BCR Wealth Strategies

Timothy Jones Jr. is a financial advisor with BCR Wealth Strategies, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with firms including Scottrade, Inc. and TD Ameritrade Investment Management before joining BCR Wealth Strategies in 2021. BCR Wealth Strategies serves individual clients, including high-net-worth households, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides comprehensive financial planning, investment management, and retirement plan consulting, employing a long-term, diversified investment approach primarily using mutual funds and ETFs.

Harold Sasnowitz is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth households, as well as institutional clients such as pension plans and charitable organizations. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and diversified asset allocation.

Abigail Kotarski is a financial advisor with BCR Wealth Strategies in Vestavia, AL, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at several firms, such as Innovation Partners LLC and Institutional Capital Network, Inc. Outside of finance, she has experience with the John Newcombe Tennis Ranch. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and investment management using a long-term, diversified approach based on Modern Portfolio Theory.

Sandra Cleveland is a CFP® professional with 23 years of experience in the financial services industry. She has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2006, following prior roles at Ameritas Investment Company, LLC and The Advisors Group, Inc. Outside of her advisory work, she is a member of RCB Properties, LLC, a real estate holding company associated with her firm. BCR Wealth Strategies serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, investment management, and retirement plan consulting with an investment approach focused on long-term, diversified portfolios primarily implemented through mutual funds and ETFs.

Spencer Lawson is a CFP® professional with three years of industry experience, currently serving at BCR Wealth Strategies. His prior work includes roles at the University of Alabama, Glennwood, Weber Mortgage, North River Yacht Club, and Dread River Distilling Co. BCR Wealth Strategies serves individual and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and employs regular account reviews and rebalancing.

Annelise Sutherland is a Series 65 licensed financial advisor at BCR Wealth Strategies with one year of industry experience. Before joining BCR Wealth Strategies, she worked at High Prep Tutoring, LLC and held several roles affiliated with Auburn University. BCR Wealth Strategies serves individual and institutional clients, including high-net-worth households and charitable organizations, offering financial planning, investment management, and retirement plan consulting. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.

Marshall Rathmell is a CFP®, PFS™, and Series 65 credentialed advisor with 17 years of experience. He is affiliated with BCR Wealth Strategies, where he has worked since 2009. BCR Wealth Strategies serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm emphasizes long-term, diversified portfolio management based on Modern Portfolio Theory and offers comprehensive financial planning, consulting, and retirement plan advisory services.

Lindsay Birchfield is a financial advisor with BCR Wealth Strategies, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at BCR Wealth Strategies since 2019 and is also employed by The Vanguard Group. BCR Wealth Strategies serves individual and institutional clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and diversified asset allocation.