Experience That inspires confidence

Nicklus H. Caplenor

Senior Vice President - Wealth Management
Financial Advisor

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Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, WI

John Coleman, CFP®

Vice President - Wealth Management
Branch Manager
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
678-518-3621

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Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, WY

Daniel Johnson Dean, CFP®

Associate Director
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
205-414-1514

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  • B.A. from Huntingdon College
  • CERTIFIED FINANCIAL PLANNER TM  practitioner
  • Business Focus:
    • Retirement Income Planning
    • PMP Portfolio Associate
    • Small Business Retirement Plans
  • Member of the Cathedral Church of the Advent
  • Junior Board Member of Mitchell's Place


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, PR, SC, TN, TX, VA, VT

Christopher A. Dubberly, CPM®

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Portfolio Manager (CPM®)
334-260-3906

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  • B.S. from the University of Alabama
  • M.S. from the Unviersity of Alabama at Birmingham
  • Certified Portfolio Manager - Columbia University CPM® Program
  • Business Focus:
    • Discretionary custom portfolio management
    • Risk management portfolio strategies for retirees
    • Stock option strategies
  • Montgomery Rotary Club
  • Jackson Hospital Foundation Board Member


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, PR, SC, TN, TX, VA, VT

Leah S. Dubberly, CFP®, CDFA™

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
334-260-3907

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  • B.A. from Samford University
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Divorce Financial Analyst
  • Business Focus:
    • Fee based financial planning for high-net worth families
    • Small business solutions
    • Risk management strategies with insurance
  • Executive Committee of the Auburn University Women's Philanthropy Board
  • Past Vestry Member of Christchurch Anglican Communion 


Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, PR, SC, TN, TX, VA, VT

Lee Friedman, CFP®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
678-518-3635

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Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI

Kevin N. Haynes, CFP®, CRPS®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)
Visit my personal page
334-260-3873

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  • B.S. in Finance from Auburn University
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Senior Portfolio Manager
  • Business Focus
    • Institutional investing
    • Financial planning for high net-worth families
    • Retirement income planning for those approaching and living in retirement
  • Habitat for Humanity Montgomery Board Member
  • Estate Planning Council of Montgomery Board Member
  • First United Methodist Church of Montgomery Past Board Member


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, PA, PR, SC, TN, TX, VA, VT

Kevin Townsend King, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
Senior Portfolio Manager
Visit my personal page
423-757-7617

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Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WV

Peter Stephen Knoop II

Senior Vice President - Wealth Management
Financial Advisor

email




Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, PA, PR, SC, TN, TX, VA, WI

David A. Saltzman, CFP®, CIMA®, CRPC®

Senior Vice President - Wealth Management
Financial Advisor
Certified Investment Management Analyst (CIMA®)
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
678-518-3629

email   Connect with me on LinkedIn




Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI

Leonard M. "Lenny" Starr, CIMA®

Senior Vice President - Wealth Management
Financial Advisor
Wealth Advisor
Chartered Retirement Plans Specialist (CRPS®)
Corporate Stock Benefit Consultant
404-760-3312

email



  • B. A. from Eastern Kentucky University
  • MBA in Finance from Vanderbilt University, Owen Graduate School of Management
  • Certified Investment Management Analyst (CIMA®)
  • Certified Retirement Plan Specialist (CRPS®)
  • Corporate Stock Benefit Consultant
  • Business Focus:
    • Retirement Planning Consulting
    • Corporate Equity Award Plans
    • Financial and Retirement Planning
  • Past Board Member of The Atlanta Academy


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY