We are retirement planning experts.

At Booth Financial, we LOVE simplifying and explaining the complex and confusing. Planning your financial future alone can be hard and overwhelming! We take great joy in helping our clients clarify and refine their most important goals — and working together to help them reach those goals.

Attorneys, Accountants, and other Professionals

In a sense we serve as a client’s financial concierge. We welcome any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.

Ready to Get Started?

Start your FREE retirement analysis to see if we are a good fit for your needs.

Free Retirement Analysis

or

See Who We Serve

Interested in working with a team of retirement planning experts who are passionate about helping clients reach their goals?

Who We Serve

Breland Booth

Founder and President

Breland Booth

Founder and President

Breland founded Booth Financial with the simple goal of helping people. He began his work in the financial services industry in 2002. Over the next several years, Breland was involved with a variety of financial advisors and institutions, as either an employee or a client. The bulk of his time was spent in the small business sector, where he successfully owned, operated, and sold several businesses.

During those years (on both sides of the profession), Breland saw clearly what made an exemplary advisor. In 2015, Breland founded Booth Financial with a desire to help his clients clients reduce taxes, invest smarter, and retire on their terms. He loves helping people get a handle on complex and complicated issues without burdening and confusing them more than they already are.

Breland has earned a Certificate in Financial Planning from the Terry College of Business at the University of Georgia. He also holds a Bachelor’s degree in Finance from Southeastern Louisiana University. Along with Breland's education and experience, this provides him the privilege of sitting for the Certified Financial Planner designation.

Breland lives in Birmingham, AL with his wife, Beth, and their three children. Breland is always looking for the next adventure—whether that is exploring an offbeat trail on a dirt bike, cooking new foods, or RVing across the country with his family.

Mary Ann Hudson

Marketing and Communications

Mary Ann Hudson

Marketing and Communications

Mary Ann has worked in a variety of fields over the last 20 years — from marketing a large chain of retail stores to owning a small business to directing operations for a church plant. Throughout these varied experiences, Mary Ann has found great joy in bringing order and efficiency to all areas of life and business. She is currently tasked with helping Booth Financial communicate more clearly and effectively with both current and future clients.

Mary Ann lives in Huntsville, AL with her husband, Matt, and their three children. She enjoys being outside in creation — whether that’s admiring a snowcapped mountain, hiking to a beautiful waterfall, or simply walking on the beach.

Samuel Lawrence

Financial Planning Intern

Samuel Lawrence

Financial Planning Intern

Samuel is a junior at Samford University studying accounting in the Brock School of Business. As an intern with Booth Financial, he contributes in a variety of ways to the day to day operations of our firm while gaining experience and expertise in various financial systems and processes. Samuel has a deep desire to help people use their money to glorify God and further His Kingdom. He believes it is our responsibility to use the resources that we’ve been blessed with in a wise manner, and he welcomes the opportunity to come alongside others to help them do just that.

Growing up, Samuel lived in Minnesota for most of his childhood before his dad’s job moved his family around for a number of years. He has lived in South Dakota, Vermont, Texas, Colorado, Kentucky, and now Alabama. Outside of work and school, Samuel enjoys outdoor activities such as running, hiking, and playing sports. He is a member at Trinity Presbyterian Church, and he finds joy in spending time with family and friends.

Brandon Jones

Tax Advisor

Brandon Jones

Tax Advisor

Brandon has been in the tax and accounting industry for more than 20 years, and he has owned his own firm since 2013. His years of experience and on-going tax education enable him to see taxes clearly. He has prepared countless returns and enjoys helping clients, particularly those at or near retirement. Brandon uses his expertise to assist Booth Financial with tax analysis and tax planning, ensuring our clients have a clear plan to maximize gains and minimize taxes.

Brandon, a Birmingham native, graduated from the University of Montevallo. He and his wife Brenda have three children. Brandon loves getting to know people and volunteering around the Birmingham community. He is an active member of his church. He also loves the outdoors and enjoys hiking, motorbike riding, hunting, and fishing.

Wanda West

Front Office

Wanda West

Front Office

Wanda will likely be the friendly face that greets you when you stop by the Booth Financial office! While new to the financial planning industry, she has a wealth of experience from her work at BlueCross BlueShield. She has a degree in Human Resources Management from Faulkner University. Wanda works tirelessly to help make sure our clients are served in the most efficient way possible.

Wanda, a native Alabamian, currently resides in Pelham. She is married with three children and three grandchildren. She is active in her church and loves spending time with her family and relaxing at the beach.

Brenda Jones

Office Manager

Brenda Jones

Office Manager

Brenda Jones, the youngest of five, was born and raised in Alabaster, Alabama. For many years, she worked in the orthodontic field in management, assisting, and in marketing. She now uses her skills and experience to manage the office and administrative needs at Valley Tax Partners and Booth Financial.

Brenda resides in the Oak Mountain area with her husband Brandon. They are a blended family with three children between the two of them (Lynleigh, Malachi and Andon). Brenda is an active member at A2 Church. She loves spending time with her family, going to the beach, and dabbling in photography.