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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

2 advisors near 35481

Out of 400,000+ nationwide

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James M

Series 66

Gordo, AL

Mutual of Omaha Investor Services, Inc.

James Mitchell Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and over 51 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1974. In addition to his advisory role, he is also licensed as an insurance agent covering life, health, disability, long-term care, critical illness, annuities, and Medicare supplement products. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, third-party money manager programs, and retirement plan consulting through a network of advisors who implement model portfolios and discretionary strategies using approved platforms.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Michael M

Series 63

Reform, AL

Cetera

Michael Mungenast is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked with firms including Concourse Financial Group Securities Inc and Vision Financial Group. Outside of his advisory role, Mungenast serves as a board member for Junior Achievement, focusing on financial education for K-12 students, and acts as an elder at Briarwood Presbyterian Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers with a range of program options and fiduciary services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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