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I'm Looking for an Advisor

For new client inquiries, please contact DeLynn Zell:

[email protected]
205.208.8748

Career Opportunities

For potential new advisors, please click below:

View Open Staff Positions

Media Inquiries

For all media inquiries, please contact Julie Ellis:

[email protected]
205.208.8700

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Birmingham

3800 Colonnade Parkway,
Suite 300,
Birmingham, Alabama 35243

t  205.208.8700
f  205.208.8701
toll free 866.850.1766

[email protected]

get directions

Huntsville

400 Meridian Street,
Suite 200,
Huntsville, Alabama, 35801

t  256.970.6888
f  256.970.6889
toll free 877.816.7080

[email protected]

get directions

Advisors  |  Client Services  |  Leadership  |  A–Z
Crystal Bowles

Crystal Bowles, CFP®

Associate Advisor

205.208.8715
[email protected]

Mimi Brooks

Mimi Brooks

Practice Manager

205.208.8716
[email protected]

Taylor Brown

Paraplanner

205.208.8747
[email protected]

Cheryl Brown

Cheryl Brown

Client Service Coordinator

205.208.8710
[email protected]

David Clark, CFP®, CPA

Financial Advisor

205.208.8721
[email protected]

Debbie Bryan

Debbie Bryan

Senior Operations Specialist

205.208.8724
[email protected]

Claire Burch

Claire R. Burch

Special Projects Coordinator

205.208.8738
[email protected]

Marc Curles

Marc Curles, CFP®, CRPC®

Financial Advisor

205.208.8711
[email protected]

Sam Fitch, CFP®

Financial Advisor

205.208.8756
[email protected]

Jana Crim

Senior Operations Specialist

205.208.8749
[email protected]

Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890
[email protected]

Embree Deason

Embree Deason

Practice Manager

205.208.8722
[email protected]

Larry Goldberg

Larry Goldberg, CFP®

Founder, Partner

205.208.8726
[email protected]

Stephen Gunter, MS, CFP®

Associate Advisor

256-970-6860
[email protected]

Wayne Harris

Wayne Harris, CFP®

Founder, Partner

205.208.8727
[email protected]

Laura Hinton

Laura Hinton, ChFC®

Financial Advisor

205.208.8753
[email protected]

William Hocutt

William Hocutt, CFP®, CPA

Financial Advisor

205.208.8755
[email protected]

Donna Byrne, J.D.

Chief Compliance Officer

205.208.8731
[email protected]

Peyton Jones, CFP®

Planning Coordinator

205.208.8704
[email protected]

Samantha Kitchens

Client Service Coordinator

205.208.8744
[email protected]

Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709
[email protected]

Shannon Little

Client Service Coordinator

205.208.8729
[email protected]

Zach Ivey

Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730
[email protected]

Pete McCarn

Charles J. (Pete) McCarn

Business Development

205.208.8736
[email protected]

Dana McCarn

Dana O. McCarn

Receptionist

205.208.8700
[email protected]

Brandi McCormack

Brandi McCormack

Client Service Coordinator

205.208.8749
[email protected]

Laura Rhoades

Laura K. Rhoades, CFP®

Associate Advisor

205.208.8733
[email protected]

Lynne Monk

Lynne Monk

Office Facilitator, Birmingham

205.208.8740
[email protected]

Tanya Neumeier

Tanya Neumeier

Accounting Assistant

205.208.8702
[email protected]

Deborah Powell

Client Service Coordinator

256-970-6841
[email protected]

Susan Pratt

Senior Practice Manager

256-970-6890
[email protected]

David Ward, CFP®

Financial Advisor

205.208.8752
[email protected]

Katherine Riggins

Office Facilitator, Huntsville

256-970-6888
[email protected]

Carmen Snyder

Carmen Snyder

Client Service Coordinator

205.208.8714
[email protected]

Kellie Taylor

Kellie Taylor

Administrative Assistant

205.208.8743
[email protected]

Holley Tew

Senior Client Service Coordinator

256-970-6893
[email protected]

Rebecca Thomas

Client Service Coordinator

205.208.8723
[email protected]

Amy Brunson, MBA

Director of Operations

205.208.8745
[email protected]

Julie Moebes Ellis

Julie Moebes Ellis, M.A.

Director of Business Development and Marketing

205.208.8703
[email protected]

Wade A. Warren, CFP®

Senior Planning Coordinator

205.208.8717
[email protected]

DeLynn Zell

DeLynn Zell, CFP®

Founder, Managing Partner

205.208.8748
[email protected]

Monica Willis

Senior Client Service Coordinator

205.208.8713
[email protected]