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Our Team
Marshall Rathmell
CFP®, CPA/PFS
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Marshall Rathmell
Email: mrathmell@bcrwealth.com
Marshall’s time is split at BCR Wealth allowing him to continue his enjoyment of working with the financial puzzles clients bring to the table while managing the firm and mentoring associates who will one day take care of our clients themselves.
Marshall was born and raised in Birmingham. At least six generations of his family have called Birmingham home, as well. He is fortunate to have a large number of family members living within a short distance of his home.
Marshall and his wife, Susan, met while at the University of Alabama and married in 2007. Susan is a clinical psychologist at the Birmingham Veterans Affairs Medical Center. They have two young children. Their son, John Marshall, was born in 2008 and their daughter, Amelia, was born in 2011. Both children attend Brookwood Forest Elementary School and have a myriad of after-school sports and activities.
Marshall is committed to community service and serves in leadership positions in several of Alabama’s non-profit organizations. His community service has lead him to being in the Leadership Birmingham class of 2018 and having been named 2015 Top 40 Under 40 by the Birmingham Business Journal.
Bio
Sandra Cleveland
CFP®, CCPS
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Sandra Cleveland
Email: scleveland@bcrwealth.com
Sandra is a partner and wealth manager at BCR. She values the relationships she builds with clients to know and understand not just their financial goals but their life goals. She feels moving towards their goals is even better when they have peace of mind for today and about the future.
Sandra’s focus is on clients who are getting serious about preparing for their financial independence – whether that is a career shift, a life transition or a more traditional retirement. She is particularly interested in helping women explore their next steps by defining the life they desire, creating the financial plans that support their goals and helping them stay on track.
Sandra and her husband, Mastin, have two adult daughters, Ashley, a mental health counselor in north Alabama and Adrienne, a mom of two boys, Elliott and Oliver, who live in San Antonio with her husband, Caleb.
Sandra serves in leadership roles in civic organizations that support women in business and the community in the greater Birmingham area. She supports the Vestavia Hills community through political, civic and philanthropic service in non-profit organizations. She spends her free time pursuing physical fitness, reading, organizing game nights and spending time with family and friends. She is a member of the Board of Directors of several local organizations including the Vestavia Hills Chamber of Commerce, Mountaintop Community Church, Alabama Women in Business and The Women’s Network.
Bio
Harold Sasnowitz
CFP®, MBA
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Harold Sasnowitz
Email: hsasnowitz@bcrwealth.com
Harold manages the New Jersey office of BCR Wealth. Harold’s focus is preparing professionals for and prospering during, their retirement years. He likes the idea of sharing the reality of investment strategies and outcomes. Harold’s expertise is avoiding the mistakes people make in investment decisions.
Harold was born and raised in Brooklyn, New York, when the Dodgers played at Ebbetts Field, and long for their return to Brooklyn.
Harold and his wife, Meryl, met during their high school years. Meryl is a retired teacher. They have three married daughters and 18 grandchildren. Harold refers to the grandchildren collectively as their Return on Investment, and individually as their dividends. Harold has been learning saxophone since 2011, and recently purchased a tenor saxophone. He especially likes playing and listening to jazz. Harold attends a jazz camp each summer.
Bio
Kristie Clayton
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Kristie Clayton
Phone: 205-298-1234
Email: kclayton@bcrwealth.com
Kristie Clayton is the Integrator and Chief Compliance Officer for BCR Wealth. A few of her many responsibilities include Human Resources and leading the Operations team. She has a desire to develop exceptional employees who are focused on continuous growth. She believes in BCR’s passion to help people succeed®, which extends to clients, staff and those around her.
Kristie founded a community for women Integrators who run their companies on the Entrepreneurial Operating System (EOS®) in 2016. The group began with five women who communicated in a group chat who aspired to grow personally and professionally while propelling their companies forward. Female Integrator Mastermind (FIM) has developed into an international peer to peer mentoring platform with over 75 members. The community of women Integrators continues to communicate via a group chat, but has expanded to include monthly Learning Workshops and an Annual FIM Summit. To learn more, visit FIM’s website.
Kristie was born and raised in Oklahoma. She relocated to Alabama in 2010 where she resides with her husband, dogs (three Chihuahuas – Hercules, Trae and Sissy and a Dutch Shepherd/Mountain Cur mix – Isabelle Rose) and a veiled chameleon (Mushu). In addition, Kristie is a sports fanatic and specifically enjoys Oklahoma Sooners, Oklahoma City Thunder and Atlanta Braves.
Bio
Mark Hume
CFP®
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Mark Hume
Email: mhume@bcrwealth.com
Mark joined BCR in August 2018. He is excited to join this team as they share a common alignment of philosophies and values in the world of financial planning. Building long-term relationships and imparting a positive influence on a family’s financial habits and strategies creates tremendous career satisfaction for Mark.
Mark has lived in Birmingham since 2006 and married his wife Edan in 2010. Edan is a CPA and the Corporate Tax Director for Iberia Bank. They have a son named Shepherd who was born in 2013. He is absolutely their greatest joy. They also rescued a small collie mix recently and named him Sparrow. He has been a wonderful addition to their family.
Mark, Edan, and Shepherd enjoy being outdoors whenever possible, especially if it includes a trip to the Blue Ridge Mountains where they often escape to relax. They love traveling to different places creating lifelong memories from interesting and beautiful experiences. Once the temperatures cool off just a bit you can find them enjoying time with friends and family on their back patio around a fire.
Bio
Clay Wood
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Clay Wood
Email: cwood@bcrwealth.com
Clay became a part of the BCR family in March of 2017 as an Associate Advisor. He is originally from Crossville, Alabama. Clay attended the University of Alabama; there, he received a Bachelor’s in Consumer Sciences with a concentration in family financial planning and counseling.
Clay has a passion for helping people achieve their individual goals.
Clay and his wife, Lauren, met at The University of Alabama and started dating shortly after Clay graduated. Clay and Lauren love both of their pets; Stevie Nicks their dog and Arya their cat.
Clay enjoys staying active, cooking, The University of Alabama sports, the Atlanta Braves, traveling, and spending time with his family.
Bio
Leighton Lindstrom
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Leighton Lindstrom
Email: llindstrom@bcrwealth.com
Leighton joined the BCR Wealth team in December 2017 as an Associate Advisor. Originally from Huntsville, AL, Leighton attended Auburn University where she received her bachelor’s degree in public relations.
After moving to Birmingham and gaining five years of experience in marketing, Leighton decided to pursue her passion for helping families and individuals achieve their life goals through wise financial decisions. Leighton believes in continual personal growth and development, and she is committed to helping others reach their full potential.
Leighton enjoys being outdoors, exercising, reading, Netflix, dogs, and spending time with friends, family and her fiancé Cody.
Bio
Lindsay Birchfield
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Lindsay Birchfield
Email: lbirchfield@bcrwealth.com
Lindsay joined the BCR Wealth team as the Advisor Assistant in May 2019. Originally from Huntsville, AL, Lindsay attended Samford University where she received her bachelor’s degree in Finance.
Prior to joining BCR, Lindsay lived in Charlotte, NC where she gained two years of experience at a Broker/Dealer firm. Lindsay highly values relationships with others and is devoted to our clients’ success.
Outside of work, Lindsay enjoys spending time with friends and family, listening to podcasts, and yoga.
Bio
Max Bauder
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Max Bauder
Email: mbauder@bcrwealth.com
Max assumed his position with BCR Wealth in May of 2019 following his graduation from Rhodes College in Memphis, TN. His position as our Portfolio Assistant will allow BCR to provide new and exciting options for our clients to receive updates and information regarding their portfolios and financial health. Max’s education at Rhodes in financial studies provided him interesting and worthwhile insights to help our clients succeed and to reach their goals.
Max’s previous work includes assisting fund managers in Birmingham evaluate public equites with a focus on value investing and assisting in estate and financial planning for families in the Memphis area.
His love for soccer is also clear starting from his own playing days at Hoover Soccer Club and Hoover High School to now where he is still involved with his brother’s team at BUSA. Max enjoys old movies, exploring the city, the beach, and has a passion for politics.
Bio
Hannah George
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Hannah George
Email: intern@bcrwealth.com
Hannah George is an upcoming senior at the University of Alabama studying Accounting. She is originally from Birmingham, AL, and is excited to spend the summer at home learning more about the world of personal finances. Hannah is passionate about people, and hopes to help BCR strengthen client relations this summer. In her free time, she enjoys Alabama football, running and barre classes, all things Disney World, walking her dog Zoe, and shopping at Trader Joe’s.
Bio
David Williams
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David Williams
Email: intern@bcrwealth.com
David Williams is originally from Pensacola, FL but moved around as a child in a military family. He spent his early childhood in Oahu Hawaii, Nashville Tennessee, and then relocated to Elberta, Alabama where he has lived for the past 14 years.
David is a senior at Auburn University pursuing a Bachelor’s degree in Finance. A career in financial and investment management and planning is his ultimate goal. He enjoys the ever-changing environment and various challenges the world of Finance presents. He is excited to spend the summer in Birmingham learning about managing client relationships and financial planning.
In his spare time, David enjoys hunting, fishing, cooking, and spending time with his dog, Huck.
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