What's in the name.
The INC Wealth Strategy is a family and multi-generational system. I wanted to reﬂect this aspect in the name of the company. That’s how INC Financial was formed. The INC really stands for Isabelle and Charlotte, my two daughters. Get it? I and C?
INC is also a play on the word Incorporation. The INC Wealth Strategy emulates how large corporations and banks manage their ﬁnances, and how they translate them into practical solutions for individuals, small, and medium sized businesses.
After graduating from the University of Alabama at Birmingham at the top of his class, Josh began working with a global manufacturing consulting company based in Germany. He then came back to Alabama as Vice President of Operations for a manufacturing company outside Birmingham. After seeing the effect the economic downturn in 2008 had on individuals and companies, Josh was introduced to the the foundation of what was to become the INC Wealth Strategy. Josh brings his knowledge of efficiency and continuous improvement to INC Financial and you. Josh is married with two daughters, lives in Birmingham, Alabama.
Born and raised in Ontario, Canada, Paul played college golf at the University of Montevallo in Alabama. After graduating, Paul became a professional golfer and was the head golf pro at Bent Brook Golf Club just outside Birmingham. Paul decided to combine his love of teaching with his personal experience practicing the INC Wealth Strategy and joined the INC Financial team in 2012. Paul is married with one son, lives in Birmingham, Alabama.
As a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE) and the owner of AE Accounting and Consulting, Andy brings a wealth of finance and tax knowledge and experience to INC Financial. He began his professional accounting career in 2000 and has worked with local and national Big 4 accounting firms as well as gaining experience as a financial analyst for a Fortune 500 company. He has worked with a wide venue of small businesses and individuals handling small business accounting, business valuations and tax preparation. Realizing that individuals, small, medium and large companies need to know how and why to implement the INC Wealth Strategy, Andy joined forces with the INC Financial team in 2013. Andy is a native of Vestavia and lives in Birmingham, Alabama.