Live Well. Finish Well.

We help families in Alabama, Tennessee, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.

110 Lily Flagg Rd SW
Huntsville, AL 35802


825 Timber Creek Dr., Suite 104
Cordova TN 38018



Cavett Cooper

CEO | Senior Lead Advisor

Alex Guy

Lead Advisor

Client Services

Sheri Reed

Client Service Specialist

Megan Cooper


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


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

Jennifer Rogers

Director of Advisor Operations

Samantha Vance

Director of Marketing