Our Qualifications

Our staff includes individuals with the designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Public Accountant, Certified Financial Planner, and Accredited Estate Planner. Utilizing their experience, knowledge and a team approach enable us to provide truly comprehensive financial planning.

John, Chad and William have over 30 years combined experience in the investment, financial planning and business world. Their backgrounds in tax, finance, insurance and investment planning help them to serve every financial need of their clients.

John A. Pelham has over 20 years experience in the Financial Services Profession. He has the designations of Certified Financial Planner, Chartered Financial Consultant, Certified Life Underwriter, Certified Fund Specialist and Accredited Estate Planner. John has a Masters Degree in Financial Sciences. John teaches the Retirement, Estate Planning and Insurance Planning sections of the Certified Financial Planner curriculum for the University of Alabama in Birmingham.

John is a past President of the Birmingham Chapter of the Society of Financial Services Professionals, a member of the Birmingham Estate Planning Council and the Financial Planning Association.

Personal

John and His wife Phyllis live in Mountain Brook, Alabama. They have three children: John Jr. age 7,  Lena age 5 and James Henry age 3. They are active members of Saint Mary's-on-the-Highlands Episcopal Church. John is a former vestry member, Treasurer and currently serves as the chairman of the Planned Giving Committee.John a and Pyhllis both  teach sunday school at Saint Mary's. John and Phyllis are the chairpersons of Saint Mary's relief efforts for victims of Hurricane Katrina. John helps coach soccer and baseball teams and Phylllis is active in the PTA.