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Joshua L. Reidinger, CPA Partner, Chief Executive Officer

Birmingham

205.769.3294

Steven C. Causey, CPA Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Justin T. Russell, CIMA Partner, President and COO

Birmingham

205.769.3384

Melanie L. Nichols, CFA, CFP® Partner, Wealth Advisor

Birmingham

205.769.3308

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

Tampa

205.769.3386

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

John B. Cox, CFA®, CAIA Partner, Chief Investment Officer, Wealth Advisor

Birmingham

205.314.6209

Heath R. Echols, MS, CFP® Partner, Chief Technology Officer, Wealth Advisor

Birmingham

205.314.6206

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Andrea W. Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

James R. Lazenby, CPA, AEP Partner, Chief Financial Officer

Birmingham

205.769.3215

Aaron M. Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

Birmingham

205.314.6202

Birmingham

205.747.3945

Mary Lassiter Chapman Senior Client Service Associate

Birmingham

205.986.0817

Birmingham

205.314.6203

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

Diana R. Contorno, HDP™ Employee Education Specialist

Birmingham

205.314.6220

Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

Kristin K. Emerson Operations Manager

Birmingham

205.747.2715

Birmingham

205.314.6207

Gavin P. Gillison, CFP® Wealth Advisor, Director of Financial Planning

Birmingham

205.769.3480

Birmingham

205.460.3854

Jolinda H. Hubbard Billing Associate

Birmingham

205.769.3214

Anna M. Lashley Compliance Associate

Birmingham

205.979.3061

Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

Billy McMahon, QKA® Retirement Services Liaison

Birmingham

205.769.3315

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Birmingham

205.769.3335

Teresa J. Pierce Senior Client Service Associate

Huntsville

Birmingham

Tampa

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

C. Kelly Roy Tech and Client Experience Specialist

Birmingham

205.769.3462

Leigh Ann Thrash Client Service Associate

Birmingham

205.314.6201

Birmingham

205.871.3334

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

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