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Patti B. Black

  • CFP®
  • Partner
Crystal Bowles

Crystal Bowles

  • CFP®
  • Associate Advisor
Mimi Brooks

Mimi Brooks

  • Practice Manager
Cheryl Brown

Cheryl Brown

  • Client Service Coordinator

Amy Brunson

  • MBA
  • Director of Operations
Claire Burch

Claire R. Burch

  • Practice Manager
Brian Butler

Brian Butler

  • Practice Manager

Donna Byrne

  • J.D.
  • Chief Compliance Officer

David Clark

  • CFP®, CPA
  • Financial Advisor

Jana Crim

  • Client Service Coordinator
Marc Curles

Marc Curles

  • CFP®, CRPC®
  • Financial Advisor
Embree Deason

Embree Deason

  • Practice Manager
Julie Moebes Ellis

Julie Moebes Ellis

  • M.A.
  • Director of Business Development and Marketing

Sam Fitch

  • CFP®
  • Financial Advisor
Jeris Gaston

Jeris B. Gaston

  • CFP®, CRPC®
  • Financial Advisor
Larry Goldberg

Larry Goldberg

  • CFP®
  • Partner

Stephen Gunter

  • MS, CFP®
  • Associate Advisor
Wayne Harris

Wayne Harris

  • CFP®
  • Partner

Brian Hinson

  • CFP®, CPA, ChFC®, PFS
  • Managing Partner, Huntsville
Laura Hinton

Laura Hinton

  • ChFC®
  • Financial Advisor
William Hocutt

William Hocutt

  • CFP®, CPA
  • Financial Advisor

Jonathan Hornsby

  • CFP®, CRPC®, MBA
  • Financial Advisor
Zach Ivey

Zach Ivey

  • CFA, CFP®, ChFC®
  • Partner, Chief Investment Strategist

Bob Johnson

  • CFP®, ChFC®, CASL®
  • Partner

Peyton Jones

  • CFP®
  • Planning Coordinator
Margaret Kelly

Margaret Kelley

  • CFP®
  • Paraplanner

Samantha Kitchens

  • Operations Specialist
David LeCompte

David LeCompte

  • CFP®, CRPC®, CFS®
  • Financial Advisor
Mercy Lloyd

Mercy R. Lloyd

  • CPA, CIA
  • Controller
Pete McCarn

Charles J. (Pete) McCarn

  • Business Development
Brandi McCormack

Brandi McCormack

  • Client Service Coordinator
Jeff McCormack

Jeff McCormack

  • CFP®
  • Partner
Kathryn Michael

Kathryn Michael

  • CFP®, CLU®, ChFC®
  • Partner

Jonathan Millican

  • CFP®
  • Financial Advisor, Director of Planning
Lynne Monk

Lynne Monk

  • Administrative Assistant
Tanya Neumeier

Tanya Neumeier

  • Accounting Assistant

Deborah Powell

  • Client Service Coordinator

Susan Pratt

  • Practice Manager
Laura Rhoades

Laura K. Rhoades

  • CFP®
  • Associate Advisor

Katherine Riggins

  • Receptionist, Huntsville
Jenny Sneed

Jenny Sneed

  • CFP®, ChFC®
  • Partner
Carmen Snyder

Carmen Snyder

  • Client Service Coordinator
Kellie Taylor

Kellie Taylor

  • Administrative Assistant

Holley Tew

  • Client Service Coordinator

Rebecca Thomas

  • Client Service Coordinator

David Ward

  • CFP®
  • Financial Advisor, Senior Planning Coordinator
Henry Ware

Henry Ware

  • CFP®
  • Partner

Wade A. Warren

  • CFP®
  • Planning Coordinator

Stewart Whitt

  • CRPC®
  • Paraplanner

Monica Willis

  • Client Service Coordinator
DeLynn Zell

DeLynn Zell

  • CFP®
  • Managing Partner