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  • L. Jerry Mitchell
  • Ben Wallace
  • Thomas B. Bedsole, Jr.
  • Tommy R. West
  • E. Landon Crane
  • J. Adam Causey
  • Nancy M. Brown
  • George C. Smith, Jr.

One Clear Voice

It’s always important to have one clear voice. One that rises above the crowd. One that can guide you in the formation of a wealth management strategy plan designed to fulfill the goals you set for your future. The voice of
Jackson Thornton Asset Management.

 

It’s the core of what we do. And it comes down to knowing when to listen, and when to act.

We speak with a clear voice, one that calls for efficient wealth management. We take the essential elements of an effective wealth management strategy, from investment and estate planning to tax and charitable giving, and integrate them into one clear plan. Our goal: to determine your objective and needs, and work with you to develop the appropriate solutions to meet them.

 

Our Team

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  • lanny

    E. Landon Crane (Lanny), CPA

    Lanny Crane is a native of Montgomery. He graduated from Auburn University in 1959 and joined Jackson Thornton in 1960. He provided traditional CPA tax and accounting services to firm clients until 1999 when he became an investment advisor with the then newly formed Jackson Thornton Asset Management, LLC division of the accounting firm.

    Lanny has a long history of community involvement including serving as a United Way Campaign Chairman and as a founding member of Leadership Montgomery and the Central Alabama Community Foundation.

    Email: lanny.crane@jt-am.com
    Phone: 334.240.3643
    Fax: 334.240.3692

     
  • george

    George C. Smith, Jr., CPA/PFS

    George Smith was born in Opelika, Alabama and lived in Montgomery and Pensacola during his youth. He graduated from Auburn University in 1972 and joined Jackson Thornton that year. George’s focus was primarily tax with industry expertise in the medical and timber areas. He joined the Jackson Thornton Asset Management team in 2009.

    George is a past president of both the Montgomery Lions Club and the Children’s Center of Montgomery and is currently an active board member of the Montgomery Chamber of Commerce.

    Email: george.smith@jt-am.com
    Phone: 334.240.3661
    Fax: 334.956.5061

     
  • jerry

    L. Jerry Mitchell, CCO, CPA/PFS, AIF®

    Jerry grew up in the Fort Payne area of Alabama. He graduated from Auburn University in 1973 and joined Jackson Thornton as a staff accountant.

    Jerry and his brother started the utility industry specialization group within Jackson Thornton in 1993. His utility niche was the telecommunications clients of the firm, including telephone company cooperatives, independently owned telephone companies, cellular telephone businesses, broadband and cable television systems. His specialization allowed him to work closely with these companies to improve their profitability and meet their regulatory responsibilities. The industry entered a phase of consolidations and many Jackson Thornton telecommunications clients sold their businesses. They began to realize that their investment portfolios needed as much attention and guidance as their operating businesses had required. Jerry made the transition from the utility specialization group to the asset management group in 2006 where he primarily serves former telecommunications clients of the firm.

    Jerry is Jackson Thornton Asset Management's Chief Compliance Officer, a CPA, holds the Personal Financial Specialist (PFS) designation of the American Institute of CPAs and the Accredited Investment Fiduciary (AIF®) designation of the Center for Fiduciary Studies.  

    Email: jerry.mitchell@jt-am.com
    Phone: 334.240.3688
    Fax: 334.956.5088

     
  • tommyb

    Thomas B. Bedsole, Jr. (Tommy), CPA/PFS

    Tommy was raised in Dothan, Alabama and became one of the initial employees when Jackson Thornton opened its Dothan office in 1981. He is a graduate of Troy University and is a member of its Accounting Department Hall of Honor in recognition of professional success and long-term contributions to the profession.

    Tommy is a licensed CPA and holds the Personal Financial Specialist (PFS) designation of the American Institute of Certified Public Accountants. He continues to work with individuals and closely held businesses in the areas of tax planning and consulting. He became an investment advisor in the Jackson Thornton Asset Management division of the firm in 2007.

    Email: tommy.bedsole@jt-am.com
    Phone: 334.699.5244
    Fax: 334.956.5016

     
  • tommyw

    Tommy R. West, CPA/PFS

    Tommy, a native of Troy, Alabama, graduated from Troy University in 1981 and joined Jackson Thornton that year. He is a CPA and holds the Personal Financial Specialist (PFS) designation of the American Institute of CPAs. Tommy became a registered investment advisor and joined Jackson Thornton Asset Management in 2001.

    He is actively involved in the community serving as treasurer of The First Baptist Church Foundation, and currently serves on the Leadership Montgomery and Baptist Health Care Boards. His past community service includes United Way and Brantwood Children’s Home.

    Email: tommy.west@jt-am.com
    Phone: 334.240.3652
    Fax: 334.956.5052

     
  • Nancy-Brown

    Nancy M. Brown, CPA, RPA

    Nancy was born in Saigon, Vietnam. At the age of three, her family settled in Montgomery where she spent her youth. She graduated from Auburn University at Montgomery in 1995 and joined Jackson Thornton a month later.

    Nancy’s focus was primarily accounting and auditing with a concentration in employee benefit plans. She is a CPA and has earned the RPA (retirement plan associate) designation, having passed three comprehensive exams and met the standards established by the International Foundation of Employee Benefit Plans. She became an investment advisor and joined the Jackson Thornton Asset Management team in 2012 to consult retirement plan clients.

    Her community service includes the Kiwanis Club and she volunteers as a Vietnamese interpreter for the Autauga, Elmore and Montgomery county public school systems.

    Email: nancy.brown@jt-am.com
    Phone: 334.512.0206
    Fax: 334.956.5032

     
  • adam-causey

    Adam Causey, CPA/PFS

    Adam, who joined Jackson Thornton 2006, is a CPA and holds the Personal Financial Specialist (PFS) designation of the American Institute of CPAs. Prior to joining Jackson Thornton Asset Management, he provided tax and consulting services for small businesses and individuals. Adam is a past president of the Jackson Thornton Young Professionals group and a former Board member for the Alabama Society of Certified Public Accountants and the Montgomery Zoological Society. He served as Treasurer of EMERGE and was selected as a member of the Montgomery Museum of Fine Arts Junior Executive Board in 2013. Adam is also a member of the Auburn University Association Alumni Board. He received his undergraduate degree from Auburn University Montgomery.

    Email:  adam.causey@jt-am.com
    Phone: 334.240.3691
    Fax: 334.956.5090

     
  • Ben-Wallace

    Ben C. Wallace, CPA

    Ben joined Jackson Thornton in 2005 and hold the Certified Public Accountant designation. Prior to joining Jackson Thornton Asset Management, he specialized in small business tax and audit. Ben is a board member and Past Chairman of the Dothan Area Young Professionals. He is also the President of the Dothan Landmarks Foundation and Treasurer for the Wiregrass Auburn Club and has served as Treasurer for the Dothan Cultural Arts Center. Ben was recently named one of Dothan Magazine’s “Top 40 under 40.” He received his undergraduate and graduate degrees from Auburn University.

    Email: ben.wallace@jt-am.com
    Phone: 334.669.5252
    Fax: 334.793.7004

     

News

  • Do Rising Rates Spell Doom For REITs?

    By Larry Swedroe:As we have discussed many times, much of the conventional wisdom on investing is simply wrong. For our purposes, we can define conventional wisdom as those ideas that are so commonly accepted that they go unquestioned. Today, we'll[…]

    Read more...
  • The Long And Short Of The Low-Volatility Anomaly

    By Larry Swedroe:As far back as the early 1970s, research has shown that the lowest volatility stocks have provided better returns than the highest volatility stocks. These findings run counter to economic theory, resulting in the low-volatility anomaly. The academic[…]

    Read more...
  • Does Taking Corporate Credit Risk Add Value?

    By Larry Swedroe:Earlier this week, we looked at whether adding credit risk in the form of lower investment-grade municipal bonds was an efficient approach to improving returns. The evidence is clear that this isn't the case. In fact, taking more[…]

    Read more...
  • Do Lower Investment-Grade Municipal Bonds Add Value?

    By Larry Swedroe:The Federal Reserve's zero-interest rate policy is now well into its fifth year, probably far longer than most - if not all - investors were expecting. This persistence of low interest rates has pushed many investors to stretch[…]

    Read more...

Resources

  • The Guide to Happy Giving

    By Tim Maurer Giving Tuesday might officially be behind us, but let’s face it—we’re just getting started. The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving? Whether you’re giving to a family member, a friend or a cause, please consider the following four directives as a guide to happy giving: 1) Give out of impulsion, not...

  • The Million Dollar Question: "How Am I Doing?"

    You may have seen the television ads that pose the big question: “What’s your number?” The number refers to the balance you need in your investment account to live comfortably in retirement. If these ads make you wonder how you are doing, you are not alone.   A single specific number cannot answer all your financial questions. Still, financial feedback is very valuable.   Whether in school, on the job or at the gym, feedback is essential for meeting goals. It reinforces good habits and motivates...

Services

Financial Planning

planning

One Clear Difference.

Strategy: a well-thought-out plan to succeed, to act rather than react. It’s a better way of doing things. By focusing on your wealth strategy rather than day-to-day market fluctuations, Jackson Thornton Asset Management helps keep you above the fray. We understand that while maintaining a set course is important, your needs and objectives may change over time. So for effective wealth management, we provide another constant: a continual process where we periodically meet with you, to keep your plan on course.

Tax Analysis

tax

One Clear Strategy.

We provide a platform designed to deliver capital market rates of return with both cost and tax efficiency. As CPA’s, we can provide insight into the tax complexities and manage your total portfolio by both investment selection and placement. In addition to seeking broad global diversification according to the tenets of Modern Portfolio Theory, we assist with appropriate asset location between taxable versus tax-advantaged accounts. We apply these techniques for individual investors, retirement plan sponsors and institutional client relationships alike.

Investment Services

investment

One Clear Philosophy.

Our Core Investment Beliefs: Disciplined Investment. Proactive Management.

  • Risk and expected return are related.
  • Financial markets are efficient at processing information. Security prices reflect the knowledge and expectations of all investors.
  • No one can predict the future of financial markets.
  • Investment portfolio construction and management require planning, structure and discipline.
  • Investment diversification, achieved by a structured asset allocation, provides risk management.
  • Periodic portfolio balancing maintains asset class diversification and adds the discipline of buying low and selling high.
  • Controlling investment costs, income taxes and asset placement increases net investment return.

Portfolio Analysis

portfolio

One Clear View.

We are independent, fee-only advisors, offering objective advice and acting in each client’s best interests. We understand that successful relationships are built on trust. We respect and protect the privacy of you, your family and your business interests, providing a secure atmosphere to review your portfolio and manage your wealth.

Retirement Planning

retirement

One Clear Vision.

It takes a certain perspective to see the big picture. It’s our task to assist clients to see those possibilities that they may not recognize on their own – to envision and implement a clear retirement planning strategy to realize their goals.

As your trusted advisor, we know that managing your retirement plan isn't simply about acquiring assets. It's about you. That's why our retirement planning services focus on you: discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:

  1. Discovery -- Before any planning takes place, we discover what's important to you.
  2. Planning -- Before any commitment is made, we present a written plan.
  3. Commitment -- Before we become your advisor, we mutually commit to your plan for success.
  4. Regular Progress -- Through targeted strategy, we seek to help you achieve your goals.

Contact Us

We want to hear from you!

Call: 334.834.7660 (Montgomery) or 334.793.7001 (Dothan)
Email: info@jt-am.com

200 Commerce Street
Montgomery, AL 36104

304 Jamestown Boulevard
Dothan, AL 36301

Montgomery:
Nancy Hubbard | 334.261.6461
Kim Mason | 334.240.3693
Patricia Melton | 334.261.6484
Angie Smith | 334.240.3687

Dothan:
Angie Andrews | 334.699.5259
Suzi White | 334.699.5222

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