Advisors Client Services Investments Leadership Marketing Operations All Alabama Florida Georgia Tennessee Harry Pearson Birmingham, AL CEO | Senior Lead Advisor (205) 313-9142 [email protected] Read Bio Ashley Alliston Birmingham, AL Client Service Specialist (205) 313-9142 [email protected] Read Bio Jonathan Bennett Birmingham, AL Senior Accountant (205) 313-9142 [email protected] Read Bio TJ Claud Birmingham, AL Chief Compliance Officer (205) 847-1343 [email protected] Read Bio Ben Craft Birmingham, AL Lead Advisor (205) 313-9142 [email protected] Read Bio Paul Cywinski Indian Harbour, FL Client Service Specialist (208) 456-2089 [email protected] Read Bio Todd Decker Birmingham, AL Chief Growth Officer (205) 313-9142 [email protected] Read Bio Kathy Ellerbee Albany, GA Client Service Associate (229) 888-8308 [email protected] Read Bio Rob Grubb Birmingham, AL Chief Operations Officer (205) 847-1343 [email protected] Read Bio Chad Harrison Birmingham, AL Retirement Plan Advisor (205) 313-9142 [email protected] Read Bio David Hinshaw Birmingham, AL Advisor (205) 313-9142 [email protected] Read Bio Heather Howell Birmingham, AL Chief Compliance Officer (205) 313-9142 [email protected] Read Bio Wade Johnson Birmingham, AL Director, Transition and Operations (205) 847-1343 [email protected] Read Bio Jamie Labello Birmingham, AL Operations Manager (205) 847-1343 [email protected] Read Bio Hays Latimer Birmingham, AL Senior Lead Advisor (205) 313-9142 [email protected] Read Bio Lisa Matthews Birmingham, AL Client Service Specialist (205) 313-9142 [email protected] Read Bio Kelly Mooney Birmingham, AL Client Service Associate (205) 313-9142 [email protected] Read Bio Heath Morris Birmingham, AL Senior Lead Advisor (205) 313-9142 [email protected] Read Bio Tom Mueth Birmingham, AL Senior Portfolio Specialist (205) 547-2718 [email protected] Read Bio Cole Pearson Birmingham, AL VP, Investment Solutions (205) 847-1343 [email protected] Read Bio Jimmie Lou Pearson Birmingham, AL Office Manager (205) 313-9142 [email protected] Tom Powell Birmingham, AL Senior Lead Advisor (205) 313-9142 [email protected] Read Bio Rob Riley Birmingham, AL Investment Analyst (205) 847-1343 [email protected] Read Bio John Siverling Birmingham, AL Director of Private Markets and Impact Advocacy (205) 847-1343 [email protected] Read Bio Will Sorrell Birmingham, AL Investment Solutions Manager (205) 847-1343 [email protected] Read Bio Julianne Sparkman Birmingham, AL Executive Assistant (205) 847-1343 [email protected] Read Bio Savannah Stewart Birmingham, AL Marketing Associate (205) 847-1343 [email protected] Read Bio Mark Tevebaugh Indian Harbour, FL Senior Lead Advisor (208) 456-2089 [email protected] Read Bio Ross Thompson Birmingham, AL Operations Associate (205) 847-1343 [email protected] Read Bio Adrian VanderWoude Birmingham, AL Director, Strategic Ministry Giving (205) 313-9142 [email protected] Read Bio Charlie Watkins Birmingham, AL VP, Finance (205) 313-9142 [email protected] Read Bio Brent Whiddon Albany, GA | Columbia, TN Senior Lead Advisor GA: (229) 888-8308 TN: (931) 240-0003 [email protected] Read Bio Nathan Whiddon Albany, GA | Columbia, TN Client Service Associate (931) 240-0003 [email protected] Nathan Willis Birmingham, AL Director of Portfolio Strategy (205) 847-1343 [email protected] Read Bio
