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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Justin T. Russell, CIMA Partner, President

Birmingham

205.769.3384

Birmingham

205.747.3945

Tampa

813.321.1348

Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham

205.769.3385

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Mary Lassiter Chapman Executive Assistant

Birmingham

205.986.0817

Kelly S. Clary, MBA Partner, Wealth Advisor

Huntsville

256.713.2669

Denise H. Coleman Senior Client Service Associate

Birmingham

205.314.6213

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

Birmingham

205.314.6209

Huntsville

256.713.2670

Jennifer L. Disker Senior Billing Analyst

Birmingham

205.769.3206

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

Birmingham

205.314.6206

Kristin K. Emerson Director of Integration

Birmingham

205.747.2715

David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham

205.769.3367

Birmingham

205.314.6207

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

Birmingham

205.769.3480

Jennifer B. Groulx Senior Client Service Associate

Pensacola

850.470.5546

Jeffrey P. Helms, CPA, CFP® Partner, Wealth Advisor

Pensacola

850.444.7272

Birmingham

205.460.3854

Andrea W. Johnson Principal, Chief Compliance Officer

Birmingham

205.769.3469

Jennifer E. Lawrence Senior Client Service Associate

Birmingham

205.769.3371

Joseph R. McNair, CFP®, JD, CPA Partner, Wealth Advisor

Pensacola

850.444.7253

Joshua G. Miller, CPA, CFA, CIPM Senior Investment Analyst

Pensacola

850.444.7205

Aaron M. Nelson Partner, Wealth Advisor

Birmingham

205.769.3269

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

Birmingham

205.769.3308

Birmingham

205.769.3335

Teresa J. Pierce Senior Client Service Associate

Huntsville

256.713.2660

Amy L. Pollard, FPQP™ Senior Paraplanner

Birmingham

205.314.6238

Barry Prim, MBA Partner, Wealth Advisor

Montgomery

334.260.2340

Anneliese E. Roemer Senior Client Service Associate

Montgomery

334.387.3629

Pensacola

850.444.7271

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