Harry Pearson
CFP®, CRPC®, CKA®
Birmingham, AL
CEO
Senior Lead Advisor
Hays Latimer
CFP®, CRPC®, CKA®
Birmingham, AL
Senior Lead Advisor
Adrian
VanderWoude
Birmingham, AL
Director, Strategic Ministry Giving
Nathan Willis
CFA®, CAIA
Birmingham, AL
Director of Portfolio Strategy
Don Ankenbrandt
Birmingham, AL
Director of Stewardship &
Strategic Engagement
Lynne Knecht
Birmingham, AL
Client Relationship Manager
Lisa Mathews
Birmingham, AL
Client Service Specialist
Ashley Alliston
Birmingham, AL
Client Service Specialist
Philip Johnston
CPA
Birmingham, AL
Tax Specialist
Karen Milton
Birmingham, AL
Operations Specialist
Kelly Mooney
Birmingham, AL
Client Service Associate
Anne-Thomas
Proctor
Birmingham, AL
Marketing Associate
