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Linda M. Allison, CFP®, CRPC®, AEP®, CDFA™*
SELECT MEMBER, SAGEMARK CONSULTINF PRIVATE WEALTH SERVICES
Linda M. Allison has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification and is senior partner with AC Financial Partners. Linda has over 25 years of experience in the financial services industry. Prior to founding AC Financial Partners in 1994, Linda was an Executive Vice President with AmSouth Bank.
Linda was selected to join Sagemark Consulting Private Wealth Services, a specialized group of advisors within Lincoln Financial Advisors Corp. that works exclusively with high net-worth individuals and business owners. Her selection was based upon her philosophy of fee based financial planning and excellent client service. This affiliation allows Linda to provide deep resources and advanced, sophisticated, financial plan design to her clients.
Linda brings a no nonsense comprehensive approach to her client’s financial planning needs, whether that involves personalized legacy planning, a constructive approach to business owner planning, or analyzing marital settlements and the long-term financial ramifications of divorce. Planning is the cornerstone of her business and Linda’s strong belief in understanding her client’s objectives, goals and values, both personal and professional, are integral to the long term relationships that Linda develops with her clients.
Linda received her Bachelor’s degree from Juniata College, her Master of Education degree from the University of North Carolina, her Master of Business Administration degree, with honors, from Samford University and a graduate degree in banking from Stonier Graduate School at the University of Delaware. In addition to obtaining her CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in Denver, CO. she has also earned the Chartered Retirement Planning Counselor (CRPC) designation, attained the Accredited Estate Planner (AEP) certification from the National Association of Estate Planners and Councils and most recently the Certified Divorce Financial Analyst (CDFA™*) certification. Linda is a member of the Financial Planning Association of North Alabama and the Estate Planning Council of Birmingham, Inc. and has held leadership and Board positions in both organizations.
Linda was appointed to the Vestavia Hills City Council to serve the remaining two year term of a retiring counselor. Linda brings her financial acumen and civic dedication to the council to help chart a course of continued city growth and economic development.
Linda is an active alum of Samford University. She serves on the Brock School of Business Advisory Board and was recognized as the 2012 Alumnus of the Year. Linda is an active member of the Samford Auxiliary which devotes itself to fund raising for student scholarships. Linda is also the owner of “Rex” who in addition to being the family pet is also the Samford University bulldog mascot. Rex and Linda can be found most Saturdays cheering on Samford’s teams.
In addition to work and church, Linda is an enthusiastic golfer having attended the LPGA Golf School in San Diego. She is past president of her club’s ladies golf association.
Linda Allison is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN201207-20770024
*Divorce financial analysis not offered through Lincoln Financial Advisors Corp.
Derrell G. Crimm, CFP® CRPC®
SELECT MEMBER, SAGEMARK CONSULTING PRIVATE WEALTH SERVICES
Derrell G. Crimm has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification and is a partner with AC Financial Partners. Prior to joining AC Financial Partners in 2003, Derrell directed retirement, investment, tax and compensation planning for the Alabama Baptist Convention, State Board of Missions. He has over ten years experience as an independent financial planner working with families, business owners, military personnel and the ministerial community.
Derrell spent his formative years traveling the world as the son of a military father. He spent years in Germany and various US postings before returning to his family home in Alabama. Derrell played baseball for The University of Alabama where he received his Bachelor of Science degree in Commerce and Business Administration. He also holds a Masters of Divinity from Southwestern Baptist Theological Seminary, Fort Worth, TX. Derrell has earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in Denver, CO and he has also earned the Chartered Retirement Planning Counselor (CRPC) designation. He is a long standing member of Sagemark Consulting Private Wealth Services, a specialized group of advisors within Lincoln Financial Advisors Corp. that works exclusively with high net worth individuals and business owners.
Derrell provides customized financial solutions for his clients’ wealth preservation, growth and business owner succession needs. Independent, objective, comprehensive financial planning helps to keep the clients financially healthy while honoring their principals, past accomplishments and future purpose. Derrell delivers financial planning strategies that offer his clients a decisive implementation process.
Derrell is an active member of the community, where in addition to being a Trustee for the Vestavia Hills Chamber of Commerce, he serves on the Vestavia Hills Chamber of Commerce Board of Directors as Chairman of the Business Development Committee. Derrell is a former board member and member of the Financial Planning Association of North Alabama (FPANA) and a member of the Birmingham Estate Planning Council. Derrell is also a consultant providing seminars on financial education to the military in all branches of the service on military bases world wide from Japan to Italy.
Outside of work and church, Derrell is an avid golfer who enjoys traveling. Derrell and his wife have a daughter in middle school and a daughter in college.
Derrell Crimm is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. 201 Office Park Drive, Suite 300, Birmingham, Alabama 35223. CRN201207-20770026