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

Homewood

Birmingham

Atlanta

205.769.3205

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

Homewood

Birmingham

205.769.3384

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

Homewood

Birmingham

Atlanta

205.769.3308

Jack Adams, QPFC Member, Senior Retirement Plan Consultant

Homewood

Birmingham

Tampa

205.769.3386

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

Homewood

Birmingham

205.769.3367

Homewood

Birmingham

205.747.3945

Aaron M. Nelson Client Consultant

Homewood

Birmingham

205.769.3269

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

Birmingham

205.769.3217

Mary Lassiter Chapman Senior Client Service Associate

Homewood

Birmingham

205.986.0817

Diana R. Contorno, HDP™ Retirement Planning Specialist

Homewood

Birmingham

205.314.6220

Amanda M. Dilworth, TGPC Retirement Plan Administrator

Homewood

Birmingham

972.725.1293

Jennifer L. Disker Senior Billing Analyst

Homewood

Birmingham

205.769.3206

Kristin K. Emerson Operations Specialist

Homewood

Birmingham

205.747.2715

Julie A. Lyons Retirement Plan Administrator

Homewood

Birmingham

205.769.3343

Aleicia M. Hornsby Client Experience Specialist

Homewood

Birmingham

205.460.3854

Jolinda H. Hubbard Client Service Associate

Homewood

Birmingham

205.769.3214

Anna M. Lashley Client Service Associate

Homewood

Birmingham

205.979.3061

Jennifer E. Lawrence Senior Client Service Associate

Homewood

Birmingham

205.769.3371

Melba A. Martin Plan Conversion Specialist

Homewood

Birmingham

205.769.3354

Billy McMahon Associate Plan Administrator

Homewood

Birmingham

205.769.3315

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

Homewood

Birmingham

334.260.2235

Homewood

Birmingham

205.769.3334

Teresa J. Pierce Senior Client Service Associate

Huntsville

Homewood

Birmingham

Tampa

256.713.2660

Justin A. Sly, CFA Investment Analyst

Homewood

Birmingham

205.769.3256

Laura J. Steiner Retirement Plan Administrator

Homewood

Birmingham

205.769.3289

Homewood

Birmingham

205.871.3334

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