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

Birmingham

205.769.3294

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

Grant W. Cardwell, CPA Member, Senior Client Consultant

Birmingham

205.769.3385

Kelly S. Clary, MBA Member, Senior Client Consultant

Huntsville

256.713.2669

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

Jennifer L. Disker Billing Analyst

Birmingham

205.769.3206

Kristin K. Emerson Client Service Associate

Birmingham

205.747.2715

David M. Foreman, CFP® Director of Financial Planning, Senior Client Consultant

Birmingham

205.769.3367

Andrew A. Gearhart, CFP® Client Consultant, Financial Planner

Homewood

205.314.6207

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