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. 

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. 

Email: tjones@bcrwealth.com

Tim joined the BCR team as an Associate Advisor. 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.

Brynne joined the team at BCR Wealth as an Associate Advisor. She graduated from the University of Alabama with an Accelerated Master’s Degree in Family Financial Planning and Counseling and a Bachelor’s degree in Consumer Affairs. Prior to joining BCR, Brynne gained some experience as a Wealth Management intern at Morgan Stanley. She is looking forward to establishing trusting and long-lasting relationships and believes this to be essential to the financial planning process.

Brynne was born and raised in Garnet Valley, PA (a suburb just 20 minutes outside of Philadelphia). Growing up her summers were spent in Wildwood Crest, NJ. She’s ready for her new adventure in Birmingham. While not studying or working, she enjoys cheering on the Crimson Tide, visiting family in the Northeast, exercising at Orangetheory, and listening to financial planning podcasts.

Email: mfasanello@bcrwealth.com

Michele joined the BCR Wealth as 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.

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.

Brett joined as an office assistant. He is a senior at Mountain Brook High School and plans on going to the University of Alabama to pursue a degree in business. He is an Eagle Scout and is a part of the COOP program at Mountain Brook High School allowing him to work during school hours.

Brett has lived in Mountain Brook his whole life. He enjoys playing lacrosse, hanging out with his friends on the weekends, and spending time with his family.