Southern Heritage Insurance
We work for you
Our Mission
Our team will do their best to help provide the services you want and need. If we can’t help you with what you want, we will do our best to find someone that can
Our Vision
To Provide financial protection and peace of mind before, during, and after retirement, when life takes unexpected turns, or goes according to plan.
Family
Comes first
Our Business’s foundation has three F’s: Faith, Family, and Friends. Our faith has been a large part of our life. Growing up in church with family, we were taught to love God, put others first, and help those in need. If there was a community event, we were there to volunteer. These life lessons carried over when we began our insurance career in 2010.
To better serve our clients and community, we opened the Southern Heritage Insurance Group. This fully independent insurance agency created the ability to help individuals and small business owners, but also to help other agents grow their businesses. The training and development of different agents within our agency is a passion of mine. This helps me help more people throughout the country. Instead of only offering five products, our agents can now ask what people need help with and find the best solution to their insurance problems. We found our true passion was a “safe money” life and retirement planner. While I receive great joy in helping others plan their legacy, nothing compares to assisting families in leaving a legacy for their loved ones.
Get in touch
Schedule sometime
Let me answer your questions?
By using an agent to purchase insurance, the policyholder receives more personal service. An agent with whom there is direct contact can be vital when purchasing a product and absolutely necessary when filing a claim. A local, independent agent is able to deliver quality insurance with competitive pricing and local personalized service.
120 19th Street North Suite 248, Birmingham, AL 35203
