INTELUS is a team of financial professionals dedicated to helping you Create, Build and Protect your financial Legacy. Connect with an INTELUS Advisor today and take control of your financial future.
e: Stanley@inteluswm.comp: 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: firstname.lastname@example.org: 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@example.com: 205-313-3592
Marn Hoe Chong
Client Service Associate
Marn has been working in the financial industry for more than 3 years. He grew up in Malaysia and transferred to Samford University, AL in Fall 2016. He graduated Summa Cum Laude with a Finance degree.
At Samford University, Marn Hoe was part of the Bulldog Fund for the Spring semester in 2018 which manages approximately $2.2 million of the university’s endowment fund.
Marn has a passion for Investing and Financial Analysis and is currently working towards becoming a CFA Charterholder.
Marn serves our clients in the areas of Client Onboarding, Researching, Cash Flow Analysis, and Retirement Forecasting.
Marn currently lives with his wife, Caroline, and a Border Collie Australian Shepherd mix. He loves dancing, writing, exercising, and spending time with friends and family.
e: firstname.lastname@example.org: 205-313-3596
Uriah D. Williams is a seasoned financial professional in Birmingham, Alabama with over a decade of experience in the field of banking and wealth management. A native of East St. Louis, Illinois, Uriah attended Alabama A&M University where he was a member of the Marching Maroon & White band, and graduated from Athens State University with a degree in Business. His professional expertise includes comprehensive financial planning and customized investment strategies aimed at achieving his clients’ goals. He has a distinct passion for partnering with individuals and families who are focused on planning for their financial future. An avid believer that “whatsoever a man soweth, that shall he also reap ”, Uriah volunteers his time and knowledge through several community organizations aimed at creating the next generation of leaders. Outside of work, he enjoys spending time with his wife and two sons, playing golf, grilling, and music. Whether you’re launching a business, planning for retirement, or choosing your bucket-list goals, you need to have a Financial Advisor on your side and Uriah is ready to help. He looks forward to getting to know you, your goals, and your challenges. Uriah will find financial strategies that help you live your best life and, if your situation changes or the market shifts, he will be here to guide you.
e: email@example.com: 205-313-3594
Director of Client Communication
Demetruis has worked in Real Estate and Financial Services for over two decades. She graduated from Tennessee State University in 1997.
While she likes her role in business expansion and development, her favorite part of her work is impacting the lives of the clients she has the opportunity to serve.
She serves our clients by providing ongoing information about the markets, financial planning topics, and firm news through various communication channels.
Demetruis is married and has one young adult child. She loves to travel and roller skating.
e: Margaret@inteluswm.comp: 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.