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
Ben Craft
Lead Advisor
David Hinshaw
Advisor
Chad Harrison
Advisor
Client Services
Lisa Mathews
Client Service Specialist
Ashley Alliston
Client Service Specialist
Linda West
Client Service Specialist
Kelly Mooney
Client Service Associate
Jimmie Lou Pearson
Office Manager
Lynne Knecht
Client Relationship Manager
Investments
Cole Pearson
VP, Investment Solutions
Nathan Willis
Director of Portfolio Strategy
John Siverling
Director of Private Markets &
Impact Advocacy
Will Sorrell
Director of
Values-Based Investing
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Marketing
Todd Decker
Chief Growth Officer
Samantha Vance
Director of Marketing
Savannah Stewart
Marketing Associate
Anne-Thomas Proctor
Marketing Associate
Operations
Rob Grubb
Chief Operations Officer
TJ Claud
Chief Compliance Officer
Charlie Watkins
VP, Finance
Brian Church
Chief Revenue Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jamie Labello
Operations Manager
Jennifer Rogers
Director of Advisor Operations
Jonathan Bennett
Senior Accountant
Nathan Whiddon
Operations Associate