Our People

Our Financial Services Professionals are here to help you build a brighter and more secure financial future for yourself and your family.

Learn about out leadership team and career opportunities.

Our Financial Services Professionals can be found throughout the Southeast:


Birmingham, AL

Lisa Agee

Lauren Barrus

Harry Bayer

Floyd Bischoff

Brandon Bivins

Coy Collinsworth

Scott Eaton

Eric Fillebaum

Ashley Fuqua

Herman Hall

Brian Held

Laura Hinton

Ashley Howard

Phillip Inman

John Jordan

Justin Ladden

Michael LaHurd

Joshua Lourie

David Lyon

Brett MacDonald 

Monte Marshall

J.D. Miller

Mike Miller

George Nolen

Ron Opolka

Joe Perez 

Reginald Rainey

Emeel Salem

Manuell Smith IV

Pam Stone

Steven Stone

Greg Swindall

 

Huntsville, AL

Ray Morring
200 West Court Square
Suite 201
Huntsville, AL 35801
Insurance: VA TX SD AL DC MD MS NC OH

Mobile, AL

Richard Otts
709 Azalea Road
Mobile, AL 36609
Insurance: AL

Panama City, FL

D. Mitch Mitchell
Suite 4
213 Harrison Ave
Panama City, FL 32401
Insurance: FL
Securities: FL

Flowery Branch, GA

G. Jerry Merges
5641 Newberry Point Dr
Flowery Branch, GA 30542
Securities: CT FL GA NY OH VA
Insurance: FL GA OH