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Meet The TrueWealth Team

We Build Your Financial Life Around What Truly Matters

TrueWealth was founded on a belief reflected in the raven and lily in our logo. In Scripture, both serve as reminders of the recurring message to “do not worry” and “do not fear.” They point toward trust, purpose, and a clearer understanding of what is truly valuable rather than a life consumed by concern over material needs.

Browse By Location

Find A Team Member

  • Amanda Kicker
  • Angela Wright
  • Ann Tobias
  • Berry Marshall, CFP®
  • Brian Paulk
  • Cathy Wilcox
  • Chris Phillips, CFA, MBA
  • Daniel Jones, CFP®, CRPC®
  • Freddy Williamson
  • Gary L. Ely, CFP®
  • Jan Bailey
  • Jason Sims
  • Jerry McDonald
  • Judy Holt
  • Ken Askew, CFP®, CKA®
  • Lu Wallace
  • Matt Grant
  • Paul B. Marks, CFP®, CRPS™
  • Ronald Paulk
  • Scott Shunnarah

Leadership

Paul Marks

Paul B. Marks, CFP®, CRPS™

Chief Executive Officer — Financial Advisor

205.588.4800

205.383.2494

Jason Sims

Jason Sims

Chief Compliance Officer (CCO) – Financial Advisor

205.588.4800

205.383.2494

Daniel Jones

Daniel Jones, CFP®, CRPC®

Chief Operating Officer — Financial Advisor

205.588.4800

205.383.2494

Chris Phillips

Chris Phillips, CFA, MBA

Portfolio Manager – Financial Advisor

205.661.9333

205.661.9444

Scott Shunnarah

Scott Shunnarah

Chief Growth Officer (CGO)

205.793.9937

205.383.2494

Advisors

Ken Askew

Ken Askew, CFP®, CKA®

Financial Advisor

256.536.7320

256.536.7449

Gary Ely

Gary L. Ely, CFP®

Financial Advisor

256.536.7320

256.536.7449

Matt Grant

Matt Grant

Financial Advisor

251.968.1323

Ronald Paulk

Ronald Paulk

Financial Advisor

334.382.7476

334.382.7486

Brian Paulk

Brian Paulk

Financial Advisor

334.719.6500

Freddy Williamson

Freddy Williamson

Financial Advisor

205.661.9333

205.661.9444

Berry Marshall

Berry Marshall, CFP®

Financial Advisor

205.588.4800

205.383.2494

Jerry McDonald

Wealth Advisor

205.588.4800

205.383.2494

Our People

Amanda Kicker

Amanda Kicker

Office Manager — Montgomery

334.286.9806

334.284.9910

Lu Wallace

Lu Wallace

Client Service Coordinator

334.286.9806

334.284.9910

Judy Holt

Judy Holt

Compliance Analyst

205.588.4800

205.383.2494

Jan Bailey

Jan Bailey

Office Manager — Huntsville

256.536.7320

256.536.7449

Ann Tobias

Ann Tobias

Office Manager — Gulf Shores

251.968.1323

Angela Wright

Angela Wright

Operations Specialist

205.588.4800

205.383.2494

Cathy Wilcox

Cathy Wilcox

Office Manager — Trussville

205.661.9333

205.661.9444

Who We Work With

We help clients navigate the financial decisions that come with greater responsibility and complexity.

Meet Our Clients

Our Approach

We begin with your values, goals, current financial picture, and stage of life, then build and coordinate a plan designed around what matters most to you.

See How We Work

Find Your Place At TrueWealth

Whether you are an advisor, operations professional, or client-service specialist, we welcome a confidential conversation about where you could contribute.

Contact Us Today