Bio
Daniel helps clients identify additional opportunities to align their wealth with their goals, values, and vision for the future. With more than 22 years of experience in financial services, he has worked with entrepreneurs, business owners, executives, multigenerational families, and high-net-worth individuals as they navigate complex financial decisions.
Bio
Don Cloud is dedicated to helping individuals and families better understand their retirement planning options. Since beginning his financial planning practice in 2001, he has focused on educating pre-retirees and retirees throughout north Alabama, helping them make informed financial decisions based on their individual circumstances.
Bio
Charlie works with individuals and families to discuss financial considerations and planning strategies aligned with their long-term objectives. He is known for an approachable style and focuses on building relationships through ongoing conversations about financial priorities.
Bio
Germi Cloud, CRPC®, is a Senior Vice President and Financial Advisor with more than 15 years of experience helping individuals and families prepare for and navigate retirement.
Bio
Aaron is passionate about helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. He takes an approach focused on understanding client priorities and helps develop strategies based on their financial objectives and circumstances. By listening carefully and providing guidance, Aaron works to help clients better understand complex financial situations.
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John Michael brings a client-focused approach to wealth management, shaped by his own experience working with financial advisors before entering the profession himself. That perspective informs his work with clients today, helping him understand the importance of trust, communication, and thoughtful guidance throughout the planning process.
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Scott Montes brings 28 years of financial services experience to his role as a Financial Advisor. Throughout his career, he has developed a broad background spanning compliance, operations, trading, billing, business development, and auditing.
Bio
Garrett is a Wealth Planning Analyst with the Kaminsky Silverman team, spearheading the development of financial plans and implementing planning strategies to help clients achieve their financial goals.Prior to joining Shufro Rose, Garrett was an Associate Advisor with Ameriprise Financial. Garrett graduated with a B.S. in Finance from the University of Delaware.
Bio
Pierce launched his career in the financial industry in 2007. He served as a portfolio manager in New York at BNY Mellon, working with ultra-high-net-worth individuals, families, and foundations. In 2015, he moved to Denver and assumed a position with Personal Capital, holding a variety of advisory and leadership roles.
Bio
Austin began his career in the financial industry in 2011 and has spent more than a decade helping individuals and families navigate important financial decisions.
