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 also serves on the Board of Directors for Camp Smile-A-Mile, as Treasurer 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 and his son, Connor, are active in the local community together. Quint serves as a Boy Scout Committee Member and Assistant Scout Master for his son's Scout Troop 533. Recently the two of them spent eight days hiking in the extremely hot and dry New Mexico desert. 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.
Mac began his career in financial services right after college and has specialized in comprehensive financial planning. Mac stays busy at fi-Plan Partners working with Greg on portfolio strategies and management.
Your investments are constantly monitored by Mac and Greg
“Financial Planning is an ongoing process”, he explains, “therefore it is important for us to update your Financial Blueprint on an annual basis.”
Mac received his degree in geography with a concentration in business from Auburn University. Through LPL Financial, he holds Series 7 (General Securities) and Series 66 (Uniform Combined State Law). He is also licensed to provide you with life insurance, disability insurance, long-term care insurance, and variable annuities. Mac is currently working toward earning the Certified Financial Planner® designation and is a member of the Financial Planning Association.
Mac developed strong leadership skills and a love for the outdoors in his younger years as an Eagle Scout and while working at Philmont Scout Ranch in New Mexico. When he's not enjoying a round of golf or playing with his dog, Layla, Mac serves on the Jr. Board of Directors of Aldridge Gardens.
Contact Mac: Email him here or call (205) 989-4143.
Amy oversees all operational aspects of the firm ensuring five star service is delivered and guaranteeing superior business practices are maintained. She also works with the wealth management team coordinating investments, rollovers, and retirement services.
Amy earned her undergraduate degree in Psychology with a concentration in business at Auburn University and her MBA at the University of Alabama at Birmingham. Experienced in administration and operations within the financial services industry, Amy brings a wealth of knowledge and an operational point of view to the team. As well as her financial experience and credentials, Amy is also a certified Persogenics trainer, guiding our team, affiliates and clients in achieving optimal communications.
Amy is an artist at heart and is gifted in the areas of painting and sketching. In her free time you can always find her with a paintbrush in hand or creating wonderful designs for decorative purposes as well as events.
Amy is involved in several community programs. She currently serves as President of the Aldridge Gardens Jr. Board. She is a previous Alabama State 4-H Council President and served with the National 4-H Council. Amy also volunteers with Jefferson County Schools, The Birmingham Humane Society, WJHS Alumni Association and other local organizations helping make a difference in our community.
Family is extremely important to Amy, and she cherishes her strong family ties. She has three precious nieces, Kinley, Lauren, and EmmaKate, and is very involved in their lives.
Contact Amy: Email here or call (205) 989-8270.
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 Homewood resident for the past 25 years. He has been married for 22 years to his wife, Whitney, and the couple has one 18-year old 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, Mac Frasier 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.
Laura Baker graduated cum laude from the University of Georgia with a Bachelor of Science in Family Financial Planning. Prior to fi-Plan Partners, she served in both an operational and financial planner capacity at an investment firm in Nashville, TN. Laura has obtained her Certified Financial Planner® and Certified Retirement Counselor® designations.
Along with her experience and certifications, Laura shares the energy and passion found among the entire fi-Plan Partners team for the various facets of the “Your Financial House®” process.
This past October, Laura recently got married and moved back to her hometown of Birmingham in the Mountain Brook area. Since then, her pastime has primarily been focused on introducing her new husband, Warren, to her hometown. She is also an avid dog lover and enjoys taking her two dogs, Macy and Bess, on walks and to the park. Laura is a lifelong member of Highland’s United Methodist Church. During the summer weekends, Laura can usually be found at Lake Martin where her family has a house.
Contact Laura: Email her here or call (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 over 12 years of financial brokerage industry experience, including marketing, compliance, and operations, she is already a vital part of the fi-Plan Partners team. Working with the wealth management and financial planning teams, Keri coordinates investment proposals, account documentation as well as tracking incoming accounts for successful delivery.
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). She is currently studying to obtain the Series 7 General Securities license.
Keri is a skilled photographer with her nephews being her favorite subject. In addition, Keri recently achieved a personal goal by completing the Mercedes-Benz Half Marathon in Birmingham, AL.
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.