Agencies, Regional Director of Estate and Business Planning, Director of Compliance Coordination and running three agencies in Maryland, St. Louis, and New York. Jamie attributes his success to having a common vision and a real desire to deliver quality experiences to brokers and clients alike.
Living on Long Island, in his free time Jamie enjoys traveling, boating, fishing and spending time with his wife.
COO
Gracie Nusslein
Gracie is not allowed to have an email but she has been known to jump on a ZOOM. Picked up at a shelter on the North Shore of Boston, she has been glued to John's side for 13 years.