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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 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 is a mental health counselor, married to Andrew, has 4 boys, Gabe, Mark, Noah and Luke and lives in Louisiana. Adrienne is a CPA and mom to 3 boys, Elliott, Oliver and John Hardy and lives 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 including Alabama Women in Business and The Women’s Network. She supports the Vestavia Hills community as Co-Chair of the Vestavia Hills Chamber of Commerce for 2021 and an alumna of Leadership Vestavia Hills. She is the chair of the Mountaintop Community Church Board of Directors. She spends her free time pursuing physical fitness, reading, organizing game nights and spending time with family and friends.
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 2017. 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 100 members. The community of women Integrators has expanded to include monthly Learning Workshops, an Annual FIM Summit, Study Groups and more. 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 2018 and has been a financial advisor since 2013. He loves helping clients define and achieve their goals in life. He realizes that positively impacting a client’s behavior and decision making on a regular basis leads to great results in the future.
He also understands the significant value that personalized financial planning can bring to a family. Everyone deserves access to fiduciary financial advice, and he wakes up every day with the goal of advancing that philosophy.
The world of investing is a vast and sometimes confusing place. Allocating your resources wisely and inexpensively can be a challenge and he takes pride in bringing the best opportunities to clients.
Mark serves on the Children’s of Alabama Committee for the Future. The hospital and its team mean a lot to his family. Helping provide resources that benefit kids unfortunate enough to need the hospital early in life is very satisfying work for him.
He was also recently appointed to a four-year term as board member of Irondale’s Commercial Development Authority and is excited to have a positive impact on the economy of his hometown.
Mark has lived in Birmingham since 2006. He married his wife, Edan, in 2010. They have a son who was born in 2013 and a rescue dog named Sparrow that probably has some English Shepherd and/or Scotch Collie in him. His herding instincts keep everyone heading in the right direction. They enjoy bike rides in Birmingham area parks and trails, regular trips to the Blue Ridge mountains, and a fire on the patio every time the weather permits.
Bio
Tim Jones
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Tim Jones
Email: tjones@bcrwealth.com
Tim joined the BCR team as an Associate Advisor in April 2021. He is originally from Brandon, Mississippi and is new to the Birmingham area. Tim graduated from the University of Mississippi with a bachelor’s degree in Business Management. Since 2011 he has been passionate about helping clients confidently pursue life goals and worry less about their finances. He understands the importance of putting together a plan and helping clients stay on track.
Tim married his wife, Rebecca, in June 2019. In July 2020 they celebrated the birth of their son and are looking forward to all the milestones to come. They enjoy cooking, socializing with friends, and spending time outdoors with their dogs, Rufio and Tinkerbell.
Bio
Graham Godfrey
CFP®
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Graham Godfrey
Graham joined BCR in August of 2020 as an associate advisor. He is originally from Houston, Texas and followed his family to Birmingham while attending Vanderbilt University. He transferred to the College of Charleston where he was drafted by the Toronto Blue Jays as a pitcher and made his Major League debut in 2011 while with the Oakland Athletics.
After playing for nine years, he retired from baseball and graduated from the University of Alabama-Birmingham with a Bachelor’s in accounting. He realized his passion of helping others with their financial needs during a summer internship at a local investment advisory firm. There, he saw the impact financial planning can have on a family or individual and knew he wanted to be a part of their success. Graham is dedicated to helping others by identifying their individual needs and guiding them to achieve their goals.
Most evenings you can find Graham helping aspiring baseball players by coaching and sharing his knowledge of the sport. Aside from coaching, he finds balance outside of work by working out, hiking and listening to live music.
Bio
Lindsay Birchfield
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Lindsay Birchfield
Email: lbirchfield@bcrwealth.com
Lindsay joined the BCR Wealth team in May 2019. She is our Senior Operations Specialist. 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
Michele Fasanello
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Michele Fasanello
Email: mfasanello@bcrwealth.com
Michele joined the BCR Wealth Team in March 2021. She is a part of the Operations team.
Michele is originally from Massachusetts but was raised in Fairhope, Alabama for most of her life. After graduating from Auburn University in 2019 with a bachelor’s degree in Finance, Michele moved to Birmingham, Alabama.
Outside of work, Michele enjoys cooking for friends and family, sewing, and thrift shopping. Michele also enjoys hiking, but only when the weather is just right.
Bio
Callie Bonds
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Callie Bonds
Email: cbonds@bcrwealth.com
Callie Bonds joined BCR Wealth in 2020 as the Office Manager. She values the ability to assist in setting our team and clients up for success through her years of customer service, office support, and organizational skills.
Callie is originally from Irmo, South Carolina, but mostly grew up in Hoover, Alabama where she met her husband, Dillon, in middle school. Callie and Dillon have two wonderful rescues: a Staffordshire Terrier mix, Hazel, and a mystery breed, Luna. During their spare time, they like to spend time with family, watch TV, and play Dungeons and Dragons and video games with friends
Bio
Madi Krummen
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Madi Krummen
Madi started working at BCR as an intern for the summer of 2021. She is a student at the University of Alabama studying Family Financial Planning and Counseling. After graduation, she hopes to successfully complete the CFP exam and work as a Financial Planner. She looks forward to learning from the advisors in the office and getting to know more of what it is like to be an Financial Planner.
Madi grew up in Cincinnati, Ohio but intends on staying in the south upon graduation. She has a brother in Georgia and a sister in Tennessee and wants to be near her siblings.
Outside of work and school, Madi spends her time running, spending time with friends and family, cooking, hiking, and of course attending Alabama football games.
Bio
Natalie Laggy-Coyle
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Natalie Laggy-Coyle
Natalie started at BCR in May of 2021 as an intern. She currently attends the University of Alabama studying Family Financial Planning and Counseling and plans to graduate in May of 2022 with both her bachelor’s and master’s degrees.
Natalie grew up in Helena, Alabama her whole life and loves the Birmingham area, almost as much as she loves Tuscaloosa. Natalie enjoys spending her free time hiking, binge watching sitcoms, playing board games, and hanging out with her friends and family.
At the University of Alabama, she is an active member and officer in the Financial Planning Association at UA and is a part of a variety of honor societies and clubs. During her time at BCR Wealth Strategies, she hopes to learn more about client relationship and see the financial planning world first-hand.
Bio
Claire Kunz
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Claire Kunz
Claire Kunz joined BCR Wealth in 2021 as Kristie’s Executive Assistant. She is passionate about organization, connecting with others, and continuous learning.
Claire is originally from the San Francisco Bay Area, and has lived in Rexburg, Idaho and Durham, North Carolina since then
Claire and her husband, Connor, are college sweethearts and enjoy spending time with their cat, Sybil. Outside of work, Claire enjoys creating things like quilts and pottery.
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