Montgomery Business Journal

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November/December 2016

NEW YORK LIFE INSURANCE COMPANY NAMES MANAGING PARTNER

MONTGOMERY – Sha Embree has been named managing partner of the Montgomery General Office of New York Life Insurance Co.

Embree is mainly responsible for growth of the general office’s profitability, leading the office and agents toward achieving objectives, supervising all agents and registered representatives, and adherence to all regulatory and company standards.

“We are delighted to have Sha join the Montgomery general office,” Michael Gavin, vice president of New York Life’s South Central zone, said in a statement. “Sha’s leadership and expertise will be an asset to the community.”

Embree has worked at New York Life’s Austin, Texas, general office for the past five years with past positions including financial adviser and partner. She received a degree in political science and economics from Southwestern University. 

“I couldn’t be more happy to be a part of the great community of Montgomery, Alabama,” Embree said in a statement. “I’m excited about growing the River Region office to better serve the community.”

JACKSON CLINIC UROLOGIST NAMED CHIEF OF ROBOTICS, MINIMALLY INVASIVE SURGERY

MONTGOMERY – Dr. Brian Richardson has been named chief of robotics and minimally invasive surgery at Jackson Hospital.

Richardson, a urologist with The Jackson Clinic, has performed more than 2,500 surgical and more than 600 robotic cases at Jackson Hospital in the last five years.

“It is an honor and privilege to be selected as the chief of robotics and minimally invasive surgery at Jackson Hospital,” Richardson said in a statement. “During the last five years, we have worked hard to provide cutting edge and minimally invasive surgery in the River Region. Jackson Hospital continues to lead by bringing the most innovative surgical technology to our community and I am proud to be able to continue to lead this work to ensure that our patients receive the best and most advanced care available.”

Richardson was the first doctor in the River Region to perform many complex robotic/laparoscopic/percutaneous urological procedures. He has also served as a proctor/instructor for intuitive surgery to instruct other surgeons to perform robotic surgery.

EXIT HODGES REAL ESTATE ADDS BROKER/MANAGER

MONTGOMERY – Tom Ponder has joined EXIT Hodges Real Estate as a broker/manager.

He began his real estate career as a sales associate and became the youngest agent in the Birmingham real estate market to qualify for life membership in the Birmingham Area Board of Realtors Million Dollar Sales Club.

Ponder moved into a management position with the companies that eventually merged to become RealtySouth. He served as qualifying broker for the Vestavia Hills, Trussville, Hoover, Clanton, and Tuscaloosa offices. He later moved to corporate to oversee the commercial sales division, relocation division and the new construction sales and marketing divisions. Ponder opened Realty Place LLC and within five years his agents had captured a 26 percent market share with 20 agents while his larger competitors with more agents lost market share.

He has been a broker/manager for many offices over a 25-plus year span.

TRIUMPH SERVICES NAMES LOCAL LEADER

MONTGOMERY – Rebecca Cornwell is the leader of Triumph Services’ location in Montgomery.

The organization provides community-based services for adults with developmental disabilities through job coaching, life coaching, social coordination and therapy.

PARTNERS REALTY ANNOUNCES HIRES

MONTGOMERY – Partners Realty announced that Clay McInnis and Glenn P. Sylvest have joined the firm.

McInnis, a real estate developer, was born and raised in Montgomery and has been active in associations and organizations including Downtown Business Association, Montgomery Area Chamber of Commerce, The Gumption Fund, UAB Montgomery School of Medicine Advisory Board, EAT South and Design Alabama. He is an Auburn graduate and attended The Montgomery Academy.

Sylvest joined the firm as a residential Realtor. She is a graduate of the University of Alabama and The Montgomery Academy.

WARREN AVERETT HIRES TWO MANAGERS

MONTGOMERY – Warren Averett, CPAs and Advisors recently announced two hires to its Montgomery office.

Cristy Andrews has joined the firm as a senior manager and Kaleigh Flatt was named regional marketing manager.

Andrews, who specializes in accounting and tax services for clients in the real estate industry, has more than 18 years of experience. She has a bachelor’s degree in accounting and master’s degree in business administration from Auburn University at Montgomery.

Flatt, who has 13-plus years of experience in marketing, branding, training, project management and presenting, will handle marketing for both the Montgomery and Mobile markets as well as Warren Averett Technology Group.

She formerly served in marketing roles for the Alabama Realtors Association, Atlanta Union Mission, Alabama Department of Senior Services and Big City Marketing. She has a master’s degree in public relations and advertising.

RICHARD, HARRIS, INGRAM AND BOZEMAN NAMES SHAREHOLDER

MONTGOMERY – Richard, Harris, Ingram and Bozeman, P.C, announced the admission of Scott Lee as a shareholder with the firm effective Jan. 1.

Lee, who joined the firm in 2006, `actively practices in the firm’s tax and audit sectors with emphases in audits of local city school boards, not-for-profit tax and audit, and tax services to small businesses and individuals.

He received undergraduate and graduate degrees from Auburn University at Montgomery and is a certified public accountant.

Richard, Harris, Ingram and Bozeman is a local certified public accounting firm providing tax, audit, accounting, consulting, and financial planning services to individuals, small businesses, not-for-profit organizations and governments throughout Alabama for more than 65 years.

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