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.   

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. 

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.