Our Team
"Individual commitment to a group effort—that is what makes a team work, a company work, a society work, a civilization work."
At BCR Wealth Strategies, our approach is always “clients-first.” As fiduciary financial advisors headquartered in Birmingham, AL, with a branch in Clifton, NJ, we pay close attention to the costs and taxes that impact your investments. You benefit from the collective experience and expertise of our seasoned team.
Financial Planner, CEO, Shareholder
Marshall Rathmell
CFP®, CPA/PFS
Shareholder
Sandra Cleveland
CFP®, CCPS
Investment Analyst, Vice President, Shareholder
Lindsay Birchfield
AIF®
Financial Planner, Vice President, Shareholder
Tim Jones
CFP®
Receptionist and Marketing Assistant
Kristopher Coker-Burrell
Financial Analyst
Spencer Lawson
CFP®
Vice President
Harold Sasnowitz
CFP®, MBA
Executive Assistant
Erin Shilling
Operations Associate
Meagan Standridge
Financial Analyst Trainee
Annelise Sutherland
Office Manager and Executive Assistant
Lindsay Wedell
We are passionate about helping you succeed
Success is unique to everyone, which is why our approach to financial planning and investment management is tailored to you.
