MEET OUR TEAM

Choosing an Advisor

Trustway's mission is to help provide our clients with complete financial peace of mind. Our philosophy focuses on relationships, respect, commitment, confidence and expertise. Our strategies focus on accumulation, distribution, protection and performance. We focus on the big picture for our clients by considering all aspects of legal documents, estate planning, taxes, investments, debt, savings, insurance and personal goals to ensure each client has a comprehensive and customized plan.

DAVID HALL - PRESIDENT AND FOUNDER

David Hall is President and Founder of Trustway in Hoover, AL. He is a well-known author and financial educator in central Alabama. His passion is to assist his students and clients in achieving the goals and objectives that are most important to them and their family by integrating all areas of money planning, which consist of estate, financial, insurance, tax, income strategies, money coaching and more. Over the years, David has coached thousands of students and clients to find ways to save money, avoid outliving savings, increase income and more profitably organize all areas of their financial lives.

David has been in the financial services business for over thirteen years. He speaks to individuals and groups all over Alabama covering timely topics of financial concern. He teaches regular classes on a variety of topics from stocks and investing to credit and Social Security. Additionally, David has trained 1,184 advisors nationwide on the fundamentals of financial and insurance planning and wealth management strategies. David is active in the community as a member of the Hoover Chamber of Commerce, a member of the Hoover Chamber Economic Development Committee, a regular contributor to several magazines and newspapers, a Christian-based Financial Education Small Group Leader and a Pre-Marital Financial Counselor.


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SAMANTHA HALL – DIRECTOR OF OPERATIONS AND CO-FOUNDER

Samantha Hall is Co-Founder and Director of Operations of Trustway. Samantha brings Trustway the expertise and insight needed to successfully manage the firm's operations. Samantha is responsible for marketing, public relations, coordinating public and private speaking events as well as coordinating client events. In addition, her responsibilities include overseeing many of the firm's day to day operations.

Samantha is an active member of the community. She is an Ambassador for the Hoover Chamber of Commerce (achieving the prestigious Ambassador of the Year Award for 2011), a regular volunteer for the Hoover Chamber of Commerce events, a member of the Events Planning Team at Church of the Highlands, a member of the Nursery Team at Church of the Highlands and a regular contributor and speaker at St. Vincent's East Bariatric Support Group.



CHARLOTTE BOROP-TORRES - SENIOR SPECIALIST

Charlotte Borop-Torres has been in the insurance and financial services industry for more than 25 years and specializes in life and health insurance, as well as, achieving the CSA and CLTC designations. Charlotte has extensive experience in insurance contracts both group and individual, and working with seniors. Her main responsibilities are overseeing day- to -day office affairs and working with clients on insurance needs. Over the years, she has been a trainer and Consultant for employees learning the insurance business and office routines. Charlotte believes in the importance of customer service and satisfaction and strives to make clients feel comfortable when they enter our office.


BRANDON MOSELEY - SENIOR SPECIALIST

 

Brandon was born and raised in Moody, Alabama.  Brandon's family moved to Alabama from Tennessee following General Andrew Jackson's victory in the Creek Indian Uprising during the War of 1812.  He specializes in meeting the healthcare needs of Seniors and is authorized to market Medicare Supplement Plans, Medicare Advantage Plans, and Medicare Prescription Drug Plans.  Brandon also assists people with their life insurance, retirement savings, healthcare insurance, and long term care needs. Brandon attends Church at St. Mark the Evangelist Catholic Church on the outskirts of Birmingham.  He is a member of the Alabama Cattleman's Association, the Alabama Farmers Federation, and the Knights of Columbus. He also serves on the St. Clair County Republican Executive Committee.

 

RANDALL BURCHAM III - MONEY COACH

Randall works in the Money Coaching division of Trustway as an "Employee Educator & Advocate". Randall focuses on helping companies increase their profitability and retention while also maintaining compliance with Department of labor guidelines by educating employees in all areas of Personal Finance. Randall also works with the classes that Trustway teaches as an assistant in course development. He attended University of Alabama, where he majored in Communications. Randall has been in customer service and marketing for over 7 years. Randall is also a public speaker and has sponsored Ms. Hoover and several other Ms. Alabama Preliminary Pageants. Randall is a President Circle Member of the Hoover Chamber of Commerce.

 

 

BARRY STORER - RETIREMENT SPECIALIST

Barry is a native of Ibstock, Leistershire, UK. He moved from the UK to the US in 1982. He serves clients as a Retirement Specialist. His focus is helping clients put a "bullet-proof vest" around their nest egg and retirement plans. Barry also works with clients in helping them understand how retirement will impact all other areas of financial life. He and his wife, Susan have two children and six grandchildren. They are members of 1st Christian Church and spend spare time volunteering.

 

Trustway
1837 Montgomery Hwy
Ste 105
Hoover, Alabama 35244
Phone: 205-451-1945
Fax: 205-451-1949

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