Meet the professionals who can help you

Pursue Your Goals

We guide individuals and families toward their ideal retirements.

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Mike Ballard

Mike started Alliance Wealth Management Group, LLC in 2002 with one primary purpose in mind: To serve the unique needs of those who are in or nearing retirement by creating holistic, custom strategies that breed financial confidence. That remains the firm’s mission today.

Prior to starting Alliance, Mike worked for Protective Life Corporation in Birmingham for 18 years. He served as a Vice President of Marketing for Protective and as President and CEO of its broker-dealer, ProEquities, Inc. Mike is a veteran of the financial services business, having amassed nearly four decades of industry experience.

While busy at work, Mike also served his community for many years at Children’s Hospital of Alabama as President of the Foundation Board and also as member of the Board of Trustees.

Heather

Heather Hernandez

Heather has more than 15 years of experience in the financial services industry in a variety of capacities, including as an operations manager.

Now as an Investment Adviser Representative and Planner, Heather uses her vast knowledge to assist individuals and families with comprehensive financial planning with a concentration in retirement income planning.

Heather helps women with their financial futures through an educational workshop titled “Inspiring Women.” Her deep understanding of the financial issues women face makes her passionate about the education women need to have a confident financial future.

Catherine Watkins

Director of Operations and Compliance

catherine@allianceplanning.net

Kristen Faro

Wealth Management Operations Specialist

kristen@allianceplanning.net

Katherine Ballard

Director of Marketing

katherine@allianceplanning.net

Mary Ballard

New Business Specialist

mary@allianceplanning.net

Kaela Hernandez

Marketing Support Specialist

kaela@allianceplanning.net

Ready to take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at
(205) 968-3800(Birmingham)
(256) 880-0659(Huntsville)

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