As president and CEO of fi-Plan Partners, Greg advises organizations, families and individuals who wish to enhance and preserve their wealth. If you are around Greg for just a few minutes, you will quickly learn that he loves to ask questions and create dialogue. These two things are a driving force in Your Financial House®, a nationally acclaimed management tool he created which gives clients an insightful and enjoyable experience of bringing all aspects of their financial life under one roof. Referred to as "the Builder," Greg oversees the building of Your Financial House® just like the builder who built your home.
Greg has more than 30 years of experience in the financial investment industry. He's a member of the Investment Management Consultants Association (IMCA) and is a Certified Investment Management Analyst (CIMA). In 2002 he was chosen as one of five financial advisors for Research Magazine's Advisor Hall of Fame. His personal success recently led the National Federation of Independent Business (NFIB) to choose him as the 2009 Small Business Champion for the state of Alabama and chose him out of 14 southern states as the South Region Small Business Champion. Greg is also the Chairman of the NFIB Alabama Board of Directors and sits on the board of the Business Council of Alabama and as a Trustee for the Birmingham Business Alliance. In 2011, Greg was appointed by Alabama Governor Robert Bentley to serve on the Alabama Commission on Improving State Government.
If you think your life is busy, you need to take a look at all the different ways Greg is involved in giving back to the community through supporting and leading numerous charities and nonprofit organizations (click here to see all of Greg's involvement).
When Greg is not in the depths of the financial industry or leading a nonprofit organization to new heights, he spends most of his time with his wife, Peggy, and three daughters supporting them in their various activities. A seeker of knowledge and a researcher of learning, Greg somehow manages to consistently carve out time in his busy schedule to read books of all kinds, from early American history to various business books. He also has a deep passion for all kinds of sports throughout all the athletic seasons.
Quint commands the title “Architect,” as he builds custom Financial Blueprints for you, your family, and your business. He works closely with Greg Powell, the “Builder,” overseeing the Your Financial House® process.
Being a true people person, you will enjoy the relaxing way Quint talks with you in order to understand your current state of affairs and personal vision for your future. This knowledge gives him keen insight and understanding about you so he can make sound recommendations as you build Your Financial House®. "The numbers give me only a part of your story," he explains. "Getting to know you 'the person' gives me the rest." This insight makes him the ideal point person for you when it's time to coordinate with the other professionals who are important to your financial life, such as your CPA or estate attorney.
Receiving his degree in Business Management from Jacksonville State University, Quint currently holds the Series 24 (General Securities Principal), Series 7 (General Securities), Series 63 (Alabama Blue Sky), Series 31 (Managed Futures), and the Series 65 registration through LPL Financial. He is licensed to provide you with life insurance, disability insurance, long-term care insurance, and variable annuities.
Quint is a former member of the Board of Directors for Camp Smile-A-Mile, on the Board of Directors of the Birmingham Collaborative Alliance, and is the Chairman of the University of Alabama Birmingham Professional Advisor Council Executive Board.
With a true passion for the outdoors, Quint is active in the local community and serves on an advisory panel for the Alabama Department of Conservation and Natural Resources. He is a nationally certified Range Officer, a safety instructor with the National Muzzle Loading Rifle Association, and a Hunter Education Instructor for the Alabama Department of Conservation.
Ashley has an extensive background in banking, commercial real estate and financial analysis. He is constantly working on how we can improve the quality of our services and strategies for our clients. Ashley works with both President/CEO, Greg Powell, and Executive Vice-President, Quint Cook, in developing professional relationships that will benefit our clients as well as upholding our commitment of constant client communication.
“I’m a people person and enjoy finding common interests with everyone I meet. My greatest joy is when I am able to connect a person to other people I know and it enhances their quality of life.”
He is a native of Baldwin County and a long time Homewood resident. He and his wife of many years, Whitney, have one daughter, Caroline. An Eagle Scout and avid sports fan, he particularly enjoys any activity that takes him outdoors. The Pages are heavily involved in their church, St. Stephens Episcopal, where Ashley has served as a past member of the Vestry, Diocesan Delegate and as an Adult Sunday School teacher. Outside of his home and church, Ashley has served for a number of years on the Norton Board of Advisors for Birmingham-Southern College, as well as an executive evaluator for the college’s senior level business students. Finally, he has served for many years in various leadership roles and volunteer capacities for the state high school basketball tournament.
Ashley thoroughly enjoys bringing his widely diverse background to bear for the benefit of fi-Plan clients, their businesses and their families.
Contact Ashley: Email him here or call (205) 989-3498
Franklin Bradford works with Greg Powell and Ashley Page as a critical part of the Portfolio Management Team. He develops portfolio strategies and meets with clients in person as well as on the phone to discuss positions and changes in their portfolio. He is very passionate about his job and he enjoys the interaction that he has with clients. Franklin likes to emphasize, "What I have enjoyed most about being in this business since 1998, is getting to know clients on a personal as well as a financial level." This is evident in the fact that Franklin is a "sore loser" as he is passionate about winning for our clients.
With his extensive background in the financial industry, Franklin is highly experienced working with high net worth individuals, corporations, educational institutions, and foundations in the management of their investment portfolios. Franklin has worked on portfolio management teams throughout his career that have managed money ranging from $100 million to $1.2 billion in combined total assets.
Franklin is an Eagle Scout and attended the University of Alabama graduating with a BS in Commerce and Business Administration. He has earned the right to use the Chartered Market Technician designation and is a Level II Candidate in the Chartered Financial Analyst Program.
Franklin lives in Birmingham with his wife, Stacey and four sons. He enjoys the outdoors, especially if it involves playing golf, hiking and running.
Contact Franklin: Email here or call (205) 989-3498.
Bobby Norman joined the fi-Plan Partners’ Portfolio Strategies Team to work with Greg Powell, Franklin Bradford and Ashley Page. Bobby received his undergraduate degree in Finance from Auburn University and has earned the Certified Financial Planner designation (CFP®).
Bobby joined fi-Plan Partners after working in Atlanta, GA for a large wealth management firm. Throughout his career, Bobby has taken great satisfaction in helping his clients meet their financial goals. With his extensive background in banking, wealth management, and financial planning, he brings a unique touch to the fi-Plan team and clients.
While at Auburn University, Bobby served as President of a student organization and was very active in several other university programs. In Atlanta, he was active in the community serving as a youth baseball coach and member of numerous business organizations.
Outside of the office, Bobby is an avid outdoorsman. He enjoys fishing, hunting, playing tennis, and trying his best to break 100 on the golf course. Bobby also enjoys music, cooking, and watching SEC Football. He resides in Homewood with his wife, Casey.
Contact Bobby: Email him here or call (205) 989-3498.
Trey Booth is a member of the Portfolio Strategy team, working with President and CEO Greg Powell, CIMA, on developing strategies and portfolio positions designed to grow your wealth. With seven years in the industry, Trey has always been passionate about investing and researching the ever changing landscape of the capital markets.
Trey received his undergraduate degree in finance from The University of Alabama and is also a holder of the right to use the CFA® designation (Chartered Financial Analyst ®). Offered through the CFA® Institute, the CFA® designation is globally recognized and attests to the charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Both Trey and his wife, Bess, are Birmingham natives. They both enjoy travel and sports, especially when family and friends are involved. The couple has even taken an RV to a pair of Alabama road games.
Contact Trey Booth: Email him here or call him at (205) 989-3498.
Jon Roberts joined the fi-Plan Partners team to work with Executive Vice President, Quint Cook on financial planning. He received his undergraduate degree in Civil Engineering from The University of Alabama and his Masters in Business Administration with a concentration in Financial Risk.
These two degrees, along with an incredible ability to listen, gives Jon the strong capabilities to understand how a client envisions their life and financial goals as he walks clients through the financial planning process.
Jon is one of the few people we know who not only understands financial derivatives, but he can explain it in terms that people can understand. The combination of engineering and business give Jon the incredible gift to not only communicate with our clients, but also help them understand the value of planning for their future.
Jon Roberts is originally from Gilbertown, Alabama. It is there in his hometown that he developed a passion for the outdoors. He is an avid hunter and fisherman.
Contact Jon: Email him here or call (205) 989-3498.
As our Branch Operations Manager of fi-Plan Partners, Keri’s main goal is to ensure our clients receive our “five star service” on all levels.
She states, “I want our clients to have the peace of mind that all aspects of their financial relationship with fi-Plan Partners will be handled quickly, correctly and with the highest standards.”
With Keri’s financial brokerage industry experience, including marketing, compliance, and operations, she is a vital part of the fi-Plan Partners team. Working with the wealth management and financial planning teams, Keri coordinates account documentation, investment proposals, and incoming investment accounts. She also ensures that our registered representatives maintain all continuing education requirements and insurance licensing.
Keri graduated from The University of Alabama at Birmingham with a Bachelor of Arts in Communication Studies with a concentration in Communication Management and a minor in Sociology. While at UAB, she was a member of, and served as Publicity Officer for The University of Alabama at Birmingham chapter of Public Relations Council of Alabama (PRCA). Keri was also a member of the Public Relations Student Society of America (PRSSA).
Outside of the office, Keri enjoys music, traveling, and attending sporting events. She is also a runner and has completed the Mercedes Half-Marathon. In addition, she is a skilled photographer specializing in weddings, though her favorite subjects are her 3 nephews. While at home, she enjoys spending time with her cats Sebastian (a Ragdoll) and Isabelle (a Himalayan).
Contact Keri: Email her here or call (205) 989-3498.
Chris loves to talk to people. This probably explains why before coming to work at fi-Plan Partners he owned Big Mountain Coffee Co. "Great conversations happen over coffee," read the sign he use to have displayed in his coffee house.
Believing that clients' anxieties are reduced when they gain knowledge, Chris works closely with Greg in effectively communicating in many different ways with our clients and the community. He has used his creative talents to design this website, as well as the Your Financial House© site, produce the music and information you hear when you are placed on hold at our office, and by developing our exclusive coffee, Financial House Blend.
Chris spends most of his free time with his his wife Amanda and two sons, riding bikes, hiking, building forts with chairs and blankets, and doing just about anything outdoors. He is an enthusiastic cyclist and has ridden across the Mohave Desert (starting in Los Angeles, CA and ending in Albuquerque, NM), and across the state of North Carolina. Whenever he finds himself sitting down with some free time, he enjoys playing his Taylor acoustic guitar.
Contact Chris: Email here or call (205) 989-4047.
Renee Frank is someone who is very organized and focused on making sure all our internal systems are efficient and coordinated. This enables our entire team to execute information, strategies, and communication in a consistent and timely manner throughout the office as well as with our clients.
In these fast paced markets, we need a team member who can step back and see the systems we need to implement in order for our work to flow between the financial blueprints, the portfolios, and operations.
Renee definitely knows how to handle organization in a fast environment. She is a graduate of Auburn University in Montgomery with a degree in Business Administration. She has 13 years in retail management and nine years in early childhood development. She lives in Hoover, Alabama with her husband Joe and their three children Kayla, Brandon, and Alex.
Contact Renee: Email her here or call (205) 989-3498.
As Marketing Research Strategist, Amanda is able to utilize her analytical and creative abilities to research communications and marketing strategies that are meaningful to our clients. Unlike most people who like to look at data and numbers, Amanda also really enjoys meeting new people and learning their story. For this reason, Amanda is right at home taking charge of our events. Amanda is committed to making sure that we are hearing the voice of our clients and responding to their feedback.
Amanda earned her undergraduate degree in Psychology from Auburn University on a full academic scholarship. She went on to earn a Master’s of Science degree in Marketing from the University of Alabama. In addition to a solid background in research methods and analytics, Amanda also brings her passion for organization and planning to the orchestration and execution of events.
Amanda enjoys the performing arts, particularly dance and theatre. She and her husband Andy have also completed several film projects together and like hosting themed parties for friends and family. A lifelong Disney fan, she is always planning her next Walt Disney World vacation, something she also enjoys doing for others.
Amanda loves a great conversation and welcomes your feedback on your fi-Plan experience. You can contact her below to tell her your story.
Contact Amanda: Email her here or call (205) 989-3498.