Marshall Rathmell CFP®, CPA/PFS

Financial Planner
CEO, Shareholder

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.

Kristie Clayton

Integrator
President, Shareholder

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. 

Lindsay Birchfield

Investment Analyst
Vice President

Lindsay joined the BCR Wealth team as our Investment Analyst. 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.

Callie Bonds

Office Manager

Callie Bonds joined BCR Wealth as the Office Manager. 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

Jadie Burney

Financial Analyst

Jadie joined the team at BCR as a Financial Analyst. He is originally from Huntsville, Alabama but has been a member of the Birmingham community since 2017, attending Birmingham-Southern College.

Upon graduation at Birmingham-Southern, Jadie received a bachelor’s degree in Business Administration with a Concentration in Finance. He is excited to solve financial obstacles while being able to build deep-rooted relationships.

When not at work, you can find Jadie behind the grill, spending time outdoors hunting or fishing, and spending time with friends and family.

Sandra Cleveland CFP®, CCPS

Financial Planner
Vice President, Shareholder

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.

Michele Fasanello

Operations Specialist

Michele joined the BCR Wealth as an Operations Specialist.

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.

Tim Jones CFP®

Financial Planner
Vice President

Tim joined the BCR team as an Associate Advisor. 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.

Brynne Kuberski

Financial Analyst

Brynne joined the team at BCR Wealth as a Financial Analyst. She graduated from the University of Alabama with an Accelerated Master’s Degree in Family Financial Planning and Counseling and a Bachelor’s degree in Consumer Affairs. Prior to joining BCR, Brynne gained some experience as a Wealth Management intern at Morgan Stanley. She is looking forward to establishing trusting and long-lasting relationships and believes this to be essential to the financial planning process.

Brynne was born and raised in Garnet Valley, PA (a suburb just 20 minutes outside of Philadelphia). Growing up her summers were spent in Wildwood Crest, NJ. She’s ready for her new adventure in Birmingham. While not studying or working, she enjoys cheering on the Crimson Tide, visiting family in the Northeast, exercising at Orangetheory, and listening to financial planning podcasts.

Harold Sasnowitz CFP®, MBA

Financial Planner

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.

Brett Wadlington

Operations Intern

Brett joined as an office assistant. He is a senior at Mountain Brook High School and plans on going to the University of Alabama to pursue a degree in business. He is an Eagle Scout and is a part of the COOP program at Mountain Brook High School allowing him to work during school hours.

Brett has lived in Mountain Brook his whole life. He enjoys playing lacrosse, hanging out with his friends on the weekends, and spending time with his family.