Team Align
Here to act in your best interests
About me
Our team is made up of three CERTIFIED FINANCIAL PLANNER™ practitioners (Brian Puckett, Dennis Packard, and Kevin Brown), a Client Service Manager (Darlene Eisel), and a Client Service Associate (Debbie Stanley). We have over 30 years of experience helping our clients make the most of their financial life.
Visit one of our Locations
Tampa II - St. Petersburg
125 5th Street South
Suite 201
St. Petersburg, FL 33701
Oklahoma City II - Oklahoma City (North)
13921 Quail Pointe Drive
Oklahoma City, OK 73134
Working with Us
Certain services provided on an educational and guidance basis only.