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Homewood

205.769.3294

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

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

Andrea W. Johnson Chief Compliance Officer

Homewood

Birmingham

205.769.3469

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

Homewood

Birmingham

Tampa

205.769.3386

Grant W. Cardwell, CPA Member, Senior Client Consultant

Homewood

Birmingham

205.769.3385

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

Homewood

Birmingham

205.769.3367

Homewood

Birmingham

205.747.3945

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

Homewood

Birmingham

205.769.3480

Aaron M. Nelson Client Consultant

Homewood

Birmingham

205.769.3269

Mary Lassiter Chapman Client Service Associate

Homewood

Birmingham

205.986.0817

Denise H. Coleman Client Service Associate

Homewood

205.314.6213

Diana R. Contorno, HDP™ Retirement Plan Associate

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

Anita W. Dobbs Associate Plan Administrator

Homewood

Birmingham

205.769.3301

Kristin K. Emerson Operations Specialist

Homewood

Birmingham

205.747.2715

Andrew A. Gearhart, CFP® Client Consultant

Homewood

205.314.6207

Julie A. Gibbs 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

Atlanta

205.769.3371

Melba A. Martin Plan Conversion Specialist

Homewood

Birmingham

205.769.3354

William J. McMahon Associate Plan Administrator

Homewood

Birmingham

205.769.3235

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

Homewood

Birmingham

334.260.2235

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

Homewood

Birmingham

205.460.3988

Kelly K. Pan Associate Trader

Homewood

Birmingham

205.769.3334

Sandra N. Pate Scanning Assistant

Homewood

205.314.6215

MaryPat Peeples Financial Planning Associate, Senior Associate

Homewood

Birmingham

205.769.3209

Teresa J. Pierce Senior Client Service Associate

Huntsville

Homewood

Birmingham

Tampa

256.713.2660

Amy L. Pollard, FPQP™ Registered Paraplanner

Homewood

205.314.6238

C. Kelly Roy Associate Plan Administrator

Homewood

Birmingham

205.769.3462

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

Kimberly D. Warner Benefits Administrator

Homewood

205.769.3207

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