Meet the Team

Terry Nager


Terry earned his bachelor’s in “Business Administration” from Principia College. He became a CERTIFIED FINANCIAL PLANNER ™ professional in 1980, becoming the second CFP® in the Mobile, Alabama area.

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David Lindsey


David E. Lindsey is a CERTIFIED FINANCIAL PLANNER™ professional and has been active in the investment industry since 1986.

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Eric Nager

Investment Advisor Representative

Eric is a Dave Ramsey SmartVestor Pro to help with your retirement, college savings, and other investments.

As a SmartVestor Pro…

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Michelle Hunt

Ramsey Preferred Coach, Office Manager

Michelle Hunt was with Southern Capital Services, Inc. at its inception in 1982. It was during these formative years for Southern Capital Services, Inc. that Michelle earned her CERTIFIED FINANCIAL PLANNER™ certification and taught the “Successful Money Management” seminars.  

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Charlotte Straight

Comptroller, Trading & Compliance

Charlotte Straight brings to Southern Capital over 20 years of community banking experience where she served in many capacities including human resources, vendor management, and accounts payable.

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Kristi Lawhorn

Design Developer & Administration

Kristi Lawhorn has been with Southern Capital Services, Inc. since 2008, both part time and full time. During her experience with the company, she has been involved in project management, designing, event planning, and administrative work.

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Ashleigh Donnelly

Office Administration

Ashleigh Donnelly is our newest team member exemplifying both a professional attitude and a passion to serve our clients.

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