ABOUT US

ABOUT US

Derrell G. Crimm, CFP®, CRPC®

Senior Partner

Derrell grew up playing sports through high school and college and, as a baseball player at the University of Alabama, loved being part of a team. After college, Derrell became a minister, where he began serving and counseling his congregants. Team play and a servant's heart led him to the financial planning arena. Derrell loves the collaborative approach of working with clients to accomplish their financial goals. He has more than 15 years' experience as an independent financial planner working with families, business owners, military personnel, and the ministerial community.

As a business owner himself, Derrell understands the challenges of this dynamic environment where you balance the financial needs of the business and your family. Derrell and the team at AC Financial Partners specialize in family and business financial matters from estate planning, business succession, and retirement planning, to comprehensive investment strategies.

Derrell spent his formative years traveling the world as the son of a military father. He spent more than 10 years in Germany and various U.S. postings before returning to his family home in Alabama. College led Derrell to the University of Alabama, where he received his BS in commerce and business administration majoring in accounting. He next received a Master of Divinity from Southwestern Baptist Theological Seminary in Fort Worth, Texas. Prior to joining AC Financial Partners in 2003, Derrell directed retirement, investment, tax, and compensation planning for the Alabama Baptist Convention, State Board of Missions.

Derrell is an active member of the community, where he served on the Vestavia Hills Chamber of Commerce board of directors as chairman of the business development committee. Derrell is a former board member and member of the Financial Planning Association of North Alabama (FPANA) and a member of the Birmingham Estate Planning Council. He currently serves as chairman of the supervisory committee for Mutual Savings Credit Union. Derrell is also a consultant providing seminars on financial education to the military in all branches of the service on military bases worldwide from Japan to Italy.

Derrell is an avid golfer who can be found most Saturdays at Vestavia Country Club hanging out with his Hoofers golf group. Secondarily, travel and the open road continue to beckon to him. Derrell and his wife, Terry, have a daughter, Kara, in high school and a daughter, Holly, in graduate school.

Professional Certifications / Registrations:

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • FINRA Series 6, 7, 63, and 65 securities registrations (through Commonwealth Financial Network) 

Lisa Gamble, MBA, AFC®, RICP®

Lisa began her career in healthcare, where she worked for 22+ years. Lisa has always had a servant's heart and enjoys helping people and making a difference in their lives.  In her healthcare career she worked in the optometry field; for a large group benefits provider; as a medical practice administrator; and has assisted with regulatory compliance for clinical drug trials.  

At the urging of a close friend, Lisa followed her talents and heart and entered the financial services industry in 2002. She holds a master’s degree in Business Administration and has studied at the University of Alabama, Kennedy Western University, The Association for Financial Counseling and Planning Education, and The American College. Lisa is a Retirement Income Certified Professional® and an Accredited Financial Counselor®. She holds Series 6, 63, and 65 securities licenses; as well as, life and health insurance licenses. 

Lisa provides personal financial counseling to military families in Alabama and a major part of her practice focuses on the unique financial needs of women. She knows there are many changes that come along throughout one’s working career and their retirement years are no different. For most people, retirement brings its own set of challenges and adjustments. Lisa feels strongly that her clients’ financial strategies must be flexible enough to change when life changes, yet solid enough to weather life’s storms.

Lisa and her husband live in McCalla, AL and are empty nesters who enjoy spending time together and being involved in their church.  When time allows, they like to travel and partner together on projects around the house.  She has two grown 'bonus' children and five 'bonus' grandchildren. Lisa considers her life to be full and blessed. 

Lisa provides a variety of financial services, including:

  • Individualized retirement income planning
  • Financial counseling services
  • Insurance services including life, disability, and annuities
  • Group employee benefits including life and group retirement plans (401(k), 403(b), 457(b))
  • Traditional IRAs, Roth IRAs and individual 401(k) plans
  • College savings plans and nonqualified investment accounts
  • Financial training and education via workshops and seminars

“When planning for retirement, remember no deposit today means no withdrawal tomorrow.”

              -Lisa Gamble

Clark Whitaker

Director of Client Services

Clark Whitaker joined AC Financial Partners in 2014 as director of client services. Clark has a strong customer service background and operational skills along with various professional skills that were acquired from over 18 years of experience in the financial services industry.

Clark works directly with our clients. He facilitates the setup of new accounts, movement of assets, and client requests on a daily basis. His goal is to provide the best customer service possible for our clients to ensure their satisfaction.

Teah Jackson

Marketing Coordinator

Teah Jackson joined AC Financial Partners in 2017 as marketing coordinator. She came to the office from Southern Living where she was the marketing research manager. Teah is married to Jeremy Jackson and has two sons, Henry and Maximilian, who are at Pizitz Middle School and Vestavia Hills Elementary Central. 

Teah is responsible for setting up meetings and maintaining our company's calendar. She plans and executes our events, sends out client communications, and maintains our website.