Our Team

Ty MillerTy Miller

Registered Office Assistant

A summa cum laude graduate from the University of North Alabama, Ty worked at LifeStyle Financial as part of an internship program through UNA. Desiring to further his interest in the profession, he has taken and passed multiple exams to further his knowledge in the financial planning industry. These exams include the state of Alabama insurance exam, the Series 7 exam, and the Series 66 exam. Ty is now a REGISTERED OFFICE ASSISTANT (ROA) with Securities America.

As a ROA, Ty will be working alongside Reed providing research, executing trade orders, and helping clients service their accounts by obtaining readily available information.  He will also be helping to introduce our firm to new clients.

Ty first became interested in the financial industry when his father bought some shares of Disney stock for him around the time he was born. It did take some time for his interest to truly grow, but by the time he left Mortimer Jordan High School, Ty knew what he wanted to study in college.  While at UNA, Ty pursued his passion and achieved a bachelor’s degree with concentrations in economics and finance.

His goal is to pursue the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.  The CFP® designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Individuals desiring to become a CFP® professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.  A CFP® professional must adhere to the CFP Board's Code and Standards which includes the fiduciary standard that requires CFP® professionals to act in the best interest of the client at all times when providing financial advice. 

Ty was born in Birmingham, AL, in 1994 and currently calls Kimberly, AL, home. In his free time, Ty likes to spend time with family and friends by going to the movies, enjoying concerts, or playing a round of golf. If given the opportunities, he would like to visit every state and travel the world.

 

Donna Baird

Adminstrative Assistant

Donna has a background in Elementary Education and taught public school for ten years before starting a family with her husband, Paul. She continued this teaching while raising four daughters and home-schooling them until they graduated high school. Feeling the need to add to her ‘retirement income,’ she began working as a receptionist for an engineering firm in Birmingham. When Donna’s husband who served in the United States Air Force Reserve began working out of state, she traveled with him until he retired from the military after serving 43 years. In 2013, Reed Terry, a friend for over 25 years, asked Donna to come work for him in his financial planning practice. She became his Administrative Assistant.

 

Donna and Paul Baird have 9 grandchildren and reside in Trussville AL where she enjoys reading and shopping, spending time with family and watching ALABAMA play football.