Our Team
William A. B. Dowell
Founder & President
205-970-4910
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 Elmore
Senior Vice President, Senior Advisor
205-970-4910
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 Mungenast
Senior Vice President, Senior Advisor
mmungenast@vision-financialgroup.com
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 B. Holland, Jr., RFC®
Vice President, Senior Advisor
205-970-4910
hholland@vision-financialgroup.com
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 Anderson
Advisor
205-970-4910
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...
R. Heath Morris, CFP®
Advisor
205-970-4910
hmorris@vision-financialgroup.com
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...
Ben Greene, CFP®
Vice President, Planning & Wealth Management
205-970-4910
bgreene@vision-financialgroup.com
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 Coker
Director of Goodwill
205-970-4910
mcoker@vision-financialgroup.com
Suzanne Godsey
Director of Client Services
205-970-4910
sgodsey@vision-financialgroup.com
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 Hiatt
Director of Client Services & Special Events
205-970-4910
ldowell@vision-financialgroup.com
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 Floyd
Director of Client Experience
sfloyd@vision-financialgroup.com
Courtney White
Director of Goodwill
mcoker@vision-financialgroup.com