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Our Relationships Are Important

Your Planning is our Sole Purpose and Passion


MEET THE TEAM

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See All Our Services


C2 Wealth Strategies is an independent financial services firm focused on helping our clients work to create wealth.

People ask us often, where the "C Squared" name comes from. In 2009, when Wes set out to name the firm, he and his wife Gini had one child and one on the way... Hence the name! Although the firm is actually named "C Squared Wealth Strategies", most people (including us) just say "C2 Wealth Strategies" or "C2" instead.



Goals

Our main goal is to reduce our client's financial worries. We desire to build trust with our clients so they rely on us to make wise financial decisions in all areas of life.

Relationships

We are built on relationships and are committed to long term personal and financial growth. We take pride in helping our clients work toward financial independence, ensuring they are treated like family every step of the way.

Promise

We are committed to building, protecting, and sustaining our clients' wealth, and we do it with integrity. We work to keep our promise by expanding our knowledge and process.

Our Word Is Our Bond


Dedication

We are passionate about helping our clients reduce financial worries and build wealth. We do this by creating a unique financial plan that helps our clients work toward their goals. At our core, we feel responsible for helping our client's reach their hopes, dreams, and desires.

Collaboration

We use a team-based approach to financial planning. We are creative problem-solvers that are focused on your financial picture as a whole. Our combined knowledge and experience offers a holistic approach to your finances.

Inclusion

We believe all of our clients, regardless of net worth, deserve access to quality financial advice. Whether you're a millennial, a boomer, or anyone in between we have a place for you. No matter your financial situation, we will prioritize your needs.


Here at C2 Wealth Strategies, our work is passionate and purposeful.

Our passion is to have fundamental conversations about your hopes, dreams, and desires. Our purpose is to protect your principal and grow your wealth so that we give greater confidence for the next steps in life.


Connectors

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Protectors

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Simplifiers

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Planners

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Performers

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Getting Started

Joining the workforce for the first time can be overwhelming, we are here to make that transition as smooth as possible. While income and assets may not be massive, we'll review those because we believe in the potential and future growth. We also will coach our clients in how to live within their means, review their employee benefits, and be a sounding board for questions and concerns regarding debts such as student loans and large purchases such as a car or house. We believe in automated savings, so we'll walk through saving for emergencies, retirement, and even insurance coverage.

Marriage

What to do after "I do"? Typically with a new spouse comes asset growth, and the merging of two budgets. Just like with our clients just starting out, we will also remind our newlyweds what it means to live within your means and the implications that has for the future. We start with financial planning, decide if accounts will be joined or kept separate, discuss the realistic costs of having a family, and we'll review the assets and liabilities associated with both spouses.

Children and Family

Children are undoubtedly a blessing, but we want to help you plan for them. Our first step is to set a savings plan for their college at birth. We want you to benefit from compounding interest, so it is essential that you begin early, especially in light of the rising cost of raising a child. We will make sure you receive the appropriate amount of insurance coverage to make sure your children are covered while they are growing up.

Pre-Retirees

Did you know the highest earning years have shifted to 45-65? We will make sure you are prepared to leave the parenting stage and walk into retirement with a financial plan that meets your goals and sets your up for secured success.

Retirees

After you've walked through each of the above phases in life, we are here to help you maximize Social Security, plan your estate, enroll in Medicare, and give care to family members. Our goal is to help you avoid retirement mistakes.

Individuals | Couples | Families

We foster lifelong partnerships, supporting clients throughout all stages of life.

Businesses | Business Owners

We understand small business.

Entrepreneurs and small business owners are motivated and passionate people. Driven to ensure companies success, these individuals are always on the go, trying to take advantage of every opportunity. Being so driven, a single-minded focus can often take a toll on a person's life, but especially on how they manage their finances.

When we create financial plans for business people, we want to take away the stress that keep our clients up at night. We become our clients partner in managing their financial future.

Our approach to financial planning considers family priorities and business needs. We develop plans built to capture opportunities to build security for our clients and their families. Our long term financial plan is designed to meet your unique needs. We will develop and monitor this plan which will allow you to confidently build your business.


Our Principles Define Our Culture


Purpose

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Passion

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Structure

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Independence

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Integrity

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Our Family


We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.

Wesley T. Coody, AIF®, CFS® Photo Wesley T. Coody, AIF®, CFS® Hover Photo

Wesley T. Coody, AIF®, CFS®

PRESIDENT + FOUNDER
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Wesley T. Coody, AIF®, CFS®

PRESIDENT + FOUNDER


Office:
251.706.1451
Fax:
251.345.0912


SCHEDULE WITH WES


Wes is responsible for the overall growth, profitability, and strategic direction for C2 Wealth Strategies.  He founded C2 Wealth Strategies with the vision of creating a unique client experience through holistic financial planning.  Wes believes that relationships are important and with clear communication, we can establish true expectations and identify the steps needed to reach one's goals.  Once communication and expectations are relayed, we go to work to help our clients reach their ultimate destination.   

Wes began his financial planning career with MassMutual Financial Group in Birmingham, Alabama.  After relocating to the Alabama Gulf Coast over 15 years ago, he decided to start a firm where he could dedicate himself to offering objective professional guidance to his clients.  Wes helps individuals with their financial planning needs which includes investment management, risk management, tax and estate planning strategies.  He also works with corporations to help design, implement and service their employee benefit and retirement plan needs. 

 Wes received his B.A. degree from Auburn University in 2004.  Wes obtained the professional designations of AIF (Accredited Investment Fiduciary) and CFS (Certified Fund Specialist).  

Wes has been married for fourteen years to his wife, Gini, and they reside in Fairhope.  They have three children: Turner (11), Berkley (9), and Elle (7). Wes is the treasurer of the Augusta Evans School Foundation, a board member of the Development Council of USA Children's and Women's Hospital, and a 2018 graduate Emerging Leaders Mobile sponsored by the Small Business Administration (SBA).  Wes and his family are active members of Trinity Presbyterian Church in Fairhope.  In his free time, Wes enjoys golf, hunting and entertaining his active family.

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Joseph L. Lomax

WEALTH ADVISOR + DIRECTOR OF OPERATIONS
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Joseph L. Lomax

WEALTH ADVISOR + DIRECTOR OF OPERATIONS


Office:
251.706.1451
Fax:
251.345.0912


SCHEDULE WITH JOE


Joe earned a bachelor’s degree in Finance with a minor in Economics from the University of Alabama.  Before moving on to the University of Alabama, he earned an associate degree as a paralegal from Faulkner State Community College.  Shortly after graduation in January 2010 he began his career as a financial advisor at C2 Wealth Strategies.  He believes that effective planning is not an event, but rather a process which fosters a meaningful and long-term trusted advisor relationship that he seeks with every client.

 Joe serves as director of operations for C2 Wealth Strategies in addition to providing investment advisory and asset management strategy services to clients.  In addition to being a Financial Advisor at C2 Wealth Strategies, he also provides social security strategies and education funding planning to the firm's clients.

Joe and his wife Hannah are Natives to the Mobile area.  They currently live in Saraland with their two daughters, Anne Michael and Emerein.  The Lomax family are members of Redemption Church and Joe is a board member of the Greater Gulf State Fair.

M. Joseph Turlington, CRPS® Photo M. Joseph Turlington, CRPS® Hover Photo

M. Joseph Turlington, CRPS®

WEALTH ADVISOR + DIRECTOR OF TECHNOLOGY
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M. Joseph Turlington, CRPS®

WEALTH ADVISOR + DIRECTOR OF TECHNOLOGY


Office:
251.706.1451
Cell:
251.421.2392
Fax:
251.345.0912


SCHEDULE WITH JOSEPH


Joseph began his financial planning career with New York Life in 2011 and served as a financial professional for several years prior to making partner in the Mobile, AL general office.  In 2016, he joined MassMutual Financial Group and co-managed the Mobile, AL branch while also serving his clients as a financial advisor with a focus in risk management.

Joseph joined the C2 family in January 2019 and finds passion in all things technological.  He believes that the best client experience is all about the details and that effectively utilizing technology is integral to the firm's mission to deliver the absolute best.  He serves as director of technology in addition to his role as wealth advisor to the firms' clients.  Joseph earned his CRPS (Chartered Retirement Plans Specialist) designation by completing a program with the College for Financial Planning and has passed investment registration exams through FINRA for the Series 7, 6, 63, and 65.

Joseph is married to Casey Turlington and has one son, Eli.  They are active members of Dayspring Baptist Church in Mobile, AL.  Joseph plays guitar and sings in rotation with Dayspring's worship band and at some local restaurants in his spare time.

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Mike Maskill

VICE PRESIDENT + DIRECTOR OF INSURANCE
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Mike Maskill

VICE PRESIDENT +DIRECTOR OF INSURANCE


Office:
251.706.1451
Fax:
251.345.0912


SCHEDULE WITH MIKE


Mike joined C2 Wealth Strategies in early 2017.  Mike is a partner in C2 Insurance Group, LLC and is responsible for the overall sales and marketing strategy for CInsurance.  He has been in the insurance profession for 14 years and joins us from Aflac where he served as district manager.  He is certified to offer Medicare and employee benefit plans.  He specializes in life, short term disability, long term disability, vision, dental and long-term care insurance. 

C2 Insurance Group, LLC has access to multiple markets and specialized carriers to help our clients with their risk management portfolio.  Mike strives to be the only answer for your needs in the ever-changing insurance landscape.  Mike has been married to Jamie Maskill for 16 years and they have two children, Peyton and Parker.  Mike enjoys spending time outdoors with his family and playing golf in his downtime.

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Chase Bigness

INSURANCE ADVISOR + BENEFITS COORDINATOR
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Chase Bigness

INSURANCE ADVISOR + BENEFITS COORDINATOR


Office:
251.706.1451
Cell:
228.273.7399
Fax:
251.345.0912


SCHEDULE WITH CHASE


Chase joined C2 Wealth Strategies in early 2019, working in the role of risk management advisor working closely with Mike Maskill in the area of employee benefits.  He joined the military in 2010 and served 8 years as a CBRNE (Chemical, Biological, Radiation, Nuclear, High Yield Explosion) Specialist. He is certified in several areas of Information Technology (IT), as per his experience in the military. 

He was born in England, to a British-American household, and moved to the United States at a young age.  After moving around several times, his father retired in Ocean Springs, MS where Chase calls home on the Mississippi Gulf Coast.  In 2010 he joined the military and served his county until 2018.  Chase has spent some of his career with fortune 100 companies New York Life and MassMutual.  An entrepreneur at heart, Chase has started or assisted in starting several businesses and continues to work hard building on his relationships and serving his clients and community.  In his spare time Chase enjoys to fish, play guitar (and bass guitar) and spending time with friends and family.

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Gregory D. Jones

INSURANCE ADVISOR + DIRECTOR OF BUSINESS DEVELOPMENT
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Gregory D. Jones

INSURANCE ADVISOR + DIRECTOR OF BUSINESS DEVELOPMENT


Office:
251.706.1451
Cell:
251.404.9844
Fax:
251.345.0912


SCHEDULE WITH GREG


Everyone’s life and circumstances are different with unique challenges. Greg keeps that at the forefront when working with each client; listening is his strength. 

Greg is a lifelong Mobilian and a graduate of The University of South Alabama.  He has two teenagers, Gregory, Jr. and Liz,.  and enjoys fishing, hunting, and golf.  He is an award-winning State Farm Agent with over 12 years’ experience assisting individuals, families, and business owners.  As a second-generation agent, he follows the simple formula of protecting assets, incomes and retirement while building a legacy. He helps each client to be protected from the unexpected, and the same time, provides the client with product choices and advice to help them achieve their dreams.

Greg is a coach at heart and spent 12 years as Division Golf Coach splitting equal time at The University of South Alabama and Louisiana State University.  As a coach and as your advisor, attention detail and strong communication is a must; he wants to get it right the first time.

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Kayley Huggins

DIRECTOR OF MARKETING
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Kayley Huggins

DIRECTOR OF MARKETING


Office: 251.706.1451
Fax: 251.345.0912


Kayley Huggins is new to the C2 Wealth Family as the Director of Marketing. She is excited to be joining the team and hopes to enhance the customer experience while furthering company growth. Kayley graduated from the University of South Alabama with a Bachelor’s degree in General Business. She married Andrew in 2016 and they had their 1st child, Oliver, in March of 2020. They are active members at Mobile First Church of the Nazarene where she works in the nursery and Andrew leads the college students. She enjoys family game nights, neighborhood walks, and spending time by the pool.

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James Wessels, CPA/PFS, CFA

Investment Committee Member
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James "Jim" Wessels, CPA/PFS, CFA


Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications.  As a former investment analyst, he covered several industries including financial services, outsourcing, health care, energy and utility companies.  Jim is also experienced in designing retirement programs and consults on all types of employer-sponsored plans.  Jim has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.

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Jared Sutton, CFA, CFP®

Investment Committee Member
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Jared Sutton CFA, CFP®


Jared focuses. most of his time in the areas of estate planning, tax strategies, and investment planning.  Jared has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection.  He founded and later sold and internet service provider, and has worked as a business/field analyst and derivatives broker.  Jared's experience in data analytics and research has enhanced the technologically intensive elements of financial, estate, tax strategies, and investment planning.

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Jasen Dahm, CPA, CFA

Director of Technical Services | Investment Committee Member
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Jasen Dahm, CPA, CFA


Jasen area of focus is on asset allocation and tax minimization strategies.  He serves on our investment committee.  He formerly served as a research analyst for a fund of hedge funds as well as a senior auditor for Deloitte and Touche.  Jasen earned his BBA in Accounting and Finance as well as a Masters of Accountancy from the University of Iowa.

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Matt Boehnke

Director of Financial Planning
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Matt Boehnke

DIRECTOR OF FINANCIAL PLANNING


Matt works closely with the advisors and clients of C2 Wealth Strategies in the development, analysis and implementation of financial plans.  Matt has an excellent background in securities as well as financial planning softwares, Emoney and MoneyGuide Pro.

Phyllis Vance, CFA Photo

Phyllis Vance, CFA

Chief Financial Strategist
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Phyllis Vance, CFA

FINANCIAL ANALYST


Phyllis Vance is our Chief Financial Strategist.  She focuses on investment analysis, as well as serving on our investment committee.  Phyllis has over thirty years of investment experience which includes analyst and portfolio management for a global financial investment firm, domestic and international equities and Director of Commercial Real Estate Research.  She graduated from Iowa State with a degree in business administration.

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Eric Lewis, CFA

Investment Committee Member
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Eric Lewis, CFA


Eric is a registered representative who also serves on our investment committee. Prior to serving in this role, he spent fourteen years as a global equities research analyst at a Fortune 500 company. As an investment analyst he covered several industries including materials, energy, and real estate. Eric provides additional depth and experience in investment research and analysis to our credentialed investment management team.

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Sean Phillips, CFA

Investment Committee Member
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Sean Phillips, CFA


Sean works as a Financial Analyst with responsibilities primarily consisting of portfolio construction and trading.

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Eric Johnson, JD, CPA, CLU, CHFC

Director of Business Services
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Eric Johnson, JD, CPA, CLU, CHFC


Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, and tax planning. Prior to his current role, he spent 11 years as the director of advanced markets at a large financial services company, focusing on case design and implementation of life insurance and annuity solutions. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank.

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Chris Ballou

Retirement Plan Specialist
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Chris Ballou


Chris assists clients and advisors with multiple aspects of retirement plans, including proposal generation, plan design help, investment selection and monitoring, implementation coordination, and plan reviews. Prior to joining Vision Financial Group, Chris spent 18 years at a large brokerage firm serving private clients.


Financial confidence comes with knowing the team managing your broad wealth management needs hold the most significant and respected designations in the industry.


Our Credentials


Accredited Investment Fiduciary® (AIF®)

Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests while successfully growing their business.

Certified Fund Specialist™ (CFS™)

A certified fund specialist has received a certification from the Institute of Business and Finance (IBF) for their expertise in mutual funds and the mutual fund industry. Requirements for the designation include passing the certified fund specialist exam. The certified fund specialist exam is one of the oldest certification designations in the mutual fund industry.

Chartered Retirement Plans Specialist℠ (CRPS®)

A credential for those who create, implement and maintain retirement plans for businesses. Unlike most other professional financial planning and advisory professional designations, the CRPS focuses on wholesale and business clients. It is awarded by the College for Financial Planning to individuals who pass an exam demonstrating their expertise.

Chartered Financial Analyst (CFA®)

Why hire a CFA® CHARTERHOLDER to manage your wealth? Advanced investment knowledge! Achieving the CFA® designation requires intense study and a dedication to putting clients’ needs above one’s own. CFA CHARTERHOLDERS hold themselves to an uncompromising standard of ethics and are required to undertake an annual attestation of conduct. Candidates study nearly 1,000 hours on average in the journey to passing all three levels of the CFA Program. Fewer than 1 in 5 candidates successfully complete all three levels of the CFA Program. CFA® CHARTERHOLDERS have a strong foundation of investment knowledge, built by years of study and real-world experience. By passing the multidisciplinary CFA® Program, CFA CHARTERHOLDERS have proven themselves to possess the commitment, knowledge, and ability to measure up to the complexity of your financial life.

Certified Public Accountant (CPA®)

Certified Public Accountant (CPA®) is a title awarded in the United States to accountants who meet stringent professional qualifications. State authorities confer the title on those who satisfy the experience requirement of the particular state and those who pass the Uniform CPA Examination administered by the American Institute of Certified Public Accountants. The objective of the examination is to provide reasonable assurance to Boards of Accountancy that candidates passing the examination possess the level of technical knowledge, skills, and abilities necessary to protect the public interest. CPAs must maintain a certain amount of professionally logged hours per the state within which they are certified.

CFP® Certification: The Standard Of Excellence

Bringing all the pieces of your financial life together is a challenging task. Today more than ever, CERTIFIED FINANCIAL PLANNER professionals are an essential resource. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

Personal Financial Specialist (PFS)

Personal Financial Specialist (PFS) is a designation granted to CPAs only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the American Institute of CPAs (AICPA). PFS credential holders have specific experience, education and examination requirements that set them apart from other CPAs and financial planners.


True Wealth Process


Having a plan significantly increases the chances of reaching your financial destination, and you are happier and healthier along the way.

Step One

Discovery

Step Two

Planning

Step Three

Confirmation

Step Four

Management

Step Five

Monitoring


We are different because our independence allow us to offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage.


For financial planning and portfolio management to be done adequately it has to start with an understanding of your goals as it encompasses the combination of financial/investment advice, accounting/tax strategies and legal strategies/estate planning.

But before we talk about numbers we want to talk about you. What is your current situation? What are your goals? What are you afraid of? What are your expectations and concerns? Then, we apply a clear, well-defined and objective process.


 

Financial Planning

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Investment Management

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Risk Management

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Estate Planning*

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Tax Planning Strategies*

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Running a business can be all-consuming, leaving little time to plan for your financial future and that of your business.

We are here to help you make sound financial decisions that benefit both dimensions of your life.


 

Business Owner

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Optimizing Retirement Benefits

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Employee Benefits

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Risk Management

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Business Consulting

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Retirement Plan Service Overview

Plan sponsors place high value on performance and trust in a relationship. That’s why C2 Wealth Strategies utilizes Retirement Plan Advisory Group (RPAG)—to offer with conviction one of the clearest choices in retirement plan consulting firms. RPAG is one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and non-qualified retirement plans. We leverage the RPAG platform to work closely with our clients, becoming strategic partners in the trenches, thinking about their business as much as they do.

 

Fiduciary Support

 

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.

 

Investment Analysis

 

Propriety fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.

 

Courageous Plan Design

 

Plan design assessments that strive to increase an employers benefits return on investment (ROI) while striving to enhance participant retirement outcomes.

 

Fee Benchmarking

 

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan's negotiating leverage.

 

Target Date Fund Consulting

 

Advanced risk-based suitability process to identify a "best-fit" target date fund series that is right for you plan.

 

Employee Engagement

 

Highly customized plan participant content structured to help optimize and increase financial wellness.


What does it cost to do business with C2?

Well, just like in everything we do for our clients, we want to be flexible. Because we believe that access to quality advice should be available to everyone, we will work with you to come up with the best pricing model to fit your unique situation.

We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence. Financial planning services include defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan.

The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can work on an hourly planning fee basis or flat fee as well if desired.

Financial Planning Fee

Subscription (Pay As You Go)


PlanCostDescription
“The DIY” (Technology Package)
$50/month ($600 Annual)For the client who may self-manage their portfolio or work with a robo-advisor for cost but would like access to our award-winning technology. We will grant access to your own personal financial website to help you stay organized in your financial life.
Level 1
$100/month ($1,200 Annual)Typically appropriate for young professionals, or those accumulating wealth.
Level 2
$200/month ($2,400 Annual)Typically appropriate for clients and business owners who require more in-depth planning due to evolving goals and changing life events.
One and Done
bill hourly or one time flat fee

Looking for a 2nd opinion or for a one-time financial plan? Give us a call to ask about custom pricing based on the complexity of your plan.

*Note: All packages include initial financial plan and access to a personal financial website.
The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between CIRA and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.

Investment Advisory Fee


Money We ManageDescription
Up to $250,000
1.25% Annual Fee
$250,000 - $1,000,0001% Annual Fee
$1,000,000 - $2,000,000.75% Annual Fee
$2,000,000 - $5,000,000.60% Annual Fee
$5,000,000 - $10,000,000.50% Annual Fee
$10,000,000 and Above.25% Annual Fee

Pricing may be a combination of Assets Under Management (AUM) and Fee-For-Service. Agreed upon in advance and based upon services rendered.

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Phone

251.706.1451

Fax

251.345.0912

Mobile Office

2607 Dauphin St., Suite A
Mobile, AL 36606