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not just greater clarity.
deeper purpose.

Anthem Advisors provides financial planning in Huntsville, AL that honors your story, your family, and your faith.

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FINANCIAL PLANNING IN HUNTSVILLE, AL

Anthem advisors seeks to honor god by equipping investors on their stewardship journey.

You are an investor, but you’re so much more than that.

You are a member of a family, and maybe the member of a church. You’re part of a workplace, or a volunteer at a local organization. You have hobbies, you go on family vacations, and you have a full, busy life.

You also have questions and concerns that keep you awake at night.

You have a story. We want to honor every part of it. Our planning is intentional and tailored to your needs, wants, values, and goals.

your values. your future.
our anthem.

Finances can often feel complex, especially when you lead a busy life. At Anthem Advisors, we start with the basics to help you gain clarity. For our clients to live well, we take a holistic view and help them set goals pertaining to three key areas.

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Stewardship

We’ll explore how you manage your resources, optimize your outcomes, and determine how your stewardship reflects what you value most.

Investments

Your portfolio can have purpose. While investments are an avenue for generating income, we’ll also explore how your portfolio can align with your faith.

Planning

Whatever your goals are, we’ll create a plan that drives you toward those goals. By putting each piece together, we’ll help you see your future more clearly.

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Anthem Advisors volunteering
Anthem Advisors volunteering

Kingdom Impact Made possible By you

Anthem Advisors is blessed to have the ability to donate 20% of company profits to local, national, and international charities. This generosity would not be possible without our incredible clients and the trust they have in our team and abilities.

We have been able to make a positive impact on over 15 local and global charities, including:

Meet Our team

our advisors

Cavett Cooper

CEO | Sr. Lead Advisor

Davis Mobley

Financial Advisor

client services

Sheri Reed

Client Service Specialist

Courtney Szczudlak

Executive Assistant

Megan Cooper

bookkeeper

investment specialists

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

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 of Transitions & Operations

Jennifer Rogers

Director of Advisor Operations

Samantha Vance

Director of Marketing

imagine a life of peace, purpose, and clarity

Our goal at Anthem Advisors is to give you permission. Permission to pursue your goals and dreams in retirement. Permission to stretch your generosity further. And permission to let go of your financial uncertainties. In order for this to be possible, you need sound advice. Our CEO Cavett saw the need for solid advice in his own family growing up, and witnessed the consequences of no plan at all.

Proud to be in partnership with OneAscent Financial Services, LLC

Our firm is part of a nationwide network of independent advisors, OneAscent Financial Services, LLC. OneAscent Financial Services, LLC is made up of independent firms across the country, helping clients and families find clarity, confidence, and contentment in their financial lives.

As an independent firm of OneAscent Financial Services, LLC, we can provide the resources and thought leadership of a national company, while still knowing you by name when you stop by. We are committed to helping you and your family align your stewardship, investments, and financial plans with your values.

Anthem Advisors team
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Financial Advisors in Huntsville, AL

We’re located just south of downtown Huntsville, easily accessible off Memorial Parkway.

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It’s time for financial advice that honors your story. Let’s talk about how we can bring together your stewardship needs, investment opportunities, and planning potential to create a strategy that works for you.

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Cavett Cooper

CEO | Sr. Lead Advisor

As CEO of Anthem, Cavett is resolved in guiding clients and colleagues in the areas of investments, stewardship, and generosity. He finds fulfillment in asking meaningful questions; sharing stories of impact; and integrating clients’ faith and values into their planning, investments, and legacy.

In 1999, Cavett graduated with honors from Pepperdine University. Immediately following, he obtained an MBA from Lipscomb University, with a double concentration in Leadership Development and Not-for-Profit organizations. After a few years in disparate careers of life coaching and software sales, he jumped head-first into the financial advice field; with a strong passion to encourage friends towards intentionality, gratitude, and contentment. Cavett has earned the following designations: Series 65, CERTIFIED FINANCIAL PLANNER TM (CFP®), Certified Kingdom Advisor (CKA®) and Certified Exit Planning Advisor (CEPA). Cavett moved to N. AL mid-career; and has enjoyed serving clients here since 2011.

Cavett is married to Megan, the love of his life, and they have 5 wonderful children. He enjoys college football and good BBQ. Cavett is passionate about investing his time, talent and treasure with Christian charities who find winsome ways to share the beautiful story of grace and truth in Jesus Christ. Cavett is an active member of Twickenham church of Christ, where he serves on the business council. Finally, he is humbled to serve as a board member of The Vision Ministry, a south Huntsville Christian retreat facility with the mission to promote Christian values through training, relaxation, fellowship, and encouragement.

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Davis

Davis Mobley

Financial Advisor

Based in Huntsville with family roots in North Alabama, Davis serves as a Financial Advisor at Anthem, where he specializes in building highly personalized plans tailored to each client’s unique goals.

A graduate of Samford University in Economics and Finance, Davis brings comprehensive market expertise to the team as he previously served as President of the Bulldog Investment Fund, where he provided executive oversight for a $4.5 million portion of the university’s endowment through values-based investment strategies. With additional schooling from the London School of Economics, Davis combines a global market perspective with a commitment to local service. He is currently pursuing his CFP® designation, which he plans to follow with the Certified Kingdom Advisor (CKA®) designation.

Outside of the office, Davis loves to golf, play basketball, read, and spend time with friends and family. He also is an avid Alabama football fan.

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Sheri

Sheri Reed

Client Service Specialist

Sheri serves as a Client Service Associate and Paraplanner, supporting advisors and clients through every stage of the financial planning process. In this role, she works closely with advisors to prepare financial planning materials, coordinate account needs, and ensure every detail is handled with care and accuracy.

Sheri holds the Financial Paraplanner Qualified Professional™ (FPQP?) designation. This designation reflects specialized training in the financial planning process, including retirement planning, investments, insurance, taxation, and client communication. Sheri takes pride in building trust through reliability, responsiveness, and a commitment to ensuring clients receive consistent, high-quality service.

Originally from Washington State (Go Seahawks!), Sheri has called Huntsville home for several years with her husband, Christopher. Together they value faith, family, and time spent outdoors, and they cherish moments with their four adult children, their spouses, and three beloved grandchildren.

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Courtney

Courtney Szczudlak

Executive Assistant

Courtney brings over 10 years of customer service experience and a strong background in leadership and operational support. She is deeply committed to delivering an exceptional client experience and is known for her organization, responsiveness, and ability to anticipate needs before they arise. In her role as Executive Assistant, she plays a vital part in strengthening communication, supporting day to day operations, and ensuring every client interaction reflects excellence and care.

Courtney graduated Summa Cum Laude from Valparaiso University and earned her FPQP® (financial paraplanner qualified professional) designation through Kaplan. She lives in Huntsville, Alabama with her husband, two children, and three cats, and values time spent creating meaningful memories with family and friends.

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Megan

Megan Cooper

bookkeeper

Megan Cooper’s career path has not followed a straight line, and that is part of what makes her approach to finance both practical and relatable. A South Carolina native, Megan graduated from Furman University with a degree in Studio Art and Education and she began her professional life teaching elementary art in Simpsonville, SC.

When a move brought her to Birmingham, Alabama, Megan discovered that some of the best opportunities are the ones you never see coming. What began as an administrative role at a food manufacturing company evolved quickly into positions in HR and payroll. She then transitioned into bookkeeping and administration for a growing church plant, gaining hands-on experience managing finances in a fast-moving, mission-driven environment.   Although Megan began her career in the creative world, she has always had a natural grasp for numbers. After taking a short career break following the birth of her first son, she worked for an art and framing gallery where she handled photo restoration, custom framing, and bookkeeping. Turns out, creativity and careful attention to detail make for a powerful, professional combination!  In 2012, Megan and her family put down roots in Huntsville, Alabama, where they grew their family by four more children. For the last couple of years, she has served as the bookkeeper for Anthem Advisors, supporting the firm’s financial operations. She is currently completing her master’s degree in accounting, where she maintains a 4.0 GPA and expects to graduate in the summer of 2026.

Outside of work, Megan’s creative side still shows up around town. If you know where to look, you may spot a few murals she has painted. At home, life is wonderfully full: five children, a flock of sheep, more chickens than anyone bothers to count, and an old dairy cow, gifted by a dear friend, that Megan milks daily.  It turns out that a life spent balancing creativity, numbers, and a healthy dose of unexpected is surprisingly good preparation for a career in finance.

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Cole Pearson

VP | Investment Solutions

Cole Pearson serves as VP, Investment Solutions for OneAscent. Cole’s responsibilities include leading the asset management arm of OneAscent, overseeing the OneAscent Investment Committee, assisting with business development opportunities, and leading OneAscent’s strategic ministry efforts.

Prior to joining OneAscent in 2018, Cole was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams. He holds a B.S. in International Finance as well as a minor in Mandarin-Chinese from the University of Alabama and is a CFA Level III Candidate.

Cole enjoys spending time with his wife, Hannah, and their two young sons. Cole and his family are active members of Covenant Presbyterian Church where he occasionally teaches adult Sunday School classes.

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Nathan Willis

Director of Portfolio Strategy | Senior Portfolio Manager

Nathan Willis is Director of Portfolio Strategy, Senior Portfolio Manager for OneAscent Investment Solutions and has 25 years of investment experience, including 20 years investing in illiquid strategies.

Nathan holds a bachelor’s degree in Business Administration with a concentration in Information Systems and a minor in Economics from Taylor University. He is a holder of the CFA Charter and CAIA designation. Nathan started his career at NationsBank where he spent several years managing institutional bond portfolios and an equity mutual fund.

Prior to joining OneAscent, Nathan served as Chief Investment Officer of Greenhawk Corporation, a single-family office. At Greenhawk, Nathan was responsible for portfolio strategy and manager diligence. During his time at Greenhawk Nathan developed the allocation, sourcing, and diligence strategy for the private equity portfolio.

Prior to Greenhawk, Nathan spent almost 15 years with GenSpring Family Offices, a unit of SunTrust Banks, where he constructed portfolios for multi-generational families. While at GenSpring, Nathan served on the Investment committee and manager selection committee and served developed programs to mentor junior investment staff. Prior to GenSpring, Nathan spent four years with the family office group of Wachovia Bank.

Nathan resides in Birmingham, Alabama with his wife and three sons. He is a Deacon in the Presbyterian Church in America (PCA).

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Peter Klingelhofer

Director of Research | Senior Portfolio Manager

Pete Klingelhofer is Director of Research and Senior Portfolio Manager for OneAscent Investment Solutions. He has over 27 years of experience in securities analysis, portfolio management and asset allocation and he holds designations as a Chartered Financial Analyst (CFA) and a Certified Kingdom Advisor (CKA).

Pete was previously an Executive Director and Senior Portfolio Manager at JP Morgan Asset Management, where he co-managed the Investor Funds suite of target-risk multi-asset funds and was a contributing author for the JP Morgan Long-Term Capital Market Assumptions (LTCMA) process. He started his career at the State Teachers Retirement System of Ohio, where he co-managed a $2 billion Large Cap Value Fund. In his most recent roles, Pete was CIO of Wealthstone Investments and a managing director at Hamilton Capital, both Columbus, Ohio-based registered investment advisors. Pete earned bachelor’s degree from Washington & Lee University, where he played collegiate Baseball.

Pete and his wife, Suzanne, have been married for over 20 years and they reside in Columbus, Ohio. They are parents to Tyler Smith Bringman, Kathryn Taylor Bringman, Jackson Phillips Klingelhofer, Wilson Sharp Klingelhofer and Elliott Paige Klingelhofer.

Pete is an active member of the Bexley United Methodist Church, where he currently serves on the board and on the endowment committee. In addition, Pete serves on the boards of the CFA Society of Columbus and CISV Columbus. He also enjoyed the opportunity to coach youth lacrosse and youth baseball for many years.

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John Siverling

Director of Private Markets & Impact Advocacy

John Siverling is the Director of Private Markets and Impact Advocacy for OneAscent Investment Solutions, and a Managing Partner in OneAscent Capital LLC. He has over 30 years of business experience, and over 20 years in the venture finance industry.

John holds a Bachelor of Business Administration degree from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business. John has been a frequent speaker and panelist, including at the University of Michigan Business School, MIT Forum, UNCC Five Ventures Business Plan Competition, and Kingdom Advisors, among others. John resides in Matthews, NC with his wife. They have two adult sons.

John has developed his financial, operational and management business skills from a varied history of professional experiences. Following his lead role in the formation and launch of the Christian Investment Forum, John became the first Executive Director in order to continue the growth strategy of the non-profit trade association, until its merger with Faith Driven Investor. The goal of CIF is to build awareness and credibility for faith-based investing within the broader financial investment industry. In addition to his work at the Christian Investment Forum, John is also the Managing Partner in JAS Ventures, LLC, a consulting firm focused on helping companies develop and execute values integrated business practices. He is also a co-founder and President of RDJ Ventures, LLC, an early-stage biotechnology company.

Prior to JAS Ventures, John was a partner at Sloan Ventures, an early-stage venture development firm. John managed all aspects of the Sloan Investment Fund, including limited partner reporting and investment activities for a number of the firm’s portfolio companies. He has taken active interim management positions, as CFO and COO, with some of the early-stage companies.

Prior to joining Sloan Ventures, John worked with Frank Russell Capital, a private equity firm, analyzing the private equity industry and in cooperation with Goldman Sachs managing a globally recognized survey on trends in the industry. John began his career with General Motors Cadillac Division and held various sales and marketing management positions in Detroit, Denver, and San Francisco.

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Tom Mueth

Director of Advisor Engagement

Tom Mueth serves as Director of Advisor Engagement for OneAscent Investment Solutions. His primary responsibilities focus on business development of the team’s strategies and models. 

Prior to joining OneAscent, Tom was a Senior Portfolio Specialist with Wells Fargo Asset Management serving in similar roles with the Golden Capital sales and portfolio management teams. He earned a B.S. degree in Marketing from Millikin University and holds the CIMA and CIMC designations. 

Tom and his wife, Christina, have been married for 26 years. They are parents to two daughters, Madelyn and Olivia. They were actively involved with Carmel Baptist Church and other ministries in Charlotte, NC before recently relocating back to the St. Louis, MO area in June of 2021. 

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Rob Grubb

Founding Member | COO

Rob Grubb is co-founder and COO of OneAscent. Rob is an accomplished business executive with over 30 years’ experience with growing early stage companies to market leadership positions. He previously served in similar executive roles with several successful Birmingham-based healthcare technology companies. Rob obtained a BS degree from the University of North Alabama, where he was awarded an athletic scholarship.

Rob and his wife, Shawn, have been married for over 30 years. Except for a 2-year stint in Atlanta, they have resided in Birmingham throughout their marriage. They are parents to Jordan Grubb Harrison, Morgan Grubb Terch and Erin Schaffeld. They also have five grandchildren. Rob and Shawn have a passion for ministering together to families through their book (Developing a Generation of Sexual Purity) which serves as a parents guide for training children in purity.

Rob is an active member of the Church at Brook Hills where he has served in a variety of leadership roles. While at Brook Hills he has served as an ordained elder and a member of the administrative elder team. In addition, Rob has also served on other non-profit boards. In 2019, Rob was also appointed to and currently serves as a member of the State of Alabama’s Small Business Commission.

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Charlie Watkins

Chief Financial Officer

As Chief Financial Officer, Charlie is responsible for all the company’s financial functions including accounting, treasury, corporate finance and reporting. He also leads all human resource activities. His career spans more than 20 years of varied experience in financial management, business leadership and corporate strategy.

Before joining OneAscent in December 2017, Charlie served as CFO for a senior housing and property development company in Birmingham, AL. Prior to that, he served and CFO and Managing Director for a financial services software firm and was Partner and CFO for a senior housing firm.

Charlie grew up in Birmingham, AL and attended Auburn University where he earned a B.S degree in Finance. He is married to Kim and has two sons. He is an active member of Double Oak Community Church in Mt. Laurel. Charlie’s hobbies include spending time outdoors, hiking, fly fishing out west and going to the lake on the weekends. He is also an avid sports fan of all things Auburn.

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TJ Claud

Chief Compliance Officer

TJ Claud serves as Chief Compliance Officer for OneAscent Wealth Management and OneAscent Financial Services. TJ’s responsibilities include the ongoing development, implementation, and monitoring of OneAscent’s compliance program pursuant to federal and state rules and regulations.

Prior to joining OneAscent in 2021, TJ was the Legal and Compliance Officer for Resource Management Service, LLC, an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). In addition, TJ served as Chief Compliance Officer and General Counsel for Holland Financial, Inc., an investment adviser registered with the SEC. TJ holds a Bachelor of Science in Business Administration – with a double major in Finance and Economics from Auburn University, a Master of Business Administration from Samford University, and a Juris Doctor from Cumberland School of Law, Samford University. He is licensed to practice law in the State of Florida.

TJ enjoys spending time with his wife, Brittney, and their two young children. TJ and his family are active members of Hunter Street Baptist Church.

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Brian Church

Chief Growth Officer

Brian is the Chief Growth Officer at OneAscent. Brian is also the founder and the CEO of Advisory DNA, one of the financial advisory industry’s top coaching and consulting organizations. Advisory DNA was recently acquired by OneAscent.

Brian has served financial advisory firms of all sizes across the country and has a desire to see God’s people live their Best Vocational Life™ while maximizing their unique calling. Brian is an international best–selling author and globally recognized speaker. Brian has written three books that have been sold on 4 continents and in 15 countries.

Brian’s creative and entrepreneurial interests also include co–founding TheStartup.com, a digital platform that was the first virtual incubator for entrepreneurial guidance. Brian also founded Experience Global, a virtual hub for client experience analytics. Brian has created a technology platform that allows financial advisors and firm owners to scientifically measure how compatible they are with other financial advisory professionals that they are considering partnering with.

Brian lives with his wife Kimberly and their son Brian Timothy Church II in Franklin, TN. He is very involved in the community of Nashville and is a Trustee/Elder for his local church. Brian is an avid golfer and enjoys working with “at–risk” youth and collaborating on upward mobility projects throughout the U.S.

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Matthew Moses

Matthew Moses

VP | Operational Consulting

Matthew Moses, CAP® joined the OneAscent team in August 2022 and serves as the VP, Operational Consulting. Matthew is a graduate from the University of Toledo where he studied Entrepreneurship, Small and Family Business. He also received the Chartered Advisor in Philanthropy (CAP®) designation from the American College in 2014 and has applied his passion for the social sector through a non-profit organization that he founded called Effective Give. Prior to joining the OneAscent Team, Matthew served as the President of an RIA where he held various roles since 2010.
 
Matthew and his wife Katrina have been married since 2017 and reside in Ohio with their two children Atlas (2018) and Lennon (2020). The family enjoys spending time outdoors, volunteering, and creating community.
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Wade Johnson

Director of Transitions & Operations

Wade Johnson serves as Director, Transition and Operations for OneAscent. Wade guides transitioning advisors and firms as they join OneAscent and continues to serve after the transition in his capacity as Director of Operations.

Wade has a B.S. from the University of Virginia and worked as a chemist and laboratory manager for 12 years. From there, God changed his course to become a Chief Compliance Officer and Operations Manager for Beacon Wealth (RIA) for 10 years. Wade holds the Certified Securities Compliance Professional designation from the National Society of Compliance Professionals and has helped to build compliance systems for both firms.

Wade is based in Roanoke, Virginia. He enjoys running with his bride, Emily, and time outdoors with his children, Caroline (10) and Andrew (8). They are active members at Calvary Memorial Church.

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Jennifer Rogers

Jennifer Rogers

Director of Advisor Operations

Jennifer Rogers serves as Director of Advisor Operations for OneAscent.
 
Jennifer has a B.S. from the University of Toledo and has worked in the banking and financial advisory industry since 1999. Jennifer was among the team members that helped launch OneAscent, and was consulting OA until officially joining the firm in August 2022.
 
Jennifer is based in Toledo, Ohio. She enjoys traveling and going to concerts with her husband Will. Jennifer has two stepchildren and a Dobermanfur baby.
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Samantha Vance

Director of Marketing

As the Director of Marketing at OneAscent, Samantha oversees OneAscent’s comprehensive marketing strategy and leads a growing team across content, digital, events, design, and advisor marketing. She is passionate about building strong brands and processes, equipping advisors with effective tools and resources, and driving growth by amplifying OneAscent’s values-aligned mission in the marketplace.

Samantha holds both a Bachelor of Science and a Master’s in Marketing from The University of Alabama. In 2022, she further advanced her career by completing the Chief Marketing Officer Institute Executive Development Program, where she gained advanced training in executive leadership and marketing innovation.

Before joining OneAscent, Samantha served as Senior Vice President of Marketing at Main Street, Inc., a financial services company, where she led strategic marketing initiatives that fueled measurable growth. She also spent over a decade in senior leadership at a national direct marketing firm, where she deepened her expertise in marketing strategy, market analytics, and client acquisition.

Residing in Birmingham, AL, Samantha cherishes time with her husband of more than 15 years and their three sons. She is also actively involved in her community through Christian Life Church, where she serves on the children’s ministry team. On weekends, you can usually find the Vance family cheering on their boys at the soccer fields.

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