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 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.

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.

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.

Email: emorrison@bcrwealth.com

Erin joined the BCR Team in October 2019 as a virtual executive assistant to Marshall Rathmell. Prior to joining BCR, Erin’s background was in administrative support in secondary education at a private school in Atlanta, Georgia. Having a help first mentality and creating breathing room for busy executives are two of the characteristics that she values and works to implement each day.

Originally from Montgomery, Alabama, she and her husband, Brian, married in 2007 and moved to the Atlanta area in 2013. They have two boys and two rescue dogs. As a family, they enjoy spending time outdoors hiking, biking, and making memories.