Harry Pearson
CFP®, CRPC®, CKA®
Birmingham, AL
CEO
Senior Lead Advisor
Hays Latimer
CFP®, CRPC®, CKA®
Birmingham, AL
Senior Lead Advisor
Mark Tevebaugh
Indian Harbour Beach, FL
Senior Lead Advisor
Donna Jordan
CFP®, AIF®, CLU®
Pensacola, FL
Senior Lead Advisor
Cole Pearson
Birmingham, AL
President, Investment Solutions
Charlie Watkins
Birmingham, AL
Vice President, Finance
Matthew Moses
CAP®
Maumee, OH
Vice President, Operational
Consulting
Dean Niewolny
Southlake, TX
Vice President, Strategic
Engagement
John Siverling
Matthews, NC
Director of Private Markets &
Impact Advocacy
Nathan Willis
CFA®, CAIA
Birmingham, AL
Director of Portfolio Strategy
Don Ankenbrandt
Birmingham, AL
Director of Stewardship &
Strategic Engagement
Tom Mueth
CIMA®, CIMC®
St. Louis, MO
Director of Advisor Engagement
Jennifer Rogers
Maumee, OH
Director, Advisor Operations
Heather Howell
Birmingham, AL
Operations Manager
Lisa Mathews
Birmingham, AL
Client Relationship Manager
Ashley Alliston
Birmingham, AL
Client Relationship Manager
Lynne Knecht
Birmingham, AL
Client Relationship Manager
Linda West
Birmingham, AL
Client Relationship Manager
Paul Cywinski
Indian Harbour Beach, FL
Client Service Specialist
Kathy Ellerbee
Albany, GA
Client Service Specialist
Edna Jahnke
Pensacola, FL
Client Service Specialist
Philip Johnston
CPA
Birmingham, AL
Tax Specialist
Anne-Thomas
Proctor
Birmingham, AL
Marketing Associate
