
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
