Eric Cantrell

Mount Olive, AL

Eric founded Six8 Advisors to serve families and employers who are often overlooked by traditional advisory firms.  He has a passion for helping businesses and their employees realize the potential of their retirement plan.    Eric has worked in employee benefits and financial services since 2001, leading organizations that managed benefit and retirement programs for groups ranging from two employees to more than 100,000.  Prior to Six8 Advisors, Eric most recently served as President and CEO of Collateral Benefits Group and Chief Compliance Officer of Collateral Financial Advisors. In Eric’s 11 years with Collateral, he spent much of his tenure as COO or CEO and saw the company grow from a startup into a multi-million dollar benefits and investment firm.     Eric Cantrell holds a MBA from the Manderson Graduate School of Business at the University of Alabama and a Bachelors of Science Degree from the University of Alabama at Birmingham with a double major in Accounting and Quantitative Methods (Magna Cum Laude).    Eric married his high school sweetheart, Wendy, 20 years ago and they have three children. He enjoys watching his children play sports, and he loves spending time at the lake. He is quite an avid wake surfer and snow skier.     ecantrell@six8advisors.com

Eric founded Six8 Advisors to serve families and employers who are often overlooked by traditional advisory firms.  He has a passion for helping businesses and their employees realize the potential of their retirement plan.

Eric has worked in employee benefits and financial services since 2001, leading organizations that managed benefit and retirement programs for groups ranging from two employees to more than 100,000.  Prior to Six8 Advisors, Eric most recently served as President and CEO of Collateral Benefits Group and Chief Compliance Officer of Collateral Financial Advisors. In Eric’s 11 years with Collateral, he spent much of his tenure as COO or CEO and saw the company grow from a startup into a multi-million dollar benefits and investment firm.

Eric Cantrell holds a MBA from the Manderson Graduate School of Business at the University of Alabama and a Bachelors of Science Degree from the University of Alabama at Birmingham with a double major in Accounting and Quantitative Methods (Magna Cum Laude).

Eric married his high school sweetheart, Wendy, 20 years ago and they have three children. He enjoys watching his children play sports, and he loves spending time at the lake. He is quite an avid wake surfer and snow skier.

ecantrell@six8advisors.com

Jamey rogers

Hoover, AL

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    Jamey has over 25 years of experience in sales, sales management, and business operations with over twelve years of experience in human resources and employee benefits.  After receiving he degree in marketing from the University of Alabama at Birmingham, Jamey worked in the sales division of The Berry Company for fourteen years before joining the Collateral Companies as a Vice President.   While at Collateral, Jamey directed the company sales efforts for group & individual portfolio sales in the Alabama K-12 and Community College educational market as well as managing the sales and communication of voluntary benefits for this market.  Jamey rose to Senior Vice President of Collateral Benefits Group where he also served as Chief Compliance Officer for Collateral Financial Advisors, LLC, a subsidiary of Collateral Benefits Group.  As a Six8 Advisor, Jamey works with employers and individual investors to assist in navigating the often complex world of financial and retirement planning.  jrogers@six8advisors.com

Jamey has over 25 years of experience in sales, sales management, and business operations with over twelve years of experience in human resources and employee benefits.

After receiving he degree in marketing from the University of Alabama at Birmingham, Jamey worked in the sales division of The Berry Company for fourteen years before joining the Collateral Companies as a Vice President. 

While at Collateral, Jamey directed the company sales efforts for group & individual portfolio sales in the Alabama K-12 and Community College educational market as well as managing the sales and communication of voluntary benefits for this market.

Jamey rose to Senior Vice President of Collateral Benefits Group where he also served as Chief Compliance Officer for Collateral Financial Advisors, LLC, a subsidiary of Collateral Benefits Group.

As a Six8 Advisor, Jamey works with employers and individual investors to assist in navigating the often complex world of financial and retirement planning.

jrogers@six8advisors.com

LARRY WALL

CAP, CFP® - Hoover, AL  

Larry seeks to motivate and assist clients as they create and implement a comprehensive plan for their investments, their finances, and often times their business. Larry takes pride in knowing that his clients have confidence that their financial   goals are moving in sync with their values.    Larry has been helping families and institutions with their financial management since 1981. Prior to Six8 Advisors, Larry worked 16 years as a Trust and Estate Planner with several major financial institutions. During those years, his experience included trust administration, estate and financial planning, and asset management. Larry has also completed the three year course of study with the Southern Trust School.     Larry’s career in banking culminated in 2000 as the Senior Vice President of the $1.4 billion unit of the Charitable Funds Management Group for Wachovia Bank in Virginia. Since 2003, Larry has been an independent advisor with a regional firm and as a solo practitioner. In 2004, Larry attained the professional designation of Charted Advisor in Philanthropy (CAP). Ever furthering his knowledge and expertise, Larry completed the certification process to be a Certified Financial Planner® professional in 2015.    Larry enjoys coaching his son in baseball, and being an Assistant Scoutmaster in his son’s Troop 5 of Christ Church United Methodist Church. Larry has been married to Paula since 1985.    lwall@six8advisors.com

Larry seeks to motivate and assist clients as they create and implement a comprehensive plan for their investments, their finances, and often times their business. Larry takes pride in knowing that his clients have confidence that their financial goals are moving in sync with their values.

Larry has been helping families and institutions with their financial management since 1981. Prior to Six8 Advisors, Larry worked 16 years as a Trust and Estate Planner with several major financial institutions. During those years, his experience included trust administration, estate and financial planning, and asset management. Larry has also completed the three year course of study with the Southern Trust School.

Larry’s career in banking culminated in 2000 as the Senior Vice President of the $1.4 billion unit of the Charitable Funds Management Group for Wachovia Bank in Virginia. Since 2003, Larry has been an independent advisor with a regional firm and as a solo practitioner. In 2004, Larry attained the professional designation of Charted Advisor in Philanthropy (CAP). Ever furthering his knowledge and expertise, Larry completed the certification process to be a Certified Financial Planner® professional in 2015.

Larry enjoys coaching his son in baseball, and being an Assistant Scoutmaster in his son’s Troop 5 of Christ Church United Methodist Church. Larry has been married to Paula since 1985.

lwall@six8advisors.com

JOELLEN GREENWELL

Decatur, AL

JoEllen has worked in the income tax, accounting and financial services area for over 25 years.     She has worked in the securities industry since 2004: helping clients plan for retirement, manage assets, and achieve their financial goals.  She currently holds Series 6, 63, and 26 licenses.  In 1992 she founded Gold Rush Tax & Accounting in Decatur, AL where she specializes as an Enrolled Agent in income tax planning, representation work along with income tax preparation for individuals, small business and corporations.  She has three children ages 33, 29 and 11 years old and three grandchildren.  She volunteers as a Court Appointed Special Advocate, “CASA”, for the children in Morgan County, Alabama.  She enjoys watching her 11-year-old son play travel baseball and spending time with her grandchildren on their family farm.   jgreenwell@six8advisors.com

JoEllen has worked in the income tax, accounting and financial services area for over 25 years.   

She has worked in the securities industry since 2004: helping clients plan for retirement, manage assets, and achieve their financial goals.  She currently holds Series 6, 63, and 26 licenses.

In 1992 she founded Gold Rush Tax & Accounting in Decatur, AL where she specializes as an Enrolled Agent in income tax planning, representation work along with income tax preparation for individuals, small business and corporations.

She has three children ages 33, 29 and 11 years old and three grandchildren.  She volunteers as a Court Appointed Special Advocate, “CASA”, for the children in Morgan County, Alabama.  She enjoys watching her 11-year-old son play travel baseball and spending time with her grandchildren on their family farm.

jgreenwell@six8advisors.com

 
 

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