Adam Munger, CFP®
Planning Coordinator
Huntsville, AL
Amy Jemison
Chief Marketing Officer
Birmingham, AL
Andrew D’Amico, CFP®
Huntsville Managing Director, Planning Coordinator
Huntsville, AL
Ashley Stoudemire
Client Service Coordinator
Birmingham, AL
Bob Johnson, CFP®
Relationship Manager
Huntsville, AL
Brandi McCormack
Client Service Coordinator
Birmingham, AL
Brian Hinson, CFP®, CPA, ChFC®, PFS
Managing Partner, Huntsville
Huntsville, AL
Brooklyn Hall
Data and Systems Analyst
Birmingham, AL
Carrie Teardo
Client Service Coordinator
Birmingham, AL
Charles J. (Pete) McCarn, CFP Emeritus®
Business Development
Birmingham, AL
Chip Kalousek
Director of Portfolio Management
Birmingham, AL
Crystal Bowles, CFP®
Financial Advisor
Birmingham, AL
Dana O. McCarn
Receptionist
Birmingham, AL
Danette Almodovar
Office Facillitator
Huntsville, AL
David LeCompte, CFP®, CRPC®, CFS®, RICP®
Financial Advisor
Birmingham, AL
David Ward, CFP®
Financial Advisor
Birmingham, AL
Deborah Powell
Senior Operations Specialist
Huntsville, AL
DeLynn Zell, CFP®
Founder, CEO
Birmingham, AL
Embree Deason
Director of Operations
Birmingham, AL
Erin Letts, FPQP™
Senior Marketing Coordinator
Birmingham, AL
Grace Savino
Compliance Assistant
Birmingham, AL
Haley Dean
Client Service Coordinator
Birmingham, AL
Heather Hardin
Accountant
Birmingham, AL
Henry Ware, CFP®
Business Development
Birmingham, AL
Holley Tew
Senior Client Service Coordinator
Huntsville, AL
Holly Tuten
Client Service Coordinator
Huntsville, AL
Jana Crim
Client Service Coordinator
Birmingham, AL
Jeff McCormack, CFP®
Partner
Birmingham, AL
Jenny Jesup, MS, CFP®
Associate Advisor
Huntsville, AL
Jenny Sneed, CFP®, ChFC®
Partner
Birmingham, AL
Jeris B. Gaston, CFP®, CRPC®
Partner
Birmingham, AL
Jonathan Millican, CFP®
Financial Advisor, Director of Planning
Birmingham, AL
Katie McIntyre
Client Service Coordinator
Birmingham, AL
Kourtney Williams
Operations Specialist
Birmingham, AL
Laura K. Rhoades, CFP®
Financial Advisor
Birmingham, AL
Leslie Isbell, FPQP™
Client Service Coordinator
Birmingham, AL
Lynne Monk
Office Facilitator, Birmingham
Birmingham, AL
Marc Curles, CFP®, CRPC®
Financial Advisor
Birmingham, AL
Marly Green
Planning Coordinator
Birmingham, AL
Mary Brandon Harrell
Client Service Coordinator
Birmingham, AL
Mimi Small
Trader
Birmingham, AL
Monica Stoudemire, J.D., CSCP
Chief Compliance Officer
Birmingham, AL
Monica Willis
Operations Specialist
Birmingham, AL
Parker Henley
Planning Coordinator
Birmingham, AL
Patti B. Black, CFP®
Partner
Birmingham, AL
Rebecca Thomas
Client Service Coordinator
Birmingham, AL
Roger Pridmore
Senior Operations Specialist
Birmingham, AL
Sam Fitch, CFP®
Partner
Birmingham, AL
Sara Smith, CPA
Chief Financial Officer
Birmingham, AL
Scooter Thomas, ChSNC®
Planning Coordinator
Birmingham, AL
Stephen Gunter, MS, CFP®
Financial Advisor
Huntsville, AL
Stewart Whitt, MS, CFP®, CRPC®
Financial Advisor
Huntsville, AL
Susan Pratt
Client Service Coordinator
Huntsville, AL
Susan R. Copeland, CFP®, CDFA®
Financial Advisor
Birmingham, AL
Tanner Fields
Planning Coordinator
Birmingham, AL
Tara Henderson Ingram
Planning Coordinator
Birmingham, AL
Taylor Brown, CFP®
Financial Advisor
Birmingham, AL
Terrie Marinelli
Receptionist
Birmingham, AL
Wade A. Warren, CFP®
Senior Planner
Birmingham, AL
Wayne Harris, CFP®
Founder, Partner
Birmingham, AL
Will Wetzler
Planning Coordinator
Birmingham, AL
William Hocutt, CFP®, CPA
Partner
Birmingham, AL
Zach Ivey, CFA, CFP®, ChFC®
Partner, Chief Investment Strategist
Birmingham, AL
