Our 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...

Mike is a 1986 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...

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,...

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...

Shearon retired from Alabama Power Company in 2017 after 26 years of years growing her experience and knowledge to become a Distribution System Operator in the last 6 years of her career with them. Shearon has worked...