Meet the Team

Alfred Marsh Sanders, Jr., CFP®, MBA

President, Chief Compliance Officer & Financial Advisor

Al Sanders grew up in North Carolina as the oldest of four boys in an active family of scouting and travel camping.  His desire for variety resulted in a BS in Mechanical Engineering from the

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Sarah Anne Mizell, CFP®

Director of Marketing & Financial Advisor

The journey toward Sarah Mizell’s dream job as Financial Advisor and business owner has included time working as a sports journalist for the Associated Press, time on a commodities trade floor

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Bharat Bhakta Shrestha, CFP®, MBA (Retired)

We are grateful for your years of service, Bharat!


Valued Retirements, Inc., Managing Director: August 2010-November 2020

Self Employed, Consultant: October 2009-July 2010

ExxonMobil Corporation, Financial Planning & Analysis: September 1976-September 2009

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