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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®, CIC

Ken Askew, CFP®, CIC

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Ken was born and raised in the Muscle Shoals area. 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 two adult children and they enjoy traveling together.

Ken is licensed to sell securities in AL, AZ, CO, FL, GA, IN, LA, MS, NC, TN, and TX.



Gary L. Ely, CFP®

Gary L. Ely, CFP®

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Gary was raised in Huntsville where his father worked with NASA. He earned a BS in business from the University of Alabama and completed his financial planning coursework through Florida State University. Gary began his career in banking and became a financial advisor in 1991. Gary and his wife Stephanie have three adult children. He enjoys following college football.

Gary is licensed to sell securities in AL, FL, GA, LA, and VA.


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