Broker Check

Team

At The Covenant Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Nancy Coker

205-985-7710

Nancy attended Samford University for two years before transferring to the University of Montevallo where she completed her undergraduate degree in Elementary Education with a concentration in Social Sciences. The death of Nancy’s...
Read more

Jason Crowe

205-985-7710

Jason has over 10 years of financial services experience. During that time Jason has worked with his Covenant Group partners to develop an investment management style that he feels is unlike anyone else in the state. Jason enjoys...
Read more

Bethany Davis

205-985-7710

Bethany has lived in the Birmingham area the majority of her life. Both her undergraduate and graduate work was completed at the University of Alabama. She holds a Master’s Degree in Family Financial Planning and Counseling. In...
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!