For over three decades, helping clients and businesses vision their financial future

Objective Consultative Approach

At the EHR Financial Group, we believe that sound communication and education fosters an environment for growth and success. It can also result in more proactive and thoughtful decisions. EHR Financial Group brings insight and expertise to the implementation of financial strategies that seek to advance and protect a lifetime of investment assets.

EHR Financial Group supports a diverse and varied clientele, from business owners and executives to retirees and individual investors. We embrace this diversity because it allows us to continually enhance our skills and depth of knowledge to meet the vast array of needs our clients present. 

Our experiences and financial insights are shared with you to help you address critical questions about investing. In addition, we work with you to identify an investment plan and select investment strategies that can help you accumulate assets, preserve assets through risk management, and distribute retirement income.

Deliver Quality Investment Solutions to Our Clients

 

After gathering information through our consultative approach, we use innovative thinking, insightful guidance and practical advice, to deliver the individual account strategies you seek and the outstanding service you require. We have a range of options that help us serve your investment needs. Securities are offered by PFS Investments Inc., with investments products that include Mutual Funds, Variable Annuities, Small Business Retirement Plans, IRA’s, both traditional & Roth, and 529 Plans. Fee-based Managed Accounts are offered through Primerica Advisors.

Our mission is focused on getting to know and understand your needs, wants, and long-term goals. Our passion is to help you develop and implement an investment plan that’s designed to address your individual situation. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Ongoing servicing of you and your accounts is critical to us. We are committed, as individuals and as a team, to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary.

EHR LEADERSHIP TEAM

 

Ed Randle
Founder of EHR Financial Group
Email: Edrandle@primerica.com

Ed started his financial services career in 1964 as a financial planner with a nationally-recognized insurance company in Birmingham, Alabama. Ed still calls Birmingham home to business and his personal life. In 1973, Ed founded his financial services practice that would become EHR Financial Group. For over 45 years, Ed and his team have served thousands of clients in providing value-added insurance and investment products and services to families and business owners across North America. Ed focuses his efforts today on maintaining a close relationship with EHR’s team members.

Stacy Randle Murdoch
Regional Vice President, Birmingham
Series 6, 63, 65, and 26
Investment Adviser Representative
Email: smurdoch@primerica.com

Stacy is the daughter of Ed Randle and joined the firm in the early 1990s. Stacy focuses on servicing personal clients and business development. She is very committed to helping her clients identify and achieve their goals. She is very process-oriented and implements a financial planning approach with her clients. Stacy serves as a mentor to EHR teammates and focuses much of her time on helping other women find their success path and working with other charitable causes.

Bill Vandiver
Regional Vice President, Birmingham
Series 6, 63, 65, and 26
Investment Adviser Representative
Email: Bill.vandiver@primerica.com

Bill is the son of Ed Randle and joined the firm in the early 1990s. Bill is very committed to ensuring that the home office is providing superior service and support to the advisors and clients. Client servicing, operations, compliance are focal points every day to ensure that the firm is successful in the delivery of solutions and services.

Over the years, Ed, Stacy, and Bill have developed core investment beliefs and client-servicing beliefs. These beliefs are incorporated into the process that everyone affiliated with EHR Financial Group seeks to implement with their clients.

The EHR Financial Group Team

Keith Whetter
Regional Vice President; Birmingham, AL 
Series 6, 63, 65
Investment Adviser Representative
Phone: 602.418.1483
Email: kwhetter@primerica.com

Keith began his career with Oldsmobile Division of General Motors and held positions in both sales and service in St. Louis, Houston, Phoenix, and Lansing, MI. In June, 2002, Keith launched his career in Financial Services in Scottsdale, AZ. Keith discovered a passion for helping his clients save for their future goals and retirement. Keith relocated to Birmingham, AL in 2012 where he joined the EHR Financial Group and works out of the Hoover, AL office location. Being able to listen to his clients, discover their goals and connecting them to the solutions that fulfill their needs is the most satisfying part of being an advisor to Keith.

Daniel Szatkowski
Regional Vice President, New York, NY
Series 6, 63 and 26
Investment Adviser Representative
Phone: 917.704.9905
Email: dszatkowski@primerica.com

Daniel Szatkowski , a graduate of the University of Szczecinski (Poland) – Economic & Management School, started his financial services career in 1997 as Personal Banker at Bank of Pekao SA (Poland). He joined the EHR team in 2008, and over the past 10 years, he has helped clients to become properly protected and to build wealth for retirement and educational purposes.

Gerald Reid
National Sales Director, Tampa, FL
Series 6, 63, 26, 65
Investment Adviser Representative
Office Phone: 813.315.9861 Cell Phone: 813.833.1013
Email: greid.4284504@primerica.com

Gerald started his Financial Services career in 1981. After spending 11 years in Indiana, he and his family moved to Tampa, Florida in 1992. Gerald is focused on helping families protect their income with term life insurance, making sure they have access to top-quality investment solutions for all stages of their life am dedicated to helping individuals and small businesses achieve their financial goals. His experience and financial insights are shared to help you address critical questions about investing. In addition, he will work with you to identify an investment plan and select investment strategies that can help you accumulate assets, preserve assets through risk management, and distribute retirement income.

The EHR Financial CLIENT SERVICE Team

(From left to right) Linda Gould, EHR Communications; Lisa Gibbs, EHR Administration; Morgan Holladay; Loma Husband, EHR Office Manager

At EHR Financial Group we take pride in servicing our clients. Linda, Lisa, Morgan, and Loma lead our client servicing efforts and ensure that we are always available to address your needs. We believe in having the most open and active communication possible. This enables us to assure that you are on track for your goals and objectives and we are responsible for any questions or concerns you have.

BEST IN CLASS INVESTMENT SOLUTIONS OFFERED THROUGH PFS INVESTMENTS INC.

Mutual Funds

  • American Century Investments
  • American Funds
  • Fidelity Advisors
  • Franklin Templeton Investments
  • Invesco
  • Legg Mason
  • MFS
  • Putnam

Annuities

  • AIG
  • Brighthouse Financial
  • Equitable
  • Lincoln Financial

529 Plans

  • American Funds
  • Fidelity Advisors
  • Franklin Templeton Investments
  • Legg Mason

 

401(k) Plans

  • American Funds
  • CUNA
  • Equitable
  • Fidelity Advisors
  • Voya
  • July Services Managed Account 401k Launch and Liberty
  • July Services Cash Balance Plans

LIFETIME INVESTMENT PLATFORM OFFERING

The individuals identified as EHR Financial are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is restricted based on the licenses held, and the states in which the individual is registered. Not all representative’s are authorized to sell all products and services in all states. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including the fees, expenses and compensation, please review a copy of Investing with Primerica, available from your representative.

PFS Investments Inc. is a registered broker-dealer and is a member of FINRA and SIPC. PFS Investments Inc. is an SEC-registered investment adviser doing business as Primerica Advisors.

Securities are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001. Fixed index annuities are offered by Primerica Financial Services, LLC, an affiliate of PFS Investments Inc. Primerica Financial Services, LLC and PFS Investments Inc. are both subsidiaries of Primerica, Inc.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For information about the Primerica Advisors, please ask your advisor for a copy of the Lifetime Investment Platform Form ADV Part 2A Appendix 1 wrap fee program brochure. Primerica Advisors is the trade name under which PFS Investments Inc. conducts its investment advisory business.