The Trusted Path

Our People

  • Lucy McDowell

    Lucy McDowell, CEBS, GBA, CMS

    Office Manager

    205.397.2814  lmcdowell@capitalstrategies.net

    As Office Manager for Capital Strategies, Lucy handles all bookkeeping, accounting, payroll, and human resources functions for the firm. She also assists with various operational projects. (more…)

  • Edmund Perry

    Edmund P. Perry, J.D.

    Senior Counsel

    205.285.2030  eperry@capitalstrategies.net

    As Senior Counsel of Capital Strategies, Edmund brings 13 years of experience in senior legal and management positions at two NYSE-traded companies and, most recently, nine years leading a prominent risk-management and employee-benefits brokerage and consulting firm. (more…)

  • Sue

    Sue Poe

    Project Coordinator

    205.397.2822  spoe@capitalstrategies.net

    As Special Projects Coordinator for Capital Strategies, Sue handles the implementation and ongoing management of the firm’s SmartOffice database. (more…)

  • Danna Ray

    Danna M. Ray

    New Business Coordinator

    205.397.2816  dray@capitalstrategies.net

    As New Business Coordinator for Capital Strategies, Danna works almost exclusively with our Estate Planning Division. (more…)

  • Preston Sartelle

    Preston M. Sartelle, CFA

    Director, Business Development

    205.397.2815  psartelle@capitalstrategies.net

    As a Director of Business Development for Capital Strategies, Preston specializes in working with Estate Planning clients. (more…)

  • Will Walker

    William M. Walker, CPA

    Business Development

    205.397.2804  wwalker@capitalstrategies.net

    As a Business Development Manager for Capital Strategies, Will specializes in working with the firm’s Estate Planning clients. (more…)

  • T Hudson Williams

    T. Hudson Williams J.D., LL.M.

    Tax Counsel

    205.397.2836 hwilliams@capitalstrategies.net

    As Tax Counsel for Capital Strategies, Hudson specializes in tax related issues regarding estate planning with sophisticated life insurance products for wealth transfer clients throughout the Southeast.
    (more…)

  • Will Worrell

    William A. Worrell, Jr.

    Senior Analyst

    205.397.2832  wworrell@capitalstrategies.net

    As Senior Analyst for Capital Strategies, Will specializes in working with Wealth Transfer clients. His areas of expertise include product design/analysis and economic modeling, along with managing and maintaining client relationships at a highly personalized level. (more…)

Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC. Capital Strategies Group, Inc. is owned and operated independently
from FNBB Capital Markets, LLC. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please go to http://brokercheck.finra.org/ for further details regarding BrokerCheck.