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Joshua L. Reidinger, CPA Member, President, Senior Client Consultant

Birmingham

205.769.3294

Steven C. Causey, CPA, AIF Member, Senior Retirement Plan Consultant

Birmingham

205.769.3205

Justin T. Russell, CIMA Member, COO, CCO, Senior Client Consultant

Birmingham

205.769.3384

Melanie L. Nichols, CFA, CFP® Member, Senior Client Consultant

Birmingham

Atlanta

205.769.3308

John B. Cox, CFA, CAIA Member, CIO, Senior Client Consultant

Homewood

205.314.6209

Heath R. Echols, MS, CFP® Member, Platform Architect, Senior Client Consultant

Homewood

205.314.6206

Irby J. Thompson, CFP®, AEP® Member, Senior Client Consultant

Montgomery

334.260.2432

John R. Adams Jr., QPFC Member, Senior Retirement Plan Consultant

Birmingham

205.769.3386

Grant W. Cardwell, CPA Member, Senior Client Consultant

Birmingham

205.769.3385

Kelly S. Clary, MBA Member, Senior Client Consultant

Huntsville

256.713.2669

Jeffrey P. Helms, CPA, CFP® Member, Senior Client Consultant

Pensacola

850.444.7272

Joshua W. Lancaster, CFA Member, Senior Client Consultant

Homewood

205.314.6208

Joseph R. McNair, CFP®, JD, CPA Member, Senior Client Consultant

Pensacola

850.444.7253

M. Lee Brill, AAMS®/AWMA® Senior Client Consultant

Tampa

813.321.1348

Denise H. Coleman Paraplanner

Homewood

205.314.6213

Diana R. Contorno, HDP™ Retirement Plan Associate

Birmingham

205.314.6220

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