Team Member Listing

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Aaron Lacey, CTP

  • First Vice President & Senior Treasury Services Officer

Andrew Hoeniges - CFA

  • First Vice President
  • Wealth Strategist

Chris Conken

  • Senior Vice President & Regional Residential Real Estate Officer

Ed Egger

  • First Vice President
  • Wealth & Fiduciary Advisor

Frank Smith - Fairhope, Al

  • Vice President
  • Wealth & Fiduciary Advisor

Gaye Broyles

  • Senior Vice President & Treasury Services Sales Manager

James Clark - CFA, CFP®

  • Senior Vice President
  • Wealth Strategies Manager

Jason Chapman - AIF, QPFC, QPA, ERPA

  • Senior Vice President
  • Retirement Plan Wealth Manager

Jeffrey Lohmeier - CTFA

  • Senior Vice President
  • Wealth & Fiduciary Manager

Jessica Horne

  • Wealth & Fiduciary Officer

John Michael Wilson | NMLS# 502571

  • Senior Vice President BankPlus Mortgage Mississippi Regional Mortgage Market Manager

Julia Ott

  • First Vice President
  • Wealth & Fiduciary Advisor

Kayla Roberts

  • Bank Officer & Senior Talent Acquisition Specialist

Lee Laird - CTFA

  • Vice President
  • Wealth & Fiduciary Advisor

Maeve Beard

  • First Vice President
  • Wealth and Fiduciary Advisor

Matt LaRochelle

  • Wealth & Fiduciary Associate

Matthew West

  • Vice President
  • Wealth & Fiduciary Advisor

Melissa Landry

  • Talent Acquisition Specialist

Michelle Jenkins

  • Assistant Vice President
  • Fiduciary Operations Manager

Nathan Lucas - JD, CTFA

  • Vice President
  • Wealth & Fiduciary Advisor

Patricia Martin - CFIRS®

  • Assistant Vice President
  • Wealth & Fiduciary Compliance Manager

Patti Daly - CTFA

  • First Vice President
  • Wealth & Fiduciary Advisor

Patti Fanning

  • Assistant Vice President
  • Wealth & Fiduciary Quality Assurance Supervisor

Paula Spurgeon - CSOP

  • Senior Vice President
  • Director of Fiduciary Operations

Phyllis Saxton - CRSP

  • Assistant Vice President
  • Retirement Plan Wealth Advisor

Spencer Pipitone, CFA

  • Vice President
  • Wealth Strategist

Tammie Watkins

  • Talent Acquisition Specialist

Tony Edwards - CFA, CPA

  • President
  • Wealth Management Group

Twiggy Hayes

  • Fiduciary Operations Officer

Wilson Eatherly

  • Senior Vice President & Regional Residential Real Estate Officer