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e: [email protected]p: 205-313-3593
Stanley T. Funches, CFP®, ChFC®, CRPC®, MBA study Finance and earn a BSM from Tulane University and an MBA from Samford University. Stanley began his journey in financial planning over 21 years ago, earning his Certified Financial Planner®, Chartered Financial Consultant, and Chartered Retirement Planning Counselor designations. During his time as a financial planner, Stanley has served professionals, business owners, and physicians as they prepare for and seek to maintain a comfortable retirement.
Stanley has conducted numerous seminars and speaking engagements in his community and appeared on several news shows discussing financial planning topics. In 2001, he was awarded the Presidential Award by the Urban Financial Services Coalition. In 2007 he was profiled and labeled a “Wealth Pioneer” by Wealth Manager Magazine. In 2015 he was a contributing author to the Amazon Best Seller, Voices of Inspiration – Real Life Wisdom for Living Your Best Life. In 2019 he published the book, The Quest for Financial Independence – 10 Areas of Your Planning You Should Not Ignore.
Stanley resides in Birmingham, Alabama, and is the father of three wonderful children, Ashli, TJ and Christopher. In his time away from the office Stanley enjoys basketball, golf and reading.
e: [email protected]p: 205-313-3591
Lu-Anne DeHaneyClient Service Associate
Lu-Anne has been working for nearly 15 years in the financial planning field. She received her Bachelor of Science in Mathematics from the University of Alabama. This is her second act after taking early retirement from BellSouth Services where she had worked in Regulatory and Project Management. She earned her Series 6 license in 2004.
Lu-Anne serves our clients in the areas of Client Communications and Client Service Meetings.
Lu-Anne is single and spends too much time with her two cats. Lu-Anne enjoys traveling, reading, exercising, and watching sports.
e: [email protected]p: 205-313-3592
Janelle Harrison, CFP®Practice Manager/Paraplanner
“The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.” –T.T. Munger
Janelle has been working for over two decades in the financial planning field. Janelle received her Bachelor of Science in Business Management from the University of Alabama. She earned her CERTIFIED FINANCIAL PLANNER™ certification in November of 2016.
Janelle serves our clients in the areas of Investment Management, Investment Accumulation, Retirement Plan Setup, Insurance Review, and Retirement Distributions.
Janelle is married to Justin Harrison, a real estate investor. They have two children, Willow and Rhett. Janelle enjoys spending time with her family, traveling, and exercise.
e: [email protected]p: 205-313-3595
Margaret Kaetz Kelley, CFP ® Paraplanner
Margaret has worked in Financial Planning for over two decades. She graduated Summa Cum Laude from Auburn University in 1989 and earned her Certified Financial Planner™ designation in 2006. While she likes the “numbers” aspect of Financial Planning, her favorite part of her work is the relationships she builds with the clients she serves.
Margaret serves our clients through Cash Flow Analysis, Retirement Forecasting, Business Owner Financial Analysis, and Business Owner Retirement Plan Management.
Margaret is married and has two adult children. She loves travel, reading, Disney, and the Auburn Tigers.