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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 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
CFP®
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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
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 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
Callie Bonds
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Callie Bonds
Callie Bonds joined BCR Wealth in 2020 as the Office Assistant. 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
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