Live Well. Finish Well.
We help families in Birmingham, Alabama, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Birmingham, AL
23 Inverness Center Parkway | Birmingham, AL 35242
Find A Financial Advisor
Learn more about our team to find a trusted financial advisor in Birmingham who can translate your personal needs into a customized financial strategy.
Advisors

Harry Pearson, CFP®, CRPC®
CEO | Sr. Lead Advisor

Hays Latimer, CFP®, CRPC®
Senior Lead Advisor

Heath Morris, CFP®
Senior Lead Advisor

Tom Powell, CFP®, QPA®
Senior Lead Advisor

Ben Craft
Lead Advisor

David Hinshaw, WMCP®
Advisor

Chad Harrison
Retirement Plan Advisor
Client Services

Lisa Matthews
Client Service Specialist

Ashley Alliston
Client Service Specialist

Kelly Mooney
Client Service Associate

Jimmie Lou Pearson
Office Manager
Investments

Cole Pearson
VP, Investments Solutions

John Siverling
Director of Private Markets & Impact Advocacy

Nathan Willis
Director of Portfolio Strategy

Tom Mueth
Senior Portfolio Specialist

Will Sorrell
Investment Solutions Manager

Rob Riley
Investment Analyst
Marketing

Todd Decker
Chief Growth Officer

Savannah Stewart
Marketing Associate
Operations

Rob Grubb
Chief Operations Officer

TJ Claud
Chief Compliance Officer

Charlie Watkins
VP, Finance

Wade Johnson
Director, Transition and Operations

Adrian VanderWoude
Director, Strategic Ministry Giving

Heather Howell
Operations Manager

Jamie Labello
Operations Manager

Jonathan Bennett
Senior Accountant

Ross Thompson
Operations Associate