Alabama Meet The Team

Chris Simich*

Managing Partner

Robert Lee*, MBA, CLF

Partner

Rickey Turner*

Registered Representative

Also Licensed in Alabama

Edward Nelson*, MBA

Senior Managing Partner; Investment Advisor

Andrea Wilcox

Agent

Marquis Chachere*

Investment Advisor Representative

Chris Simich*

Managing Partner

Gary Braswell

Financial Professional

Stephanie Coleman-Risher*

Financial Planner

Michael Wimmer, USMC – Ret., CFP®USMC-Ret., CFP®

Financial Advisor

Martina Jimenez Sperry*

Managing Partner

David Keith*, LUTCF, CLF

Registered Representative, Managing Partner

Robert Lee*, MBA, CLF

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

David Hussey, MBA

Financial Professional

Dr. Gregory McBride*, PhD

Investment Advisor Representative

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