A philanthropic leader in the Birmingham community, Allen Taylor founded Wealth Strategies, LLC in 2002. While he brings over 30 years of experience to the table with education from Birmingham-Southern College, it’s his devotion to his clients and the value of each relationship that is the catalyst to Wealth Strategies’ success. As a member of the International Association of Qualified Financial Planners (IAQFP) and a Registered Financial Consultant (RFC), his extensive knowledge in the field helps a little bit too.
When he’s not in the office, you can find him spending quality time with his wife, Donna, and their two daughters. Having a pilot’s license gives him the freedom to fly the skies at his leisure, as well as volunteer with both Angel Flight and EAA Young Eagles.
Because of his passion and commitment to his profession, Allen often shares his extensive knowledge of finance by teaching other financial professionals the ins and outs of investments and retirement planning. He also partners with Auburn University to help the next generation of young professionals through workshops, classes and guest speaking. An active member of the faith community, Allen devotes much of his time to serving on the finance committee of his church, where he plays in the orchestra and teaches Sunday school class.
An honest and empowering leader, Allen strives to ensure the success of everyone around him.
Jimmy Waters started his career as a Financial Advisor in 1994 at Merrill Lynch, and most recently served as Vice-President, Senior Financial Advisor at Ameriprise Financial before joining Wealth Strategies in 2017. He graduated from the University of Alabama at Birmingham with a degree in Finance with a concentration on Investments and Institutions.
Jimmy started in the business with the simple notion of trying to make people’s lives better. Through communication, education, and service which exceeds their expectations, clients are inspired to achieve lasting wealth. Rather than simply providing solutions, Jimmy strives to engage in a dialogue that emphasizes goals-based planning to ensure that clients fully understand what is required to achieve their objectives. Personalized service, trust, and uncompromising integrity are the foundation of every client relationship.
Jimmy lives in Birmingham with his wife, Kate, and their daughter, Virginia. A former collegiate tennis player, Jimmy is an avid golfer, and enjoys running and biking. He and his family are active members of Independent Presbyterian Church, where he has served on the Focus on Faith Committee and as Moderator of the Board of Deacons.
After more than 25 years of experience in the financial services industry, Don joined Wealth Strategies, LLC. in October of 2011. As a Financial Advisor* of Lion Street Financial Securities, Don assists families and individuals that are nearing retirement and prepare for what should be some of the best years of their lives.
Using a proven process, Don sets up a blueprint that his clients can follow in retirement. He customizes and monitors each strategy and commits to meeting with his clients regularly to review their goals and progress. Over the last three decades, Don has worked with clients to solve a wide variety of financial issues. He appreciates and values having long-term relationships and has become well known for his personal commitment to each client. As a former educator, Don specializes in simplifying complex ideas and presenting them in a clear and compelling style.
Don is a graduate of Arkansas Tech University, Northwestern University, Mid-South School of Banking, and the American Bankers Association Trust School. Don has been on and presided over numerous faith based, charitable, civic, and community organizations throughout his lifetime. He enjoys traveling and spending time with his wife, three children, and five grandchildren.
Since 2008, Kendra Smith has served as the Office Manager for Wealth Strategies, LLC. Kendra is skilled at keeping things orderly and systematized, and she enjoys helping fellow administrative assistants do the same.
Kendra believes the sweet spot of success in an advisory office exists where advisors are freed to advise by administrators who are freed to administrate. She feels this is key to providing clients with a stellar service experience. Kendra holds a Bachelor of Business Administration from University of Montevallo and has worked in financial services since 2005.
She is actively involved with The Church at Shelby Crossings where she has served on the Stewardship Team and works with the Firehouse Shelter cooking ministry. She and her husband, Jonathan, enjoy working on home projects together and spending time with their kids and grandkids.
Kim Fredrick serves as an Administrative Assistant with Wealth Strategies. While her primary role is managing clerical responsibilities for our advisors, we don’t know what we did before Kim joined the team. She is an integral part of our ability to deliver personalized attention to each client that works with Wealth Strategies. Often the first face you see when you walk into our office, Kim is our front line for customer service.
Kim believes in the philosophy that each client is unique and her favorite part of working with Wealth Strategies is getting to know each client personally. She routinely surprises our clients by knowing their birthdays, their children’s names, their pets names and other personal details.
A mother of three, Kim holds a degree in Office Administration from Eastern Kentucky University and is an active member and volunteer at Church of the Highlands.
As a client liaison with Wealth Strategies LLC. Pam’s primary role is to help transition clients who are transferring to Wealth Strategies from another planner or advisor. Her mission is to make the transition seamless and comfortable for every client as they begin to work with Wealth Strategies.
Pam’s favorite part of working with clients is getting to know them over the years and helping them navigate the administrative financial requirements involved with investing. She views her clients as family and she goes out of her way to make sure every need is met.
Pam and her husband Tom have been married for 40 years. Avid animal lovers, they are happiest when hiking at Red Mountain with their dogs.
Terry has been an essential part of Wealth Strategies, LLC, since 2007. As a Registered Assistant with Lion Street Financial Securities, Terry holds Series 6, Series 7, and Series 63 licenses. While her primary role is keeping Allen well organized when he is in Lake Charles, Terry also provides administrative support to our other offices via our internet-based systems. As the first face people see when they walk through the door to the Louisiana office, Terry loves developing and maintaining relationships with clients.