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Homewood

205.769.3294

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

Homewood

Birmingham

Atlanta

205.769.3205

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

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

Homewood

205.314.6207

Denise H. Coleman Client Service Associate

Homewood

205.314.6213

Sandra N. Pate Scanning Assistant

Homewood

205.314.6215

Amy L. Pollard, FPQP™ Registered Paraplanner

Homewood

205.314.6238

Kimberly D. Warner Benefits Administrator

Homewood

205.769.3207

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