Our Associates
Paul Berry, President
Phone: (205) 985-7710
Fax: (205) 985-7760
E-mail: Paul@covenant-group.com
CERTIFIED FINANCIAL PLANNER™
Securities Licenses Series 7, 24, 63
Insurance Licenses Life, Heath, and Accident
Paul has been in the financial industry since 1985, founding The Covenant Group 18 years ago. Paul is a graduate of Jacksonville State University with a degree in Political Science and Economics. He completed all requirements to obtain the professional certification of a Certified Financial Planner™ practitioner in 1988.
Paul served as one of the original board members for the Christian Financial Planning Institute founded by Larry Burkett, and has served an instrumental role in the development of the Christian Financial Professionals Networkas one of the original sixteen Founding Members for the national organization structured under Ron Blue's leadership. Paul's community involvement has included serving on the boards of several Christian, non-profit organizations including First Priority, JH Ranch, and currently serving as on the Board of Directors for Safe Harbor Ministries.
Paul is a past serving Deacon and Elder at Shades Mountain Bible Church.
Paul is married to Robbie and has three children: Rodney, Michelle, and Rachel. Jason Crowe, Investment Professional
Phone: (205) 985-7710
Fax: (205) 985-7760
E-mail: Jason@covenant-group.com Jason has been in the financial services industry for seven years. He has built a book of business that ranges from individual clients to businesses. He specializes in retirement planning and 401(k) management. Jason holds a FINRA Series 7 and 66 license as well as life and health insurance licenses. He has served on the board at Lifesong Church. Jason lives in Birmingham with his wife and son where he is an active member and deacon at Briarwood Presbyterian Church. 
Ed Roberts, Investment Professional Nancy Coker, Sales Associate
Nancy S. Coker, Director of Client Services, works closely with the advisors in a sales assistant capacity. Her job can best be described as client service specialist. She is responsible for doing the paperwork necessary to establish new accounts through The Covenant Group as well as the one who handles all administrative-type requests such as the handling of paperwork with regards to additional investments for existing accounts, beneficiary changes, distribution requests, etc. Paul sometimes refers to her as the “hub” since her job requires that she know what everybody in the office is doing for each client and how all those pieces fit together. She supervises the firm’s administration as it relates to client accounts and is the staff liaison who communicates with the Home Office Compliance Department. Nancy has worked in the financial services industry since August of 2000. She is a graduate of Vestavia Hills High School and attended Samford University for two years before transferring to the University of Montevallo. She holds a Bachelor of Science degree in Elementary Education from Montevallo with a concentration in Social Sciences and has nine hours of work on her Master of Education degree. The sudden death of Nancy’s first husband, Joe, in November of 1999 necessitated her return to the workforce and a change in career direction. Nancy married her second husband, Carmon Paul Coker Jr., in September of 2002 and lives in Columbiana. Their family also includes Nancy’s two children from her first marriage, Jake and Julie. She is an active member of First Baptist Church of Columbiana. Nancy enjoys spending time with her family as well as reading, playing the piano, cooking, decorating, crocheting and traveling when she has opportunity.
|