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Mimi Small

Trader

205.208.8716

Patti B. Black, CFP, Partner

Patti B. Black, CFP^®, CSA^®

Partner

205.208.8720

Taylor Brown, CFP, Financial Advisor

Taylor Brown, CFP^®

Financial Advisor

205.208.8747

Zach Ivey, CFA, CFP, ChFC, Partner, Chief Investment Strategist

Zach Ivey, CFA, CFP^®, ChFC^®

Partner, Chief Investment Strategist

205.208.8730

Jonathan Millican, CFP, Financial Advisor, Director of Planning

Jonathan Millican, CFP^®

Financial Advisor, Director of Planning

205.208.8709

Sara Smith, CPA, Chief Financial Officer

Sara Smith, CPA

Chief Financial Officer

205.208.8700

Marc Curles, CFP, CRPC, Financial Advisor

Marc Curles, CFP^®, CRPC^®

Financial Advisor

205.208.8711

Katie McIntyre, Client Service Coordinator

Katie McIntyre

Client Service Coordinator

205.208.8713

Brooklyn Hall

Data and Systems Analyst

205.208.8738

Monica Stoudemire, J.D., CSCP, Chief Compliance Officer

Monica Stoudemire, J.D., CSCP

Chief Compliance Officer

205.208.8700

Sam Fitch, CFP, Partner

Sam Fitch, CFP^®

Partner

205.208.8756

Stephen Gunter, MS, CFP, Financial Advisor

Stephen Gunter, MS, CFP^®

Financial Advisor

256-970-6860