Shape your future today
with our investment team

We can help you create an investment plan that puts you on the path toward the future you’ve always imagined

Shape your future today
with our investment team

We can help you create an investment plan that puts you on the path toward the future you’ve always imagined

Meet the Investment Team

When you invest with Redstone Brokerage Services, you’ll feel confident knowing that you’re backed by a team of knowledgeable professionals who are focused on your success. An effective investing strategy begins with a deep understanding of where you are now and where you want to be. That’s why we take the time to explore your goals and concerns, so that we can help you create an investment plan that puts you on the path toward the future you’ve always imagined.

But it doesn’t end there. As you reach certain milestones and your needs change, your Financial Advisor/Consultant will continue to monitor your portfolio’s progress and advise you on adjustments you can make to keep moving in the right direction. And we’ll be here every step of the way to answer your questions and offer you support.

Over the years, we’ve learned that a solid relationship built on trust is at the core of every great investment plan. Let us put our expertise to work for you as we work together to shape your future.

Meet your Investment Team

Check the background of investment professionals associated with this site on FINRA's BrokerCheck


Lara W. Burgess LPL Financial Advisor 256-722-8384

Serving Wynn Drive, Mills Road, and Redstone Arsenal branches


Tony Brewer LPL Financial Advisor 256-327-1938

Serving South Parkway and Big Cove branches


Josh Daily LPL Financial Advisor 256-327-1889

Serving Madison, Highway 72 and Athens branches


Allison Davidson LPL Financial Advisor 256-327-1031

Serving Twickenham, Fayetteville, Veterans Parkway, Medical Center and South Rutherford branches


Caroline Gabig LPL Financial Advisor 256-327-1643

Serving Weatherly, Hobbs, and Arab branches


Avery Jacobs Financial Consultant 256-327-1462

Serving Highway 53, Meridianville, and Winchester Road branches


Robert (Paul) Johnson LPL Financial Advisor 256-327-1959

Serving North Parkway, Scottsboro and Guntersville branches


Chad Shull LPL Financial Advisor 256-327-1589

Serving 6th Avenue, Beltline and Hartselle branches


Jacob Wagaman LPL Financial Advisor 256-327-1165

Serving East Athens and County Line Branches

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Redstone Federal Credit Union® (RFCU®) and Redstone Brokerage Services (RBS) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name RBS, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or RBS. The RBS site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.

Redstone Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Redstone Federal Credit Union Guaranteed Not Redstone Federal Credit Union Deposits or Obligations May Lose Value