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Service & Administration

Capital Strategies Group is committed to providing outstanding service to its client banks, with respect to both their investment in BOLI and, if applicable, their related executive benefit plans. We consistently hear this has not been the experience of most community banks with their past BOLI providers, with the definition of "service" being a toll-free number and a confusing annual report.

We’re changing the community bank BOLI culture by offering an obvious yet all-too-rare proposition –- the best products and service, all from the same source in Birmingham, Alabama.

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Contact Our Bank Strategies Team
David F. Byers Jr. JD, LLM
Managing Principal
205.397.2810
dbyers@csginc.us

Preston M. Sartelle, CFA
Associate
205.397.2815
psartelle@csginc.us

Wes Caudell
Bank Strategies Associate
205.397.2807
wcaudell@csginc.us

Richard Meadows
Associate
205.397.2805
rmeadows@csginc.us

Capital Strategies Group
850 Shades Creek Parkway
Ste. 300
Birmingham, AL 35209
Main: 205.263.2400
Fax: 205.263.2300
info@csginc.us









Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC, located at 600 University Park Place, Suite 380, Birmingham, AL 35209, (205) 262-2522. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. For information on the FNBB Business Continuity Plan, please click here. The principal place of business and the state of domicile for Capital Strategies Group is: 850 Shades Creek Drive, Suite 300, Birmingham, Alabama, 35209, (205) 263-2400. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Capital Strategies Group is independently owned and operated. Capital Strategies Group and M Financial Group are independent of FNBB Capital Markets, LLC.