BMSS Wesson Wealth Solutions

John Imbusch is a financial advisor at BMSS Wesson Wealth Solutions with a Series 65 designation. He has been with BMSS Wesson Wealth Solutions since 2024 and previously worked at Ernst & Young US LLP and the University of Alabama. Outside of finance, he is a part owner and manager of Bill Bradley Plumbing, Inc., a plumbing and HVAC business in Montgomery, AL. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm integrates closely with its parent accounting company and affiliated registered adviser to provide comprehensive portfolio management and specialized planning resources.

Abigail Waddell is a CFP® professional with four years of industry experience, currently serving as an advisor at BMSS Wesson Wealth Solutions. She has been with the BMSS family of firms since 2015, including BMSS, LLC and its affiliated entities. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates investment management with accounting and consulting services through its parent company, BMSS LLC, and emphasizes tailored portfolio implementation supported by affiliated registered advisers and advanced reporting platforms.

Jonathan Brooks is a CFP® and ChFC® with nine years of industry experience, currently serving at BMSS Wesson Wealth Solutions in Birmingham, AL. He has held prior roles at The Welch Group, LLC, Jendia, LLC, and Northwestern Mutual-related firms. Outside of his advisory work, he is a partner in Zolbrook Homes LLC, a company involved in buying, rehabbing, and flipping single-family homes in the Birmingham area. BMSS Wesson Wealth Solutions provides investment advisory and wealth management services to individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm integrates financial planning, trust services, and consulting with an investment approach supported by affiliated firms and technology platforms, distinguishing itself through its operational connection to an accounting firm and a focus on value-based portfolios.

Matthew Heard is a financial advisor at BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at FireSeeds for eleven years. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting firm and affiliated registered adviser, providing tailored portfolios and a range of services supported by centralized back-office and investment office functions.

Felix Tankersley is a CFP® professional with 19 years of experience in financial advisory services. He has worked with BMSS Wesson Wealth Solutions since 2018 and previously held roles at OneAscent Financial Services and PNC. Tankersley holds Series 63, 65, and 66 licenses. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and trust services. The firm integrates closely with its parent accounting firm, BMSS LLC, and affiliated adviser EverSource to provide tailored portfolios supported by comprehensive operational and investment resources.

Mark Wesson is a CFP® with 16 years of industry experience and serves as CEO of BMSS Wesson Wealth Solutions, a role he has held since 2016. He has worked with EverSource Wealth Advisors and BMSS, LLC during his career. Outside of his advisory work, Mr. Wesson provides uncompensated strategic advice to Third Coast Content, a faith-based film production company, and Sovereign's Capital, a private equity and venture capital firm. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm is affiliated with BMSS LLC and EverSource, offering integrated tax and estate consulting, tailored portfolio management, and values-based investment options.

David Hinshaw is a CFP® professional with five years of industry experience. He is currently an advisor at BMSS Wesson Wealth Solutions and previously worked at OneAscent Wealth Management, the Christian Medical Ministry of Alabama, and Auburn University Honors College. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting company, BMSS LLC, and affiliated registered adviser EverSource, offering tailored portfolios and a range of services including Life Impact Stewardship Planning and value-based model portfolios.

Dudley Simms IV is a financial advisor at BMSS Wesson Wealth Solutions with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining BMSS Wesson Wealth Solutions in 2025, he worked at Fisher Investments, CWM, LLC, and Chessman Wealth Strategies. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with comprehensive wealth management, financial planning, trust services, and consulting. The firm integrates with its parent company, BMSS LLC, providing access to specialized tax, estate, and business consulting, and utilizes a client-focused investment process supported by affiliated entities and technology platforms.