Amanda Kicker
Office Manager — Montgomery
334.284.9910
clientservice@truewealthllc.com
Amanda entered the Financial Services Industry in the year 2000 as an Administrative Assistant with First Command Financial Services. She then joined Financial Solutions Group in August 2006 as a Client Wealth Manager. Amanda holds a...
Angela Wright
Operations Specialist
205.383.2494
Ann Tobias
Office Manager — Gulf Shores
Ann Tobias has worked in the financial services industry since 2008 and brings a wealth of experience and professionalism to our team at Grant Wealth Management. As our Director of First Impressions, she focuses that knowledge into the...
Berry Marshall, CFP®
Financial Advisor
205.383.2494
Berry is a dedicated CERTIFIED FINANCIAL PLANNER™ practitioner and independent wealth advisor, serving individuals, families, and small business owners. Originally from Prattville, Alabama, Berry graduated from Auburn University with a...
Brian Paulk
Financial Advisor
Brian Paulk is a native of Fort Deposit, Alabama. A 2012 graduate of Faulkner University, he recieved a degree in Business Administration with an emphasis in finance. Brian has been with the firm since graduating in 2012. He holds his...
Cathy Wilcox
Office Manager — Trussville
205.661.9444
Originally from Haubstadt, Indiana, now living in Mountain Brook with her husband, Toby, and their two children — Reghan and Cole — Cathy values time spent with family and friends. Outside of work, she enjoys staying active through...
Chris Phillips, CFA, MBA
Portfolio Manager – Financial Advisor
205.661.9444
Daniel Jones, CFP®, CRPC®
Chief Operating Officer — Financial Advisor
205.383.2494
Daniel has been diligently working in the Financial Services Industry for fourteen years. He received his education from Auburn University with a degree in Finance and a minor in Accounting. After finishing school, he worked almost...
Freddy Williamson
Financial Advisor
205.661.9444
Freddy Williamson is not affiliated with Cetera Advisor Networks LLC.
Gary L. Ely, CFP®
Financial Advisor
256.536.7449
Born, raised and residing in Huntsville, Alabama, Gary Ely enjoys serving his community through the profession he loves. Gary began his career in banking and became a financial advisor in 1991. He holds a Bachelor of Science in...
Jason Sims
Chief Compliance Officer (CCO) – Financial Advisor
205.383.2494
Jason is an independent wealth advisor and risk management specialist for individuals, families, and small business owners. Jason, born and raised in Montgomery, Alabama, is a 2001 graduate of Auburn University Montgomery, with a...
Jerry McDonald
Wealth Advisor
205.383.2494
Ken Askew, CFP®, CKA®
Financial Advisor
256.536.7449
Ken was born and raised in the Muscle Shoals area. He earned a BS in business from the University of North Alabama and completed his financial planning coursework through New York University. He began his career as a financial advisor...
Lu Wallace
Client Service Coordinator
334.284.9910
clientservice@truewealthllc.com
Matt Grant
Financial Advisor
mgrant@grantwealthmanagement.com
Robert M. "Matt" Grant is an experienced financial planning professional, having practiced for more than a decade in the field of financial planning where he has helped his clients design and execute investment, risk management, and...
Paul B. Marks, CFP®, CRPS™
Chief Executive Officer — Financial Advisor
205.383.2494
Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner and independent wealth advisor for individuals, families and small business owners. After graduation from the University of Florida, with a Bachelor’s Degree in Finance,...
Ronald Paulk
Financial Advisor
334.382.7486
Ronald Paulk is a lifelong resident of Fort Deposit, Alabama. Ronnie is married to Sharon Paulk and they have three children and two grandchildren. He has over thirty years of experience in insurance and twenty years in financial...
Scott Shunnarah
Chief Growth Officer (CGO)
205.383.2494