Financial Advisors and Services Hours: Monday thru Friday 8:00am-5:00pm
Registered Investment Advisor of 29 years, Dave Ramsey “Investing Pro We Trust”Categories
About Us
As a fee-only fiduciary with an RIA (Registered Investment Advisor), Al’s professional passion is in partnering with families to achieve and maintain their generational goals, and in providing corporate entities of all sizes with disciplined, measurable, and accountable portfolio management. Al began his career at Merrill Lynch in 1993 after graduating Magna Cum Laude with a degree in Business Finance from the Meinders School of Business at Oklahoma City University. He is also a proud Mount Saint Mary Rocket and United States Army veteran.
Rep/Contact Info
Al Mertens
Owner/Senior Portfolio Manager
Brandi Mertens