Al brings many years of experience to our team. After serving in the U.S. Navy, he began his career as a bond broker in Little Rock, then moved to California where he headed his own boutique investment company assisting retail clients while working closely with their estate planning attorneys and accountants. He currently focuses on portfolio management, estate planning, long-term care programs and annuities.
In addition to being a Certified Financial Planner™ certificant, Al’s licenses include Series 7: General Securities Representative, Series 24: General Securities Principal and Series 65: Investment Advisor Representative. He also holds life insurance licenses in Arkansas, California and Texas.
Al enjoys spending time with family, playing guitar and singing, and restoring classic cars. He is passionate about veterans’ causes and volunteers at the VA Hospital teaching guitar lessons and providing guitars to veterans in the PTSD program.
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With Crews since 2020