Broker Check

Team

We know LifeCourse Capital would be incomplete without you! As the most important member of our team each representative of our firm is devoted to providing personal attention to your particular financial needs.

From our support team and accounting department, to our experienced financial advisors, we dedicate ourselves to the principle that each client is unique and we must not only address the needs of our clients, we must anticipate them.

Our team of financial professionals is available to help with:

  • Investing Principles and Strategies
  • Retirement Investing and Distribution Strategies
  • Planning your Estate and Inheritances
  • Risk Management
  • Preparing for the Unexpected
  • Paying for Education
  • Procuring the Pertinent Insurance


 

Stephen Williams

President and Founder

256-489-4400

256-489-4403

stephen@lccapital.net

Stephen Williams has been providing financial advice to professionals, business owners, and retirees since 1994.
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Allen Sandlin

Financial Advisor Representative

(256) 497-4825

256-489-4403

Allen Sandlin comes to us with more than 35 years of banking and financial industry experience. Allen joined us in May 2009 as a registered representative and is available to assist with client investment needs.

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David Williams

Registered Support Staff

256-489-4400

256-489-4403

David Williams re-located from Cullman to join our staff in Huntsville. David, as support staff, is putting his business, technology and planning experience to work for our clients.

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Michael Jones

Financial Advisor Representative

256-489-4400

256-489-4403

Michael Jones is a native of Cullman, Alabama and graduated from Auburn with a degree in finance. Michael arrived at our office in June of 2002.

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Lisa Gels

Tax Manager

888-489-9863

256-489-4403

Lisa@LCCapital.net

Lisa Gels came on board for the 2013 tax season. With an understanding that tax preparation isn't for everyone, she wants to make your experience as pleasant and painless as tax filing can be. Lisa is as an enrolled agent with the IRS....
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