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

Birmingham

205.769.3384

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

Birmingham

Atlanta

205.769.3308

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Andrea W. Johnson Chief Compliance Officer

Birmingham

205.769.3469

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

Birmingham

Tampa

205.769.3386

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Grant W. Cardwell, CPA Member, Senior Client Consultant

Birmingham

205.769.3385

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

Birmingham

205.769.3367

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

Birmingham

205.747.3945

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Gavin P. Gillison, CFP® Financial Planner, Client Consultant

Birmingham

205.769.3480

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Aaron M. Nelson Client Consultant

Birmingham

205.769.3269

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Mary Lassiter Chapman Client Service Associate

Birmingham

205.986.0817

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Diana R. Contorno, HDP™ Retirement Plan Associate

Birmingham

205.314.6220

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Amanda M. Dilworth, TGPC Retirement Plan Administrator

Birmingham

972.725.1293

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Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

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Anita W. Dobbs Associate Plan Administrator

Birmingham

205.769.3301

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Kristin K. Emerson Operations Specialist

Birmingham

205.747.2715

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Julie A. Gibbs Retirement Plan Administrator

Birmingham

205.769.3343

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Aleicia M. Hornsby Client Experience Specialist

Birmingham

205.460.3854

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Jolinda H. Hubbard Client Service Associate

Birmingham

205.769.3214

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Anna M. Lashley Client Service Associate

Birmingham

205.979.3061

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Jennifer E. Lawrence Senior Client Service Associate

Birmingham

Atlanta

205.769.3371

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Melba A. Martin Plan Conversion Specialist

Birmingham

205.769.3354

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William J. McMahon Associate Plan Administrator

Birmingham

205.769.3235

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

Birmingham

334.260.2235

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Jonathan R. Osborne, QKA Daily 401(k) Operations Manager

Birmingham

205.460.3988

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Kelly K. Pan Associate Trader

Birmingham

205.769.3334

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MaryPat Peeples Financial Planning Associate, Senior Associate

Birmingham

205.769.3209

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Teresa J. Pierce Senior Client Service Associate

Huntsville

Tampa

Birmingham

256.713.2660

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C. Kelly Roy Associate Plan Administrator

Birmingham

205.769.3462

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Justin A. Sly, CFA Investment Analyst

Birmingham

205.769.3256

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Laura J. Steiner Retirement Plan Administrator

Birmingham

205.769.3289

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Jennifer H. Walker Receptionist

Birmingham

205.871.3334

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