Team
Bill is a graduate of Birmingham- Southern College. After his graduation in 1978 he began his career with Protective Life Insurance Company. In 1983 he was a co-founder and principle of First Financial Center of Birmingham, Inc.,...
Joey is a 1978 graduate of Birmingham-Southern College where he received a Bachelor’s degree in Business Administration and Emory University’s Candler School of Theology where he received a Master’s of Divinity in 1983. Following...
Mike Mungenast
Senior Vice President, Senior Advisor
Mike is a 1982 graduate of Auburn University where he graduated with a BSBA in Accounting. He joined Coopers and Lybrand, a Big Eight accounting firm, where he obtained his CPA license in 1988 and worked in the firm’s audit and...
Hal is a 1993 graduate of UAB, where he majored in finance with emphasis on investments. After graduating he began his career as a financial advisor. In 1997, he transitioned to ProEquities, Inc. Over the next 10 years he continued to...
Larry is a 1976 graduate of Auburn University with a B.S. degree in Finance. He has over 20 years experience in the real estate, banking and mortgage lending industries. He completed formal bank credit training at Compass Bank and has...
Randall “Heath” Morris is a graduate of Samford University, where he received a Bachelors of Arts degree in Public Administration, with a concentration in both Political Science and Business Management. He began working in the...
Ben graduated from the University of Montevallo in 2002. In August of 2004, Ben joined Vision Financial Group as Director of Planning. In his current position of Vice President, Planning & Wealth Management for Vision Financial Group,...
Margaret is a graduate of Middle Tennessee State University where she received her Bachelors degree in Mathematics and Master’s Degree in Guidance & Counseling. She retired from the Birmingham City School System in 1993 and has worked...
Suzanne attended Samford University. She has over fifteen years of experience in banking and investments. She has worked for AmSouth Bank, with over eight years service in their Bond department, also with Wachovia Securities and Shelby...
Logan graduated Magna Cum Lade from The University of Alabama in May, 2010, where she received her Bachelor of Science in Human Environmental Sciences. She served as President of the College of Human Environmental Sciences and was a...
Shelly graduated from The University of Alabama in 2006 where she received her Bachelor of Science degree in Restaurant and Hospitality Management. After graduation, Shelly worked in Operations and as a Client Service Associate at...
Courtney graduated Summa Cum Laude from Mississippi College in 2011 with a Bachelor of Art degree in Psychology and a minor in English Literature. There she organized campus-wide events for children with disabilities and tutored...