Our mission is to provide proactive, personal service by listening and fully comprehending client goals; to provide sound, individualized solutions and objective, independent advice; to provide clients with peace of mind through constant communication, personal relationships and an investment strategy in alignment with their life goals. We want to help our clients achieve better lives. 

We believe in the value of comprehensive financial planning and implementation. Financial planning is one of the most important services that successful people use to create an extraordinary business career and personal life.

Warren, Averett, Kimbrough & Marino Wealth Management, LLC is an affiliate of the accounting and business advisory firm, Warren, Averett, Kimbrough & Marino, LLC. In the course of serving clients over the last 35 years, Warren Averett saw a need among clients for independent and personal comprehensive financial planning services.

In 1999, we started our financial services division, Warren, Averett, Kimbrough & Marino Wealth Management, LLC. The goal was to build a financial planning and investment advisory firm that reflected the objectivity and trusted advisory relationship found among the tax, audit and accounting relationships in the CPA firm. Our business philosophies and beliefs are rooted in this heritage of trusted, personal relationships.

I have been with Warren Averett since 2000 and serve as a Vice President of Warren Averett Wealth Management. My primary responsibilities include creating comprehensive financial plans for families and creating and managing their investment portfolios.

I have been providing comprehensive financial planning and investment management advice since 1990 when I graduated from Samford University with a B.S. in Business Administration. I earned the Certified Financial Planner (CFP) designation from the College for Financial Planning in Denver, Colorado in 1993.