Professional Asset Strategies Announces New Partners and New Name
The team at Professional Asset Strategies, LLC has exciting news. To signify the contributions of Sandra Cleveland and Marshall Rathmell, they will be joining Norman Berk as principals of the firm, effective September 30, 2011.
One of the largest financial services and wealth management firms in Alabama, Professional Asset Strategies, LLC was founded by local CPA, attorney and financial advisor Norman Berk in 1996. Prior to forming Professional Asset Strategies, Berk was a partner at Berk Patterson and a CPA with a "Big Eight" accounting firm.
To reflect the addition of Sandra and Marshall as owners, the firm is changing its name from Professional Asset Strategies, LLC to Berk Cleveland Rathmell Wealth Strategies, LLC (BCR Wealth). Norman Berk will continue in his role at the firm.
All three principals are based in Birmingham. Harold Sasnowitz manages the firm's Binghamton, New York office.
Sandra Cleveland obtained the first Certified College Planning Specialist designation in the state of Alabama. She also holds the CERTIFIED FINANCIAL PLANNERTM designation. A resident of Vestavia Hills, Sandra earned her undergraduate degree from the University of Alabama in Birmingham and her Masters of Public and Private Management degree from Birmingham-Southern College.
Birmingham native Marshall Rathmell joined Professional Asset Strategies in February of 2009. Previously, Marshall served as the accounting policy manager at Compass Bank and as an auditor at Deloitte. He received both his Bachelor of Accounting and Master of Accounting degrees from the University of Alabama and maintains his Certified Public Accountant license and is a Personal Financial Specialist. Marshall is a resident of Mountain Brook.
"We are changing our name to Berk Cleveland Rathmell Wealth Strategies, LLC," said Norman. "We believe this change will enhance the ability of all of our financial professionals to better serve clients in reaching their personal goals. We will continue to maintain the same highly personalized, one-on-one level of care that our clients have come to expect."
Berk Cleveland Rathmell Wealth Strategies' Birmingham office will remain at Colonial Center - Blue Lake in the Colonnade area of Birmingham. Our phone numbers and fax numbers also will remain the same.
Keep an eye out for more information to follow on the new Berk Cleveland Rathmell Wealth Strategies.
Norman Berk, Sandra Cleveland, Marshall Rathmell and Harold Sasnowitz