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About Us
James E. Sandifer

James E. Sandifer, CFP®

President, Chief Compliance Officer

For more than 30 years, Jamey has been helping clients, just like you, build financial strategies based on their individual goals – whether the client is a professional, retiree or high net-worth individual. We believe clients will benefit from his experience and enjoy the personal attention given to each and every client.

A dedicated professional, Jamey has achieved the designation of CERTIFIED FINANCIAL PLANNER professional, a certification that required him to complete the rigorous CFP® certification process, and requires him to meet ongoing certification renewal requirements. He is a current and past member of Raymond James advisory boards for mutual funds, charitable giving and retirement income.

Jamey earned a Bachelor of Science degree in Business Administration, with a concentration in finance, from the University of Alabama. Outside the office, he enjoys golf, hunting, fishing and spending time with his wife and three children. Jamey is also a member of the Estate Planning Council of Mobile, the Financial Planning Association and the Ashland Place United Methodist Church.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.