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Our People

Advisors  |  Leadership  |  A–Z

Tanner Fields

Planning Coordinator

205.208.8678
[email protected]

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Grace Savino

Compliance Assistant ​

205.208.8676
[email protected]

Terrie Marinelli

Receptionist

205.208.8700
[email protected]

Kourtney Williams​

Operations Specialist ​

205.208.8670
[email protected]

Roger Pridmore

Senior Operations Specialist

205.208.8724
[email protected]

Chip Kalousek

Director of Portfolio Management

205.208.8669
[email protected]

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Will Wetzler

Planning Coordinator

205.208.8753
[email protected]

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Adam Munger, CFP®

Planning Coordinator

256.208.5786
[email protected]

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Ashley Stoudemire

Client Service Coordinator

205.208.8744
[email protected]

Heather Hardin

Accountant

205.208.8702
[email protected]

Parker Henley

Planning Coordinator

205.208.8664
[email protected]

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Tara Henderson Ingram

Planning Coordinator

205.208.8710
[email protected]

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Marly King

Planning Coordinator

205.208.8663
[email protected]

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Katie McIntyre

Client Service Coordinator

205.208.8713
[email protected]

Scooter Thomas, ChSNC®

Planning Coordinator

205.208.8662
[email protected]

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Susan R. Copeland, CFP®, CDFA®

Financial Advisor

205.208.8729
[email protected]

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Haley Dean

Client Service Coordinator

205.208.8731
[email protected]

Jenny Jesup, MS, CFP®

Associate Advisor

256.970.6888
[email protected]

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Holly Tuten

Office Facilitator

256.970.6888
[email protected]

Leslie Isbell, FPQP™

Client Service Coordinator

205.208.8723
[email protected]

Kristi Hoffman

Senior Client Service Coordinator

205.208.8732
[email protected]

DeLynn Zell

DeLynn Zell, CFP®

Founder, CEO

205.208.8748
[email protected]

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Mimi Brooks

Mimi Brooks

Trader

205.208.8716
[email protected]

Patti B. Black, CFP®

Partner

205.208.8720
[email protected]

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Crystal Bowles, CFP®

Financial Advisor

205.208.8715
[email protected]

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Taylor Brown, CFP®

Financial Advisor

205.208.8747
[email protected]

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Jana Crim

Client Service Coordinator

205.208.8749
[email protected]

Brian Hinson, CFP®, CPA, ChFC®, PFS

Managing Partner, Huntsville

256-970-6890
[email protected]

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Zach Ivey, CFA, CFP®, ChFC®

Partner, Chief Investment Strategist

205.208.8730
[email protected]

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Jonathan Millican, CFP®

Financial Advisor, Director of Planning

205.208.8709
[email protected]

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Marc Curles, CFP®, CRPC®

Financial Advisor

205.208.8711
[email protected]

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Brooklyn Hall

Client Service Coordinator & Systems Administrator

205.208.8738
[email protected]

Sara Smith, CPA

Chief Financial Officer

205.208.8700
[email protected]

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Sam Fitch, CFP®

Partner

205.208.8756
[email protected]

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Jeris B. Gaston, CFP®, CRPC®

Partner

205.208.8719
[email protected]

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Stephen Gunter, MS, CFP®

Financial Advisor

256-970-6860
[email protected]

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Wayne Harris, CFP®

Founder, Partner

205.208.8727
[email protected]

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Monica Stoudemire, J.D., CSCP

Chief Compliance Officer

205.208.8700
[email protected]

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William Hocutt, CFP®, CPA

Partner

205.208.8755
[email protected]

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Embree Deason

Director of Operations

205.208.8722
[email protected]

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Bob Johnson, CFP®

Relationship Manager

256-970-6840
[email protected]

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Erin Letts, FPQP™

Senior Marketing Coordinator

205.208.8714
[email protected]

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David LeCompte, CFP®, CRPC®, CFS®, RICP®

Financial Advisor

205.208.8734
[email protected]

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Andrew D’Amico, CFP®

Huntsville Managing Director, Planning Coordinator

256.970.6899
[email protected]

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Pete McCarn

Charles J. (Pete) McCarn, CFP Emeritus®

Business Development

205.208.8736
[email protected]

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Dana McCarn

Dana O. McCarn

Receptionist

205.208.8700
[email protected]

Jeff McCormack, CFP®

Partner

205.208.8737
[email protected]

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Brandi McCormack

Brandi McCormack

Client Service Coordinator

205.208.8757
[email protected]

Laura K. Rhoades, CFP®

Financial Advisor

205.208.8733
[email protected]

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Lynne Monk

Lynne Monk

Office Facilitator, Birmingham

205.208.8740
[email protected]

Deborah Powell

Senior Operations Specialist

256-970-6841
[email protected]

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Susan Pratt

Client Service Coordinator

256-970-6890
[email protected]

Jenny Sneed

Jenny Sneed, CFP®, ChFC®

Partner

205.208.8742
[email protected]

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Holley Tew

Senior Client Service Coordinator

256-970-6893
[email protected]

Rebecca Thomas

Client Service Coordinator

205.208.8726
[email protected]

David Ward, CFP®

Financial Advisor

205.208.8752
[email protected]

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Henry Ware

Henry Ware, CFP®

Founder, Partner

205.208.8712
[email protected]

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Wade A. Warren, CFP®

Senior Planner

205.208.8717
[email protected]

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Stewart Whitt, MS, CFP®, CRPC®

Financial Advisor

256-970-6892
[email protected]

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Monica Willis

Operations Specialist

205.208.8713
[email protected]

Media Inquiries

For all media inquiries, please contact Erin C. Letts, FPQP™:

[email protected]
205.208.8700

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