CB&S Investments

Meet Our Team

Financial Services Director
Phone: 205-905-3666

Meet Forest Suber. Forest began his career in the investment services industry in 1989 through Metropolitan Life Financial Services as a Representative, then Marketing Director, and Branch Sales Manager. He worked for an International Bank/Broker Dealer for the last two decades as a Senior Vice President and Regional Investment Sales Manager with BBVA. Forest earned his Bachelor of Science degree from Auburn University in Education and has continued his studies through industry licensing, earning a Certified Retirement Counselor designation, and advanced speaking and presentation courses. Personally, he is active in his Church, enjoys golf and fishing, spending time with his family, and coaching youth sports. Joining CB&S Financial Services is an excellent way for Forest to feed his passion for helping people realize their financial goals through proper planning. As a Financial Services Executive with over 30 years of experience, he feels fortunate to lead teams in delivering comprehensive financial solutions for families through advisory and brokerage investments.


Rick McGimsey

Financial Advisor
Phone: 205-876-3732

Meet Rick McGimsey. Born and raised in Birmingham, Alabama, Rick graduated from W.A. Berry High School and received a Bachelor of Science degree from the University of Alabama. He also attended the University of Alabama in Birmingham Graduate School of Business from 1977 - 1980. Rick’s business experience includes work as Benefit Authorizer with the Social Security Administration. He began his investments career with E.F. Hutton in 1984 and has worked in the financial services industry since. He joined CB&S Financial Services, Inc. in 2009. Rick married Peggy in 1980, and they have two daughters, Carrie and Katie. He enjoys fishing at the family lake house in Shelby County, sailing at the Birmingham Sailing Club at Logan Martin Lake, and occasionally playing a round of golf. The investment and insurance industries continue to change dramatically. It is the job of a good Financial Advisor to assess the objectives, parameters, and personal feelings of clients and make recommendations that best fit their needs.

Belma Cager

Financial Advisor
Phone: 662-483-6011

Meet Belma Cager. Belma grew up in the town of Brookhaven, Mississippi. He has been a financial advisor since 2011. Belma is a graduate of Alcorn State University with a Bachelor’s degree in Agribusiness Management and earned an MBA from Belhaven University. He and his wife, Dr. Nikki Cager, live in Clarksdale, Mississippi. His experience in finance has allowed him to be knowledgeable of all aspects of financial services including wealth strategies, investment management, banking and lending, and risk assessment. As a financial advisor, his mission is to create a financial plan that is tailored to help you reach your individual goals. He is committed to helping preserve and grow your hard earned money by helping you find the right financial solutions to meet your individual needs.

LeAnn Farris

Associate Financial Advisor
Phone: 256-306-6945

Meet LeAnn Farris. LeAnn spent her childhood in the small town of Danville, Alabama. She has been providing financial advice since 2004. Over the past decade, her experience has taken her through all aspects of the financial services industry, including wealth strategies, investment management, banking and lending, and risk assessment. As a financial professional, her mission is to understand your financial goals, help you create and implement a comprehensive financial strategy to achieve your goals, and partner together as life happens to keep you on track. With a goal to preserve and grow your hard-earned money, she is committed to helping you find the right investment solutions to meet your individual needs. When not at work, she enjoys RV’ing with her husband Chris and their two children: Carter and McKenzie.


Financial Advisor
Phone: 256-705-1980

Meet Julien Lahiere. Born and raised in Huntsville, Alabama, Julien Lahiere graduated from Huntsville High School in 1984. He received a Bachelor’s of Arts from Auburn University in 1988 and, after graduate school, began his career in the Financial Services industry as a Registered Representative with Dean Witter in 1995. Using the training and experience gained at Dean Witter, Julien became an Investment Officer for Compass Bank in 1998 where he practiced for over 23 years. During this time, he became a Certified Retirement Counselor (CRC) in 2007 and earned the title of Senior Vice President. In 2021, Julien joined CB&S Financial Services. His primary business interests are to create reasonable investment, retirement, and legacy solutions based on meaningful relationships built with the trust of his clients and their families. Julien continues to live in Madison County with his wife and family and pursues his love of dogs, outdoor recreation and gardening.

Financial Advisor
Phone: 662-435-6259

Meet Mitchell Griffin. Mitch has over 23 years of experience in the Financial Services Industry. He began his career with AXA Advisors and recently joined CB&S Bank. Mitch is firmly committed to long-term client relationships and, through financial planning, assists his clients with retirement, education, estate and insurance planning strategies. Mitch and his wife have two children. He is a life-long resident of Columbus and a member of First Baptist Church. He is past deacon chairman and serves as a deacon on the Finance Committee of First Baptist Church. Mitch serves on the FCA Fellowship Christian Athletes Board and Salvation Army Board and is a member of the Emmaus Community. Mitch is series 6, 7, 63, 65, and 24 licensed. He is a registered Investment Advisor Representative and Licensed insurance agent in Alabama and Mississippi.

Financial Advisor
Phone: 256.710-4112

Meet Christopher R. Smith, CFP®. Chris has 38 years of experience in financial services. He spent the first 20 years of his career in banking and the last 18 years have been in Investments. Chris received his Certified Financial Planner® certification awarded by the Certified Planner Board of Standards, Inc. in May 2002. He is a graduate of University of South Alabama Banking School and joined CB&S Financial Services in July 2022. He is able to provide an array of financial services including wealth management, retirement planning, college planning, and investment planning. Chris is also able to assist clients focus on estate issues and work with their advisors in developing their estate plan. Chris lives in Florence and has been married for 34 years to Belinda, and they have two sons, Colby, 27, and Colt, 22. He enjoys deer hunting, bass fishing and spending time with family.

Financial Advisor
Phone: 205-482-4512

Meet Scott Perkins. Scott is a graduate of The University of Alabama at Birmingham where he received his degree in Business Marketing. Scott and his wife, Jeannie, live near Lake Martin and have been married for 27 years. They have four children: Allen, Daniel, Anna, and Katie. In his spare moments, he enjoys spending time with his family and dogs, running, being outdoors, cooking, and watching college football. On occasion in the summer, he enjoys skiing on the lake with his children, and in cold weather can sometimes be found sleeping in a deer stand. Scott started his banking career in 1993 as a trainee and assistant branch manager and was soon promoted to branch manager. He then moved into private banking and in 1995 moved into banking investment services. For the last 27 years, Scott has been serving clients, individuals, and business alike helping them to navigate the life cycle of financial security and retirement planning. Many of his clients today are the children of parents he helped over the years. He is glad to be a part of the CB&S Bank family where he continues helping clients meet their financial objectives.

David Hallmark

Financial Advisor
Phone: 256-874-7401

Meet David Hallmark. David was born and raised in Town Creek, Alabama. He is married to his beautiful wife Jennifer, and together they have two wonderful daughters, Savannah and Brelynn. David has worked in the financial services industry for over 20 years, getting his start as a banker with Regions Bank. After earning his industry licenses, David began serving clients across the southeast. He and his family reside just outside of Pulaski, Tennessee. When he isn't working around the house, he loves to travel, hunt, fish and spend time outdoors. David says he truly loves the work he does and he has a passion to see his clients accomplish their financial goals up to and through retirement. David says, "I truly love what I do."

  1. Personal

    1. Personal Banking
      1. Personal Accounts
        1. Personal Account Comparison
        2. Star Account
        3. Star Rewards Account
        4. Prime Advantage
        5. All About U Student Account
        6. Golden Customer Club
      2. Personal Savings
        1. Savings Account Comparison
        2. Star Savings
        3. Star Rewards Savings
        4. Super Star Savers Club
        5. Christmas Club Savings
        6. Vacation Club Savings
        7. Insured Money Fund
        8. Certificates of Deposit (CDs)
        9. Individual Retirement Account (IRAs)
      3. Debit Cards
      4. Safe Deposit Boxes
    2. Personal Borrowing
      1. Home Loans
      2. Personal Loans
      3. Auto Loans
      4. ScoreCard Rewards Credit Card
    3. Account Tools & Resources
      1. Personal Financial Insights
      2. Personal Financial Calculators
      3. ID Protection
      4. Access Line
      5. Reorder Checks
      6. Report Lost/Stolen Card
      7. Download a Switch Kit
  2. Business

    1. Business Banking
      1. Business Checking
        1. Business Checking Account Comparison
        2. Free Business Checking
        3. Business Select Checking
        4. Business Analysis Checking
        5. Business Interest Checking
        6. Business Prime Advantage
        7. Insured Money Fund
        8. Workplace Advantage Checking (For Your Employees)
      2. Business Savings
        1. Business Savings Accounts
        2. Simplified Employee Pension (SEP) Account
        3. Business Advantage Money Market
      3. Business Mobile Banking
      4. Business Debit Cards
      5. Treasury Management
        1. Treasury Management Services
      6. Merchant Services
    2.  Business Borrowing
      1. Small Business Loans
      2. Commercial Loans
      3. Commercial Real Estate Loans
      4. Credit Cards
    3. Account Tools & Resources
      1. Business Financial Insights
    4. Business Financial Calculators
      1. Capital Calculator
      2. Cash Flow Calculator
      3. Commercial Loan Calculator
      4. Debt Service Calculator
      5. Ratios Calculator
  3. Digital Banking

    1. Personal Digital Banking
      1. Mobile Banking
      2. Mobile Deposit
      3. Internet Banking
      4. Internet Bill Pay
      5. Zelle
      6. eStatements
      7. Mobile Wallet
      8. Make a Loan Payment
    2. Business Digital Banking
      1. Mobile Banking
      2. Treasury Management Internet Banking
      3. Business Express Deposit
  4. Home Loans

    1. Home Loan Options
      1. Apply For A Home Loan
    2. Meet Our Mortgage Team
      1. Scott Pride
      2. Charlotte Loines
      3. Alana Beaugez
      4. Derona Wilson
      5. Blake Bendall
    3. Mortgage Tools & Resources
      1. Home Loan Insights
      2. Home Loan Toolkit
      3. Home Loan Glossary & FAQ
      4. Loan Calculator
      5. NMLS Registry
  5. Financial Services

    1. Insurance
    2. Personal Investments
      1. Meet Our Team
  6. About Us

    1. Our Story & History
    2. Locations & Hours
      1. Adamsville
      2. Ardmore
      3. Birmingham Doug Baker
      4. Birmingham Shades Creek
      5. Bolivar
      6. Cherokee
      7. Clarksdale
      8. Corinth Alcorn Dr
      9. Corinth Harper Rd
      10. Cornersville
      11. Decatur 6th Ave
      12. Decatur Beltline Rd
      13. Eupora
      14. Fayetteville
      15. Florence Downtown
      16. Florence Hough Rd
      17. Greenville Downtown
      18. Greenville Highway 1
      19. Greenwood Downtown
      20. Greenwood Park Ave
      21. Hodges
      22. Hohenwald 
      23. Huntsville Downtown
      24. Huntsville Hampton Cove
      25. Huntsville Perimeter Park
      26. Killen
      27. Lewisburg
      28. Madison
      29. Main Office
      30. Moulton
      31. Murfreesboro Church St
      32. Murfreesboro Cason Lane
      33. Muscle Shoals
      34. North Russellville
      35. Parsons Main St
      36. Phil Campbell
      37. Pike Road
      38. Pulaski
      39. Red Bay
      40. Ripley
      41. Savannah Main St
      42. Russellville Franklin Plaza
      43. Savannah Water St
      44. Scotts Hill
      45. Selmer 
      46. Starkville
      47. Sturgis
      48. Tallassee Gilmer Ave
      49. Tallassee Main St
      50. Town Creek
      51. Tuscaloosa
      52. Tupelo Main St
      53. Walnut
      54. Wetumpka
      55. Whiteville
    3. Contact Us
    4. Career Opportunities
    5. Privacy Notice
    6. Mobile Privacy Policy
    7. Privacy & Security
    8. Terms & Conditions
    9. Disclosures
  7. Education Center

    1. Personal Financial Insights
    2. Business Financial Insights
    3. Home Loan Insights
    4. Home Loan Toolkit
    5. Home Loan Glossary & FAQ
    6. Product Video Demos
    7. Financial Calculators
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