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. 

Marshall Rathmell
Financial Planner, CEO, Shareholder

Marshall Rathmell

CFP®, CPA/PFS
Lindsay Birchfield
Investment Analyst, Vice President

Lindsay Birchfield

AIF®
Sandra Cleveland
Shareholder

Sandra Cleveland

CFP®, CCPS
Jadie Burney
Financial Analyst

Jadie Burney

CFP®
Tim Jones
Financial Planner, Vice President

Tim Jones

CFP®
Harold Sasnowitz
Vice President

Harold Sasnowitz

CFP®, MBA
Spencer Lawson
Financial Analyst

Spencer Lawson

Financial Analyst

Hansen McCown

Lindsay Wedell
Office Manager and Executive Assistant

Lindsay Wedell

Executive Assistant

Erin Shilling

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.