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Velda has been in the financial services field her entire career with the last 18 years concentrated in financial planning and investments. Before starting the firm, Velda was co-owner in a financial planning firm for five years. She gained a lot of experience while employed nine years at a national bank as an investment officer. She earned her CFP® designation in 2000 and previously held the NASD series 6, 63 and 7 along with having an insurance license and a real estate license for many years. She is a member of the National Association of Personal Financial Advisors (NAPFA) and has recently completed a three year term of service on the Regional and National Boards. She is a NAPFA Registered Advisor and is required to get 60 hours of continuing education every two years as part of NAPFA’s requirement which is double the amount required by the CFP® board of standards. During the last two years Velda has logged over 150 hours of continuing education.
In addition to her membership with NAPFA, Velda belongs to Rotary International, The Gadsden Chamber of Commerce, First Friday Forum, and Women Executive Networking. She is Co-Chair of the Leading Edge Institute for the Northeast Alabama area. This organization helps to develop the future ‘female’ leaders of Alabama. She became affiliated with the Financial Planning Association (FPA) in 1999 and was Membership chair while serving on the Board of Directors. Velda is a graduate of the College of Financial Planning in Denver, Colorado and holds a BS in Human and Environmental Sciences from the University of Alabama.
Velda has served for several years as a volunteer for Kiplinger Magazine on their ‘Jump Start Your Retirement’ series. She has been quoted in several magazines and has been a frequent guest lecturer at the University of Alabama on financial planning topics. She is a frequent speaker for many civic clubs and has conducted many workshops over her career on the subject of financial planning.
Velda believes that ‘the devil is in the detail’ and in the financial services industry you can not be ‘too careful’. She is dedicated to education and believes that staying abreast of new laws, regulations and rules is the backbone of what enables an advisor to meet a client’s needs.
Brandon brings 13 years of experience in investments and financial planning to his position with Eugenias Advisory Group. His experience comes from working with a regional bank, a national brokerage firm, and most recently a privately owned wealth management firm. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brandon is responsible for creating, analyzing and implementing strategies to help clients achieve their financial planning goals through asset preservation, income protection and estate planning. Brandon is part of the investment committee and is one of the financial planners working directly with clients.
In addition to the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Brandon holds a degree in finance from the University of Alabama at Birmingham. He is also a Certified Small Business Consultant and holds a Masters Degree in Entrepreneurship, which enables him to bring specialized planning to small businesses and small business owners.
Brandon is a committee member for the Alabama State Committee for National Entrepreneurship Week and a member of the United States Association of Small Business and Entrepreneurship (USASBE).
Brandon and his wife Stacey have two children and reside in Oxford, Alabama.
Bethany brings a Master’s Degree in Human Environmental Studies with a concentration in Family Financial Planning and Counseling to Eugenias Advisory Group, LLC. Bethany was previously employed by a bank before joining our firm. In her banking tenure, she earned valuable experience in client service, compliance, and commercial lending. Bethany is dedicated to providing the best service possible to clients while paying close attention to detail.
Bethany has lived in Leeds for most of her life. She received both her undergraduate and graduate degrees from The University of Alabama. Her hobbies and passions include traveling, sewing, and spending time with her husband and extended family. Bethany is very involved in her church, where she has taught courses on finances.
Bethany and her husband, Ben, are excited to announce they are expecting their first child this year.
Bethany has left the position as Office Manager so she can stay home to prepare for her baby. She will work some part time until the baby comes (in October). She has indicated she will work with the firm after January, 2011 in a support role. |
