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

Homewood

Birmingham

Atlanta

205.769.3205

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

Homewood

Birmingham

205.769.3384

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

Homewood

Birmingham

Atlanta

205.769.3308

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Jack Adams, QPFC Member, Senior Retirement Plan Consultant

Homewood

Birmingham

Tampa

205.769.3386

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

Homewood

Birmingham

205.769.3367

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Elizabeth L. Brasher, J.D., CWS Client Consultant

Homewood

Birmingham

205.747.3945

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Aaron M. Nelson Client Consultant

Homewood

Birmingham

205.769.3269

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Heather Locklar, J.D. Member of Warren Averett, Estate Planner

Birmingham

205.769.3217

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Mary Lassiter Chapman Senior Client Service Associate

Homewood

Birmingham

205.986.0817

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Diana R. Contorno, HDP™ Retirement Planning Specialist

Homewood

Birmingham

205.314.6220

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Amanda M. Dilworth, TGPC Retirement Plan Administrator

Homewood

Birmingham

972.725.1293

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Jennifer L. Disker Senior Billing Analyst

Homewood

Birmingham

205.769.3206

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Kristin K. Emerson Operations Specialist

Homewood

Birmingham

205.747.2715

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Julie A. Lyons Retirement Plan Administrator

Homewood

Birmingham

205.769.3343

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Aleicia M. Hornsby Client Experience Specialist

Homewood

Birmingham

205.460.3854

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Jolinda H. Hubbard Client Service Associate

Homewood

Birmingham

205.769.3214

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Anna M. Lashley Client Service Associate

Homewood

Birmingham

205.979.3061

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Jennifer E. Lawrence Senior Client Service Associate

Homewood

Birmingham

205.769.3371

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Melba A. Martin Plan Conversion Specialist

Homewood

Birmingham

205.769.3354

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Billy McMahon Associate Plan Administrator

Homewood

Birmingham

205.769.3315

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Robyn H. Myers, ERPA, QPA, QKA Retirement Plan Administrator

Homewood

Birmingham

334.260.2235

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Kelly K. Pan Trader

Homewood

Birmingham

205.769.3334

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Teresa J. Pierce Senior Client Service Associate

Huntsville

Homewood

Birmingham

Tampa

256.713.2660

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Justin A. Sly, CFA Investment Analyst

Homewood

Birmingham

205.769.3256

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Laura J. Steiner Retirement Plan Administrator

Homewood

Birmingham

205.769.3289

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Jennifer H. Walker Receptionist

Homewood

Birmingham

205.871.3334

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