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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham

205.769.3294

Jack Adams, QPFC Partner, Retirement Plan Advisor

Birmingham

205.769.3386

Tampa

813.321.1348

Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham

205.769.3205

Kelly S. Clary, MBA Partner, Wealth Advisor

Huntsville

256.713.2669

Diana R. Contorno, HDP™ Employee Education Specialist

Birmingham

205.314.6220

Huntsville

256.713.2670

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

Pensacola

850.444.7272

Billy McMahon, QKA® Retirement Services Liaison

Birmingham

205.769.3315

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

Pensacola

850.444.7253

Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

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

Birmingham

205.769.3308

Jonathan R. Osborne, QKA® Retirement Plan Advisor

Birmingham

205.460.3988

Pensacola

850.444.7271

Kimberly D. Warner Annual Plan Review Specialist

Birmingham

205.769.3207

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