Archive

Lindsay Wedell

Lindsay Wedell

Lindsay joined BCR as the Office Manager and Executive Assistant to Marshall Rathmell. Lindsay is originally from Lexington, Massachusetts, but has lived all over the...
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Harold Sasnowitz

Harold Sasnowitz

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...
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Spencer Lawson

Spencer Lawson

Spencer joined the team at BCR as a financial analyst. He was born and raised here in Birmingham, AL and has been involved within the...
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Tim Jones

Tim Jones

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...
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Michele Fasanello

Michele Fasanello

Michele joined the BCR Wealth team as an Operations Specialist. Michele is originally from Massachusetts but was raised in Fairhope, Alabama for most of her...
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Jake Drum

Jake Drum

Jake joined the BCR team as a financial planner. He grew up in the Birmingham area, and graduated from Auburn University in 2012. While at...
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Sandra Cleveland

Sandra Cleveland

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...
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Jadie Burney

Jadie Burney

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...
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Lindsay Birchfield

Lindsay Birchfield

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....
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Marshall Rathmell

Marshall Rathmell

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...
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