Ben Brown
Partner
Alderman Holdings
Mike Kramer
Chairman, Retired President & COO
Atlantic Capital Bank
Celeste Lindeman
Founder and Principal
Lindeman Financial Group
Todd McCain
Founder & Owner
Cumberland Title & Guaranty
Bart Rolen
Chief Executive Officer
Southeastern Trust Company
Paula Shuford
Owner & President
Herman Grant Company
Jerry Stauffer
Retired President & COO
Baker Donelson
Teresa Whitton
CFP®, CTFA | President
Southeastern Trust Company
Meet our team.
Discover the people who help our clients design a life well spent.