Meet the Team

Courtney H. Faison


Mrs. Faison serves as Manager of Family Office Services for the firm. Her duties on behalf of clients include, but are not limited to, client information management, integrated financial strategies, trust and related services and family continuity and education. Previously, Mrs. Faison held the position of Controller overseeing the accounting functions for both the firm and the associated private equity group, Cotton Creek Capital. Prior to joining the firm, she was an auditor for Deloitte & Touche with a concentration in the Energy industry.

Mrs. Faison graduated summa cum laude with a Bachelor of Business Administration from the Culverhouse School of Accountancy at the University of Alabama. She also earned a Masters of Accountancy at the University of Alabama while being a Graduate Assistant Teacher.


Devoted. Driven. Disciplined. We serve as trusted advisors for a unique set of families.