Renasant Financial Services

Stacy has been in the financial services industry since 1994 and has served in his current role since 2000. Specializing in wealth management, insurance and investment planning for individuals and small business owners, Stacy provides advice and strategies designed to pursue specific financial goals. Stacy also works closely with Renasant’s team of LPL Financial Advisors to provide them with the planning and investment management resources needed to serve their clients.

Stacy and his wife have two children. A lifelong resident of Tupelo, Stacy attends Gumtree Presbyterian church. He is a past president of the Board of Governors for the Tupelo Country Club.

Stacy holds a BBA in Banking and Finance from the University of Mississippi. He is a graduate of both the Consumer and Commercial Schools of Banking at Vanderbilt University in conjunction with the Tennessee Banker’s Association. Stacy is Series 6, 7, 63, and 66 licensed and registered for securities in AL, FL, GA, MS, SC, TN, and TX. He is LPL registered as an Investment Advisor Representative and licensed insurance agent in the state of Mississippi.

David has over 19 years of experience in the financial services industry. He began his financial services career with Merrill Lynch in 1997, joined M&F Bank in 2004, and became a part of Renasant Financial Services in 2014. David specializes in wealth management, insurance, investment, and retirement planning for individuals and business owners.

David is married to his wife of 33 years, Pam Alford and has two sons, Clint and Drew. He is a member of All Saints Episcopal Church, current member and past board member of Tupelo Kiwanis Club, and a charter member of Chickasaw Fly Fishing club.

David has a B.B.A. in Management from the University of Mississippi. He is a LPL registered Financial Advisor and is Series 6, 7, 63, and 65 licensed and is insurance licensed for Life, Accident, Health and Variable insurance products in LA and MS. David is registered for securities and insurance in AL, TN, and MS.

Carrie joined Renasant Financial Services in October 2009. She has over 26 years of experience serving as a Financial Advisor in the financial services industry. Carrie focuses on helping clients address their financial goals whether it is for retirement, college savings or long-term care planning. She prides herself with providing knowledgeable advice with integrity and superior ethics.

Carrie graduated from the University of Mississippi with a B.A. in Biology. She earned the General Securities Series 7 license, Series 66 license, held through LPL Financial, and is a licensed insurance agent in MS. Carrie received the Accredited Asset Management Specialist Designation from the College of Financial Planning in 2000. She holds license to practice securities business in AL, MS, and TN and is registered as an Investment Advisor Representative in the state of Mississippi and Texas.

Gabe has been in the financial services industry since 2003 and has served in his current role at Renasant Financial Services as a LPL Financial Advisor since 2018. His focus is assisting his clients with wealth management, retirement planning for individuals and small businesses or his client’s insurance needs. Gabe works with his clients to understand their financial goals and plan accordingly as to strive towards not outliving income in retirement.

Gabe is married with two boys. He is originally from Biloxi, MS but moved to Madison in 2008. He is a parishioner of St. Richards Catholic Church in Jackson, MS. He is a graduate of The University of Southern Mississippi where he holds a Bachelors of Science in Business Administration. Gabe is series 7, 63 and 66 licensed, currently held with LPL Financial. He is currently registered in FL, MS and TX as well as insurance licensed in MS.

Serving clients in the financial services industry since 1998, Brian has been employed with Renasant Financial Services since 2012. As an LPL Financial Advisor, Brian helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, Brian helps clients develop and implement strategies for building wealth and realizing their goals. Brian’s mission is to help his clients make sound, educated decisions with their money, so they can spend their time doing the things they care about most. 

Brian and his wife, Emily, reside in Starkville, MS, and have six children. Active in the local community, Brian currently serves as a deacon at First Baptist Church, chair of the Starkville Academy Investment Committee, as member of several local organizations, and coaches youth sports. 

Brian is a graduate of the University of Mississippi where he obtained a B.B.A. in Banking and Finance. Brian holds the distinctive designations of Certified Financial Planner™ and Certified Kingdom Advisor. Brian is Series 7, 63, and 66 licensed, held through LPL Financial. He is registered for securities in AL, AR, FL, IA, LA, MI, MO, MS, NC, NM, NY, OK, and TX. He is registered as an LPL Investment Advisor Representative MS, and TX, and he is a licensed insurance agent in MS. /p>

Karolina joined Renasant Financial Services in 2023. She excels at helping clients manage their finances amid busy careers and family lives, providing clear, actionable advice tailored to their unique needs. Her goal is to alleviate financial stress by creating straightforward plans that align with clients’ lifestyles and objectives. Karolina is especially passionate about helping retirees feel secure and fulfilled in their retirement, ensuring their financial plans support their desired lifestyle and goals. She remains committed to optimizing clients’ portfolios by staying informed about the latest investment options.

Originally from Poland, Karolina moved to Chicago, IL when she was three and has been a Mississippi resident for over 11 years. Karolina, with her husband Clay, have one son. She enjoys being active outdoors, art and reading and contributes to her community as a member of the Junior League of Jackson.

Karolina holds a B.S. in Molecular & Cellular Biology from the University of Illinois-Urbana Champaign, and has attained several designations, including CRPC® (Chartered Retirement Planning Counselor - College of Financial Planning).

Karolina is Series 7 and 66 licensed, held by LPL Financial,  and is registered for Securities in CO, GA, FL, IL, MS and NV.

Katie is a dedicated financial advisor who began her career in 2020, officially earning her advisor credentials by the end of that year. With a deep commitment to educating her community about financial literacy, Katie focuses on helping clients make informed, prudent decisions tailored to their current and future needs. She strives to build long-term relationships, guiding clients from adolescence through adulthood and beyond. Katie’s greatest fulfillment comes from alleviating the stress and burden that financial concerns often bring.

Katie and her husband have three children. While her husband is a lifelong resident of North Mississippi, Katie has called Tupelo home since 2014, the year they got married. She is an active member of First Baptist Church of Tupelo and is deeply involved in various community and networking groups throughout North Mississippi.  

Katie received a Bachelor of Atmospheric Science degree for both operational and broadcast meteorology from Mississippi State University in 2013. Katie is Series 7 and 66 licensed, held by LPL financial. She is registered for Securities in MS and TX. She is LPL registered as a Financial Advisor and licensed insurance agent in the state of Mississippi.

Will specializes in crafting tailored strategies to help successful individuals preserve and enhance their most valuable assets. By taking the time to understand each client’s unique situation, objectives, and concerns, he ensures that the financial advice he provides is highly personalized. This thorough and customized approach has consistently empowered clients to make well-informed decisions and gain greater confidence in their future plan.

Originally from Macon, MS, Will now resides in Starkville with his spouse, Jordan, and their young son. Since 2018, he has been with Renasant Bank and joined Renasant Financial Services in 2022. Will is also an active member of Pinelake Church.  

Will is a dedicated financial professional with Series 7 and 66 licenses held through LPL Financial, as well as insurance licensing in Mississippi.

Kevin has more than 20 years of experience in the financial services industry, spending the last five years in his current role. Specializing in wealth management, insurance and investment planning for individuals and small business owners, Kevin provides advice and strategies designed to pursue specific financial goals. Kevin works in the Central Alabama market.

He and his wife Allyson have three children. A resident of Vestavia Hills, Kevin is a member of Covenant Presbyterian Church. He is involved in the athletic program at Vestavia Hills High School and enjoys being with his family.

Kevin holds an MA from the University of Alabama at Birmingham. Kevin is Series 6, 7, 63, and 66 licensed, held through LPL Financial. He is registered for securities in AL, FL, GA, and TX. He is registered as an LPL Investment Advisor Representative and licensed insurance agent in the state of Alabama.

Lori has 28 years of experience in the financial services industry, with the last 12 at Renasant Bank. Whether a client is saving for retirement, living in retirement, or looking for ways to maximize income, she creates a customized investment plan. Lori also works with the North Alabama licensed insurance representatives to provide them the training and resources needed to serve their clients.

Lori and her husband George live in Decatur. They are members of First Baptist Church of Decatur. She is a two-time past president and member of the Decatur Women’s Chamber of Commerce, as well as a Chamber of Commerce Commodore.

Lori is a Kentucky native and a graduate of the University of Kentucky. Since 2007, she has held the Chartered Retirement Planning Counselor designation from the College for Financial Planning in Boulder, CO. Lori is Series 7, 9/10, 63, and 66 licensed, held through LPL Financial. She is registered for securities in AL, FL, GA, KY, MS, NJ, TN, and TX. She is registered as an LPL investment Advisor Representative and licensed insurance agent in the state of AL, FL, KY and TN.

Jose has over 20 years’ experience in the financial services industry and joined Renasant Financial Services in 2011. He provides financial services in the areas of pensions and retirement benefits, estates, fiduciary and trusts, taxation, and investment management. Jose strives to help clients maintain balance in a properly diversified asset allocation portfolio, with an acceptable level of risk tolerance. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Jose was born and raised in Puerto Rico. He is bilingual in Spanish and English. Jose is a member of the Ocala/Marion County Chamber of Commerce/Latino Business Council. He enjoys the hobby of Paso Fino Horseback Riding.

Jose holds a Bachelor’s Degree in Business Administration from the University of Massachusetts. He is Series 6, 7, 63 and 65 licensed, held through LPL Financial and is registered for securities in CO, FL. GA, IN, MS, NC, and NY. Jose is also a licensed insurance agent in the state of Florida.

Gina has been servicing the needs of successful individuals and business owners in the North Florida and Tampa Bay markets for 23 years. Her focus is on assisting clients with business succession planning, retirement planning and income generation as well as estate planning.

She resides in Tarpon Springs Florida and is a member of Generations Church in Trinity Florida.

She enjoys traveling to new countries and has visited all 50 states. In her free time, she loves Zumba Fitness dance and country line dancing.

Gina graduated from University of South Florida college of financial planning and obtained her CFP designation in July of 2005. She is a licensed registered investment advisor held at LPL Financial Services, and is registered in Florida, Georgia, Mississippi, Tennessee, Missouri, North Carolina and Pennsylvania.

Pat has been serving the financial and wealth management needs of successful individuals in Georgia for the past 27 years. In 2010, he joined Renasant to lead the introduction of investment and insurance advisory services for clients in their North Atlanta markets. Pat primarily focuses on helping successful individuals identify strategies that aim to protect and/or grow their most important assets. He enjoys getting to know each client’s unique circumstances, goals and concerns in order to provide advice that is more personalized to their specific needs. This comprehensive approach has helped clients make better decisions while creating confidence in their future plans.

Pat resides in Dunwoody with his wife and two sons. They are members of St. Jude the Apostle Catholic Church. Pat enjoys spending time with his family and friends, playing golf, attending major sporting events and volunteering in his community. He is currently a member of The First Tee of Atlanta Board of Directors and immediate Past-President of the Atlanta Colt Youth Association.

Pat received an MBA from Emory University’s Goizueta Business School in 1998 and BA degree from Wake Forest University in 1990. He has been selected as a Five Star Wealth Manager by Atlanta Magazine again in 2017. Pat is registered as an Investment Advisor Representative through LPL Financial’ s RIA and has earned securities and insurance licenses to serve clients in GA, AL, FL, and SC.

Robert “Bucky” Leach began his career in the financial services industry in 1991 and has served in his current role since 1998.  He specializes in wealth management, insurance and investment planning for individuals and businesses.  Bucky provides advice and strategies designed with a goal to address specific goals.  His team at Renasant Financial Services, LPL Financial, help provide clients with planning and management resources to focus on financial growth opportunities.

Bucky and his wife, Jenna, have two children and reside in Albany, Ga. where they attend Porterfield Methodist Church.  Bucky serves on the Foundation Board of Phoebe Putney Memorial Hospital and is a member of the Albany Rotary Club and Doublegate Country Club where he once served as President of the Board of Directors.  He enjoys hunting, fishing, and golfing while spending time with family and friends.  His canine companion, Bear, is usually by his side.

Bucky graduated from Mercer University with a BBA in Business and is Series 6, 7, 63 and 66 licensed, held through LPL Financial, and is registered for securities trading in 28 states. 

Cole Mitchell is a Financial Advisor with Renasant Financial Services, proudly serving clients in Albany, Georgia, and the surrounding region. A lifelong resident of Albany, Cole is committed to helping individuals and families achieve their financial goals through thoughtful planning and personalized advice.

Known for his local roots, client-first approach, and deep understanding of investment and insurance strategies, Cole is dedicated to building long-term relationships based on trust, transparency, and results.

Cole joined Renasant in 2023, bringing with him a strong academic foundation and a passion for client service. He holds degrees in Finance and Real Estate from the University of Georgia’s Terry College of Business and is licensed with the Series 7 and Series 66 registrations, held at LPL Financial,  as well as a State of Georgia Insurance License. Cole is registered to offer securities in Georgia, Florida, and Alabama.

Kelly joined Renasant Financial Services in 2015.  She has over 30 years of experience in the financial services industry.  Kelly currently serves as a Senior Financial Advisor with Robert “Bucky” Leach and his team in the Albany, Georgia office.  Kelly enjoys working with clients to provide advise with a “need based” approach to finding solutions for their personal needs and financial goals. 

Kelly is a native of Pensacola Beach, Florida but has called Albany home for better part of the last 30 years.  She has two grown children, Kasey and AJ.  Outside of work, she prefers spending most of her time with her two grandchildren, Addison and Greyson.  She attends Hope City United Church. 

Kelly is Series 7 & 66 licensed, held through LPL Financial,  and registered in Georgia. 

Adam has been serving the financial and wealth management needs of individuals in Georgia for the past 5 years. He began his career with Renasant in 2015 as a bank employee, where he gained valuable experience in banking services before transitioning into wealth management. Today, Adam focuses on helping successful individuals identify strategies to preserve and manage their most important assets. He believes in getting to know each client’s unique circumstances, goals, and concerns to offer personalized advice. His comprehensive approach helps clients make well-informed decisions and builds confidence in their future financial plans.

Adam resides in Canton with his wife and their dog. He is a dedicated Braves fan, enjoys playing tennis, and involves himself within his community. If he is not found at home or at a Braves game, you can find him traveling across the US or abroad.

Adam earned his Bachelor of Business Administration from the Coles College of Business at Kennesaw State University. While attending KSU, Adam was an Honors Scholar, and President of Model United Nations where he competed and won regional and international competitions. Adam enjoyed his time at KSU and uses those valuable skills in every aspect of his career. Adam is registered as an Investment Advisor Representative through LPL Financial and has earned securities and insurance licenses to serve clients in Georgia.

Joe has been in the financial services industry since 2005. Joe and his wife Karen have two children, Cole and Abbie. They are life-long residents of Powell, TN and are members of Powell Church. Joe has been involved with youth sports in the Powell and Knoxville area for many years. He currently serves as an assistant varsity basketball coach in East Tennessee at Seymour High School[TS1] . Joe is also a veteran of the United States Marine Corps, serving from 1991 to 1997.

He is an LPL registered Financial Advisor and a licensed insurance agent for the state of Tennessee. He holds the A.A.M.S. designation (Accredited Asset Management Specialist). He is Series 7, 63 and 66 licensed, held through LPL Financial, and is registered for securities in 12 states: AL, FL, GA, IN, KS, KY, NC, NJ, NY, OH, TN & TX.

After a two year college coaching stint, Rip began his banking career as a loan officer and branch manager. In 1987, he was recruited to join his Firm’s Capital Markets Bond Department as a Financial Advisor. He has worked for several financial institutions throughout his career, and in the 1990’s he established the first community bank investment program in the state of Tennessee. Rip’s mission is to tailor individual savings and investment strategies to help clients meet and exceed their financial goals.

Rip is a life-long resident of Nashville. He and his wife Lynn have three children. Rip stays active by coaching middle school and summer basketball teams. He currently has 15-20 former players competing collegiately. He is also the former President of the Grassland Athletic Association which oversaw more than 2,000 youth participants.

Rip holds a Bachelor of Arts degree in political science and a Master of Science degree in education from the University of Tennessee. He has earned Series 7, 63, 65 and 24 licenses held through LPL Financial. Rip is registered to do business in AL, CA, FL, GA, HI, IL, KY, MS, OR, SC, AND TN.

Michael Robinson became a Certified Financial Planner in 2003 and spent the next three years meeting with clients and preparing financial plans based on their individual needs and future. He began his current role as an LPL Financial Advisor with Renasant Financial Services in 2006. He utilizes his previous financial planning experience to offer advice to align with the client’s personal needs and goals with the proper financial product.

Michael and his wife have two children. He has lived in the Memphis area since 1983 and is a member of Faith Baptist Church of Bartlett, TN. He also volunteers for the American Cancer Society.

Michael holds a B.B.A in finance from the University of Memphis. He also holds a degree in Certified Financial Planning from the Metropolitan State College of Denver and earned the designation of Certified Financial Planner™ in 2003. He has earned his Series 7, 63, and 65 licenses, held through LPL Financial.

Will has been in the financial service industry since 1996 and joined Renasant Financial Services in November 2017. Will has been licensed to provide investment services since 1999. Will provides advice and strategies for clients based on their individual financial goals and objectives. Will uses a combination of strategies using insurance products, mutual funds, stocks, bonds and other investments to pursue clients’ investment goals.

Will and his wife Anna have two children. A life long resident of Bristol, Tennessee, they attend Tennessee Avenue Baptist Church. He is active in the community and has been on the board of the local Kiwanis Club, PTA chairman and church council.

Will holds a Bachelor’s degree in Business Administration. He graduated from East Tennessee State University in 1995. Will is Series, 6, 7, 63, and 65 licensed, currently held with LPL Financial. He is registered in GA, TN, VA, and TX. He is LPL registered as an Investment Advisor Representative and insurance licensed in Tennessee.