Broker Check

Our Team

Although many advisors may call themselves "financial planners," CFP® professionals have completed extensive education and experience requirements and are held to rigorous ethical standards. We understand the complexities of the changing financial climate. We are committed to providing unbiased financial advice.

Ken Askew, CFP®, CKA®

Senior Financial Advisor

(256) 536-7320

Ken was born and raised in the Shoals area of North Alabama. He earned a BS in business from the University of North Alabama and completed his financial planning coursework through New York University. He began his career as a financial advisor in 1999.

Ken and his wife Melisa have been married for thirty-eight years and enjoy traveling together. They have two adult children and a grandchild. Ken is an active participant in two faith-based organizations, Kingdom Advisors and Vantage Leadership Forum.

Ken is currently licensed in AL, AR, AZ, CA, FL, GA, IN, LA, MI, NM, NC, OH, PA, SC, TN, TX, VA, and WV

Gary L. Ely, CFP®

Financial Advisor

(256) 536-7320

Born, raised and residing in Huntsville, Alabama, Gary Ely enjoys serving his community through the profession he loves. Gary began his career in banking and became a financial advisor in 1991. He holds a Bachelor of Science in Business from the University of Alabama and has completed his financial planning coursework through Florida State University. 

Gary has been married to his wife, Stephanie, for more than three decades and they have been blessed with three children who have grown into successful adults. He attends Whitesburg Baptist Church where he is an active member and has served on the Planned Giving and Children's committees. He enjoys studying American history, spending time with his grandkids and following college football.

Gary has been licensed in the securities industry since 1991 and is currently licensed in AL, AZ, CA, FL, GA, LA, MI, NC, OH, PA, SC, TN, TX, VA, and WV.


Click the link to email us for Appointments or Customer Service or call us at (256) 536-7320. We look forward to serving you.