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
CEO | Senior Lead Advisor
Hays Latimer
Senior Lead Advisor
Heath Morris
Senior Lead Advisor
Tom Powell
Senior Lead Advisor
David Hinshaw
Lead Advisor
Chad Harrison
Lead Advisor
Client Services
Ashley Alliston
Client Relationship Manager
Martin Smith
Client Relationship Manager
Linda West
Client Relationship Manager
Jimmie Lou Pearson
Office Manager
Kelly Mooney
Client Service Associate
Investments
Cole Pearson
VP, Investment Solutions
Nathan Willis
Director of Portfolio Strategy,
Senior Portfolio Manager
Peter Klingelhofer
Director of Research,
Senior Portfolio Manager
John Siverling
Director of Private Markets &
Impact Advocacy
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Marketing
Todd Decker
Chief Growth Officer
Samantha Vance
Director of Marketing
Savannah Stewart
Senior Marketing Associate
Anne-Thomas Proctor
Marketing Associate
Susan Culpepper
Graphic Designer
Operations
Rob Grubb
Founding Member
COO
Charlie Watkins
Chief Financial Officer
TJ Claud
Chief Compliance Officer
Brian Church
Chief Growth Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jamie Labello
Operations Manager
Jennifer Rogers
Director of Advisor Operations
Katie Davis
Senior Accountant
Nathan Whiddon
Operations Associate