Alabama Meet The Team

Chris Simich

Managing Partner

Jordan Thompson

Financial Professional

Robert Lee*, MBA, CLF

Partner

Rickey Turner*

Registered Representative

Also Licensed in Alabama

Edward Nelson*, MBA

Senior Managing Partner; Investment Advisor

Marquis Chachere

Financial Advisor

Jared Key

Financial Professional

Joe Bradley*, FSCP

Financial Professional

Gary Braswell

Financial Professional

Yere Henderson

Financial Services Professional

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

David Keith*, LUTCF, CLF

Registered Representative, Managing Partner

Joshua Crane-Whittington*

Partner

Nick Smith*

Partner, Registered Representative

Terry Anderson*, LUTCF

Registered Representative

Irma Ceja

Financial Professional

John Fitzgerald

Director of Mature Marketing

Jeffrey Hendrix*

Registered Representative

David Hussey, MBA

Financial Professional

Steven Manthey*

Financial Advisor

Dr. Gregory McBride*, PhD

Investment Advisor Representative

Brandon Melton*

Registered Representative

Chris Taylor

Financial Professional

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