Broker Check

The SFG Team

C. Todd Holder, CFP®, CPA/PFS

205-383-1415

todd@thesouthernfinancialgroup.com

Todd is a principal of the firm and currently serves as the Chief Financial Officer. He is a graduate of Auburn University and has over twenty-five years of experience in the financial planning and investment management field. Todd is...

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David F. Painter, CFP®, CPA/PFS

205-383-1415

david@thesouthernfinancialgroup.com

David is a principal of the firm and currently serves as the Chief Compliance Officer. He is a Certified Financial Planner professional, a Certified Public Accountant, and a Personal Financial Specialist. He graduated from Auburn...

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John M. Machen, CPA

205-383-1415

John serves in many areas of the firm. He is a graduate of both Auburn University Montgomery with a degree in Finance, and the University of Alabama at Birmingham with a degree in Accounting. In addition, he is a Certified Public...

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Dexter Jenkins CPA

205-383-1415

Dexter serves the firm as a Para Planner. He is a 2016 graduate of the University of Alabama at Birmingham with a degree in Accounting. He has over two years of experience in assisting the financial planning process of current and...

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Laura Bollinger

205-383-1415

Laura joined the firm in January 2017. She is involved in our overall client relationship management and works closely with our office support team in all aspects. She graduated from Auburn University in 2010 with a degree in Finance...

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Kaylee Maddox

205-383-1415

Kaylee works closely with our office support team and is involved in overall client relationship management.

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Dawson Painter

205-383-1415

Dawson works for the firm as a Para Planner. He is a 2019 Cum Laude graduate of Auburn University with a degree in Accounting. He began working for the firm in June of 2019. He passed his Series 7 licensing exam in January...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.