Our People
John F. Carter
Principal
205.397.2820
jcarter@capitalstrategies.net
Michelle Baker
Director of Client Services
205.397.2802
mbaker@capitalstrategies.net
Richard Douglas IV
Business Development
205.397.2829
rdouglas@capitalstrategies.net
Graham Dvorak
Analyst
gdvorak@capitalstrategies.net
Allan Goldstein, CLU, ChFC, RHU
Director – Midwest Region
agoldstein@capitalstrategies.net
Alyson M. Haley
Client Service Coordinator
205.397.2808
ahaley@capitalstrategies.net
Alexander W. Jones III, J.D., LL.M.
Tax Counsel
205.397.2805
ajones@capitalstrategies.net
Andrea Lechner
New Business and Client Service Coordinator
alechner@capitalstrategies.net
Lucy McDowell, CEBS, GBA, CMS
Office Manager
205.397.2814
lmcdowell@capitalstrategies.net
Sue Poe
Project Manager
205.397.2822
spoe@capitalstrategies.net
Danna M. Ray
New Business Coordinator
205.397.2816
dray@capitalstrategies.net
William M. Walker, CPA
Business Development
205.397.2804
wwalker@capitalstrategies.net
T. Hudson Williams J.D., LL.M.
Tax Counsel
205.397.2836
hwilliams@capitalstrategies.net
Rita Wright
Director of Corporate Accounts
205-397-2801
rwright@capitalstrategies.net
William A. Worrell, Jr.
Senior Analyst
205.397.2832
wworrell@capitalstrategies.net
Private Client Insurance
Griff Israel
Managing Partner, Private Client Insurance
205.263.1639
gisrael@capitalstrategies.net
Mikah Glass
Client Service Executive, Private Client Insurance
205.263.1645
mglass@capitalstrategies.net
Ann Bailey White
Client Executive, Private Client Insurance
205.397.2809
awhite@capitalstrategies.net