Charles H. Webb - President and Co-Founder of The Alder Financial Group

As Chief Investment Officer, Charles is primarily responsible for charting the firm's equity investment strategy, performing portfolio management duties, and executing equity trades. In addition, he works extensively with the firm's clients on the development and implementation of their financial plans and investment policies.

Prior to founding Alder, he spent 8 years as a Financial Analyst in the health care industry, where he concentrated his efforts on financial forecasting, corporate valuations and mergers & acquisitions.

B. Alan Gaylor, CFP - Executive Vice President and Co-Founder of The Alder Financial Group

As the fixed income manager, Alan is responsible for overseeing all aspects of the development and implementation of fixed income portfolio strategies. He works with both individuals and banking institutions in managing their income portfolios. For individual clients, he provides detailed financial planning insight and is an integral part of the ongoing management of client assets. For our banking clients, he serves as the day to day manager of their fixed income portfolios. In addition, he serves as the coordinator of the firms' marketing and client communication efforts.

Prior to the founding of Alder, Alan spent 9 years as a Vice President at the

Lori M. Eason - Financial Planning Specialist

Lori Eason joined Alder Financial in August of 2006. She is primarily responsible for administration of the portfolio accounting system and development of financial plans. In addition, she provides ongoing assistance in investment research, portfolio review, client communications and reporting, and quantitative support.

She graduated Magna Cum Laude from the University of Georgia in December of 2005. She obtained an undergraduate degree in International Business with an emphasis in finance.

David Chambers- Trading and Research Analyst

David provides comprehensive research of equity investments, implementation of investment strategies, and assistance with portfolio management. . He is focused on maintaining balanced asset allocations through frequent portfolio review and careful execution of investment trades.

He graduated from the Georgia Institute of Technology in May of 2009. David majored in Business Management and was awarded a Certificate in Finance. He also earned a minor in Economics.

investment banking unit of a southeastern regional bank. While in that capacity, he developed extensive experience dealing with the portfolio and cash flow needs of community banks, corporations, and affluent individuals.

Alan holds the designation of Certified Financial Planner (CFP) and has a Master's of Business Administration Degree (MBA) from the University of Alabama at Birmingham. Alan completed his undergraduate work at The University of Alabama with a B.S. degree in Finance. He currently holds an RIA (series 65) license.

Alan manages our Alabama office and lives in Hoover with his family. He attends the Riverchase United Methodist Church and is active with both the Boy Scouts of America and his local community youth sports programs.

Charles completed his B.S. in Finance from The University of Alabama. He is a candidate for the designation of Chartered Financial Analyst and is a member of both the Atlanta Society of Financial Analysts and CFA Institute. He currently holds an RIA (series 65) license, and has held a series 7 and series 63 license from the NASD.

Charles' civic contributions include current technology committee chairperson in the Atlanta public school system, periodic guest speaker and volunteer for the Leukemia & Lymphoma Society, treasurer for the local chapter of Boy Scouts of America and involvement with his local community youth sports programs.

Lori's previous experience was working with a financial planning firm where she assisted in all facets of producing comprehensive financial plans. Some of her experience included the gathering and entry of client data and acting as a liaison between advisors, clients, and third party investment providers. In August of 2009, Lori earned the Certified Financial Planner (CFP) designation.

Lori lives in Atlanta with her husband. She speaks Spanish and lived in Peru for six months following her graduation from UGA. Lori enjoys teaching English as a second language as a volunteer through a local charity. Lori also enjoys outdoor activities and aerobic dance.

David is excited to be starting his career in finance at Alder Financial. He lives in Atlanta, but enjoys going to north Georgia to camp and hike. His other interests include reading, working on cars and going on trips.