Team

TrueWealth Advisors, LLC is an independent wealth management firm with offices in Birmingham, Greenville, Gulf Shores, Huntsville, Montgomery, and Trussville. Our firm is an Ensemble Firm, best described as an advisory firm that operates as a multiprofessional practice, sharing stewardship over client relationships and leveraging the collective talent of the team to achieve client goals.

Leadership

Paul Marks

Paul B. Marks, CFP® CRPS®

Chief Executive Officer - Wealth Advisor

(205) 383-2494

pmarks@truewealthllc.com

Jason Sims

Jason Sims

Chief Investment Officer - Wealth Advisor

(205) 383-2494

jsims@truewealthllc.com

Daniel Jones

Daniel Jones, CFP®, CRPC®

Chief Operating Officer - Wealth Advisor

(205) 383-2494

djones@truewealthllc.com

Dottie Broadhead

Dottie Broadhead

Chief Compliance Officer

(205) 383-2494

tw@truewealthllc.com

Advisors

Paul Marks

Paul B. Marks, CFP® CRPS®

Chief Executive Officer - Wealth Advisor

(205) 383-2494

pmarks@truewealthllc.com

Jason Sims

Jason Sims

Chief Investment Officer - Wealth Advisor

(205) 383-2494

jsims@truewealthllc.com

Daniel Jones

Daniel Jones, CFP®, CRPC®

Chief Operating Officer - Wealth Advisor

(205) 383-2494

djones@truewealthllc.com

Ken Askew

Ken Askew, CFP^®, CKA^®, CIC

Wealth Advisor

(256) 536-7449

kaskew@truewealthllc.com

Gary Ely

Gary L. Ely, CFP^®

Wealth Advisor

(256) 536-7449

gely@truewealthllc.com

Stephen Sievers

Stephen Sievers, CPA

Wealth Advisor

(334) 284-9910

ssievers@truewealthllc.com

Matt Grant

Matt Grant

Wealth Advisor

mgrant@grantwealthmanagement.com

David Fleming

David Fleming

Wealth Advisor

(205) 383-2494

dfleming@truewealthllc.com

Ronald Paulk

Ronald Paulk

Wealth Advisor

(334) 382-7486

rpaulk@truewealthllc.com

Brian Paulk

Brian Paulk

Wealth Advisor

(334) 495-7486

bpaulk@truewealthllc.com

Freddy Williamson

Freddy Williamson

Wealth Advisor

(205) 661-9444

fwilliamson@truewealthllc.com

Jerry McDonald

Wealth Advisor

(205) 383-2494

jmcdonald@truewealthllc.com

Our People

Amanda Kicker

Amanda Kicker

Office Manager - Montgomery

(334) 284-9910

clientservice@truewealthllc.com

Lu Wallace

Lu Wallace

Client Wealth Manager

(334) 284-9910

clientservices@truewealthllc.com

Mary Katherine Calderini

Mary Katherine Calderini

Marketing Associate

(205) 383-2494

tw@truewealthllc.com

Judy Holt

Judy Holt

Office Manager - Trussville

(205) 661-9444

jholt@truewealthllc.com

Jan Bailey

Office Manager - Huntsville

(256) 536-7449

jbailey@truewealthllc.com

Cindy Campbell

Client Wealth Manager

(256) 536-7449

ccampbell@truewealthllc.com

Ann Tobias

Ann Tobias

Director of First Impressions - Gulf Shores

ann@grantwealthmanagement.com