2908 Poston Avenue
Meet the Team
MyRemoteFA® is a team of salaried financial advisors who work with individuals and families across the country. As our name indicates, we work with clients remotely, allowing them to receive advice from a Certified Financial Planner Professional (CFP®) from the comfort of their home or office.
Head of MyRemoteFA®
Alex serves as Head of MyRemoteFA®. He works with individuals and families to understand their unique needs regarding retirement planning, investment asset allocation, college savings, and insurance. Alex's diverse...
Garrett has a background working with clients in an advisor's office and with advisors in a corporate office. He came to MyRemoteFA when he realized his passion was more about helping clients achieve their financial goals. Garrett...
Director of Client Experience
Melissa started her career with Innovative Financial Group in 2014. As the Director of Client Experience, Melissa is responsible for ensuring clients of MyRemoteFA® receive the highest level of support and service that they...
Head of MyRemoteFA® Private Client
Sean serves as VP, Wealth Management of MyRemoteFA® and works with individuals and families to understand their unique needs regarding retirement planning, asset allocation, college savings and accumulation goals. He has...
Tyler serves as a Financial Planner at MyRemoteFA® and works with clients and their families to discover their goals and financial priorities. He completed his undergraduate degree at the University of Alabama and has worked in...
We work with you to create a plan that helps you meet your needs and goals. Whether you need help investing, protecting, or preserving your assets, our team of experts will provide personalized service and guidance.
At MyRemoteFA, we are committed to providing the best services for you. We have a team of professionals with years of experience in financial services which can help you meet your needs today and for many years.