Our Team

IQonic Wealth Management Team

Our team is dedicated to providing you with the very best service, working with you to develop solutions that fit your family's needs. Our focus on client satisfaction and specialized attention combined with our industry knowledge and training creates a climate of success.

 

Nathan Kinard , CFP®

Co-Founder and CEO

Office 501-228-9300


Email

Read Bio

Mac Barnes , CFP®

Co-Founder and President

Office 501-228-9300


Mobile 501-425-7833


Email

Read Bio

Steve Scott

Financial Representative

Office 901-260-2124


Email

Read Bio

Raymond L Bertasi , CLU®, ChFC®, CFP®

Partner

Office 501-228-9300


Email

Read Bio

Drew S Payne , AWMA®, B.S.

Advisor

Office 501-228-9300


Mobile 501-626-8497


Email

Read Bio

Levi Wolters

Chief Operations Officer

Office 501-228-9300


Email

Read Bio

Devon Alpe

Marketing and Client Service Associate

Office 501-228-9300


Email

Read Bio

Abigail Augusta Lee

Client Onboarding Specialist

Office 501-228-9300


Email

Read Bio

Nicole Neely

Director of Investment Services

Mobile 501-800-6533


Email

Read Bio

Kevin Richardson

Financial Planning Analyst

Office 501-228-9300


Email

Read Bio