Broker Check

Team


At 20/20 Wealth Management Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

April Wallace

Senior Account Executive

205-454-8731

Following graduation from the University of Alabama in 1993, April began her career in the financial services industry in the fall of 1997 at JC Bradford & Co. in Mobile, AL, just prior to one of the most turbulent periods in stock...

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Barclay Avant

Executive Assistant

334-329-5566

334-329-5564

barclay@2020wmg.com

Barclay Avant is the Executive Assistant to Lonnie G. Simpson. She joined 20/20 Wealth Management Group in the summer of 2017. She is dedicated to providing a high level of service to the firm’s clients. Barclay is...

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Dr. Oks

Wealth Manager

334-744-8963

Dr. Eugene Oks is one of the original founding partners of Simpson and Oks Wealth Management, having expanded the size and scope of the business Simpson and Oks Wealth Management rebranded to 20/20 Wealth Management Group, LLC in...

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Jeff Nance

334-329-5566

334-329-5564

jeff@2020wmg.com

Jeff entered the financial services industry in 1996 after graduating with a bachelor’s degree in International Relations from the University of Delaware in 1987 and almost 10 years in the corporate world. In 2011, he attained...
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Lon Simpson

Branch Manager

(334) 826-6074

(334) 329-5564

lon@2020wmg.com

Lonnie Gene Simpson Jr. is a founding partner of 20/20 Wealth Management Group, LLC. Lon began his career in the financial services industry in 1999, with J. C. Bradford and Co., then with UBS as a financial advisor. He was approached...

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