Kinsight Community
- Joined our company in 2002
- Graduated from the University of Alabama in both Accounting and Family Financial Planning and Counseling
- Serves our clients as Senior Planning Coordinator
Amanda A. Benson
- Joined our company in 1992
- Graduated from the University of Alabama
- A CERTIFIED FINANCIAL PLANNER™ practitioner
- Serves our clients as Senior Financial Planner
- A Shareholder
Patti B. Black
- Joined our company in 1996
- Graduated summa cum laude from the University of Alabama
- Serves our clients as Planning Coordinator
Brandy S. Boyd
- Joined our company in 2007
- Serves our clients as Client Service and Operations Coordinator
Denise H. Coleman
- Joined our company in 2008
- Graduated from Samford University
- Serves our clients as Portfolio Analyst
- Serves on the Kinsight Investment Committee
Elena V. Collins
- Joined our company in 1997
- Received an M.B.A. from the University of Alabama at Birmingham
- Graduated from the University of Montevallo
- A CFA Charterholder
- A Certified Alternative Investment Analyst
- Serves our clients as Portfolio Advisor
- Serves the Kinsight community as Director of Investments
- A Shareholder
- Serves on the Kinsight Investment Committee
John B. Cox
- Joined our company in 2009
- Graduated from the University of Alabama at Birmingham
- Serves our clients as Administrative Assistant
- Serves the Kinsight community as Marketing Assistant
Regina D’Andrea
- Joined our company in 1996
- Received a Masters in Financial Planning from the University of Alabama
- Graduated summa cum laude in Finance from Auburn University
- A CERTIFIED FINANCIAL PLANNER™ practitioner
- Serves our clients as Portfolio Advisor
- Serves the Kinsight community as Chief Operating Officer
- A Shareholder
- Serves on the Kinsight Investment Committee
Heath R. Echols
- Joined our company in 2001
- Graduated from the University of Alabama
- Serves our clients as Portfolio Coordinator
Meredith E. Fayard
- Joined our company in 2011
- Received a Masters in Finance from the University of Alabama
- Graduated summa cum laude from the University of Alabama
- A CFA Charterholder
- Serves our clients as Portfolio Advisor
- Serves on the Kinsight Investment Committee
C. Johan Grahs
- Founded our company in October 1986
- Received an MBA from the Darden School of Business at the University of Virginia
- Graduated from Williams College
- A CERTIFIED FINANCIAL PLANNER™ practitioner since 1983
- Serves our clients as Portfolio Advisor, Human Capital Coach and Heritage Process™ Guide
- Serves the Kinsight community as Chief Executive Officer
- A Shareholder
- Serves on the Kinsight Investment Committee
Charles D. Haines, Jr.
- Joined our company in 2008
- Received an M.B.A. from the University of Alabama at Birmingham
- Graduated from the University of Alabama at Birmingham
- A CFA Charterholder
- Serves our clients as Portfolio Advisor and Portfolio Analyst
- Serves on the Kinsight Investment Committee
Caleb R. Hopkins
- Joined our company in 2011
- Received an M.B.A. from Auburn University
- Received a Master of Laws (Taxation) from the University of Alabama School of Law
- Received a Master of Accounting from the University of South Alabama
- Received Juris Doctor from Regent University School of Law
- Graduated from Auburn University
- A CERTIFIED FINANCIAL PLANNER™ practitioner
- A Certified Trust and Financial Advisor™
- A Certified Employee Benefit Specialist™
- Serves our clients as Senior Financial Planner
Harvey A. Hutchinson III
- Joined our company in 1995
- Graduated from Mississippi State
- A CFA Charterholder
- Serves our clients as Portfolio Advisor
- Serves the Kinsight community as Director of Portfolio Operations and Chief Compliance Officer
- A Shareholder
- Serves on the Kinsight Investment Committee
Josh W. Lancaster
- Joined our company in 2002
- Graduated summa cum laude from the University of Alabama
- A CERTIFIED FINANCIAL PLANNER™ practitioner
- Serves our clients as Financial Planner
- Serves the Kinsight community as Director of Financial Planning Operations
Jonathan E. Millican
- Joined our company in 2006
- Serves the Kinsight community as part-time Scanning Assistant
Sandra Pate
- Joined our company in 2011
- Received a Masters in Family Financial Planning from the University of Georgia
- Graduated from the University of Georgia
- Serves our clients as Planning Coordinator
