Team Members
- Abby Barnett Steininger
- BROOKE JACKSON, CFP®
- CAROLYN GALFIONE, CPA, CFP®
-
CHERYL SMITH
- CHRIS RUSSELL, CAP®
- COLE WHEELER, CFP®
- CORBIN GRILLO, CFA
- DANIEL THORNTON
-
DEE SIMPER
- Devoda Owens, CFP®
- EDWARD FULLERTON, ChFC, CLU®
- G. WALTER CHRISTOPHERSON, JD, CFP®
- HEIDI DAVIS, CPA/PFS, CFP®
- HERNALDO RIVERA JR.
- IRVING REYNA
-
Jenifer Miller
- JESSICA BANITT, CPA, CFP®
-
JULIA BENSON
- LAUREN RICH, CFP®
- Luke Wuthrich
- MARYJANE M. LeCroy, CFP®
- MELISSA BARKLEY, CFP®
-
MICHELLE O’LEARY
-
Michelle Ramirez
- NEAL WADLEY, CFP®, CIMA®
- NICK BARE, CFP®
- NICK IBANEZ, CFP®
- PHILLIP HAMMAN, CFA, CFP®
- RYAN PATTERSON, CFA, CFP®
- SHERI ROBINSON, CFP®, AEP®, CPA (RETIRED)
-
SHERYL PARKER
-
SUSAN MONTGOMERY
-
TAMARA WAGNER
- TROY TAYLOR, CFP®
- WILLIAM “BILL” KRING, CFP®
MELISSA BARKLEY
CFP®
PRINCIPAL
WEALTH ADVISOR
- Experienced in working with high-net-worth clients, with a focus on financial planning needs
- Prior to becoming a Wealth Advisor, she held the position of Senior Financial Planner at LW
- Previous experience in wealth management with an international bank and leading regional bank
- Graduate cum laude, Tufts University – B.A., Economics
- Graduate magna cum laude, Tufts University – B.A., History
- Member, Financial Planning Association
- Native to Birmingham, Alabama and enjoys spending time with her four children