Cahaba Wealth Management, Inc.

William Jackson is a CFP® certificant with 29 years of industry experience, currently serving as a financial advisor at Cahaba Wealth Management, Inc. since 2016. Prior to this, he worked at Iroquois Capital Group and Iroquois Capital Advisors from 2013 to 2016. Outside of his advisory role, he is a partner and CEO of Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm emphasizes comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment decisions.

Robert Eifert is a CFP® professional with seven years of industry experience, currently advising at Cahaba Wealth Management, Inc. in Birmingham, AL since 2020. His prior roles include positions at Fidelity Institutional Asset Management and Fidelity Institutional, as well as experience at PACCAR Engine Company and Mississippi State University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion in discretionary assets for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm employs a long-term, client-specific investment approach using comprehensive financial planning, diversified portfolios, and regular performance reviews.

Charles Laws is a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN, holding a Series 65 designation with three years of industry experience. Prior to joining Cahaba Wealth Management in 2021, he held positions at Dollar General and Banana Republic, and worked at Rhodes College and Pope John Paul II High School. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections, formal risk-tolerance assessments, and regular client discussions to guide investment decisions.

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Cahaba Wealth Management, he worked in education at Oxford Middle School and Oxford High School and attended the University of Alabama. Cahaba Wealth Management is a multi-advisor firm managing approximately $1.64 billion for individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing long-term cash-flow projections and risk assessments to guide investment strategies primarily through mutual funds and ETFs, with periodic rebalancing and performance reviews.

Charlotte Disley is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Cahaba Wealth Management since 2022 and previously held positions at Global Payments and Oglethorpe University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment strategies primarily involving mutual funds and ETFs.

Louis Williams is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN. Prior to joining Cahaba Wealth Management, he worked at PricewaterhouseCoopers and spent five years at the University of Alabama. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm focuses on comprehensive financial planning and ongoing portfolio management, utilizing long-term cash-flow projections, risk tolerance assessments, and a range of investment vehicles such as mutual funds, ETFs, and alternative strategies.

Gregory Merritt is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at RFG Advisory, LLC, MML Investors Services, LLC, ProEquities, Inc., First Protective, and Protective Life. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, primarily individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing long-term cash-flow projections and formal risk-tolerance assessments to guide investment strategies across mutual funds, ETFs, and alternative assets.

Christopher Conkell is a CFP® professional with 10 years of industry experience, currently serving at Cahaba Wealth Management, Inc. in Birmingham, AL. He has been with Cahaba Wealth Management since 2011. Outside of his advisory role, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing a disciplined investment approach based on long-term cash-flow projections, risk tolerance assessments, and regular client consultations.

Margaret Truitt is a financial advisor at Cahaba Wealth Management, Inc. in Nashville, TN, holding a Series 65 designation with two years of industry experience. Prior to joining Cahaba Wealth Management in 2022, she worked at Xavier University, St. Olaf College, and Homewood High School. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm provides comprehensive financial planning and portfolio management, using long-term cash-flow projections, risk-tolerance assessments, and documented investment policies to guide asset allocation across mutual funds, ETFs, individual equities, and other strategies.

Crawford Asman is a financial advisor at Cahaba Wealth Management, Inc. with one year of industry experience. He holds a Series 65 credential and has worked previously at Morgan Stanley and California Renewable Energy. Outside of his advisory role, he operates a retail website on eBay selling collectibles and clothing. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm provides comprehensive financial planning and portfolio management, employing a disciplined investment process centered on long-term cash-flow projections and risk tolerance.

Katherine Martin is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL. Her prior experience includes roles at Morgan Stanley, Raymond James & Associates, and BBVA Wealth Solutions. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm provides comprehensive financial planning and portfolio management, employing a long-term, client-driven investment approach with diversified portfolios primarily composed of mutual funds and ETFs.

Ashley Bowling is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 designation with four years of industry experience. Prior to joining Cahaba Wealth Management in 2020, Bowling held positions at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm provides comprehensive financial planning and portfolio management, using a long-term, cash-flow-driven approach with diversified investment strategies and regular client reviews.

Brian O'Neill is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cahaba Wealth Management, Inc. since 2009. He has been involved with Creative since 1996 and is a passive investment partner in Black Dog, LLC, a restaurant and retail alcohol business. Additionally, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and ongoing portfolio management, utilizing long-term cash-flow projections and formal risk-tolerance assessments to guide investment recommendations.

Andrew Smith is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 designation with over nine years of experience. His prior roles include positions at Wealth Enhancement Group, The Investment Counsel Company, and BlackRock. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing a disciplined investment approach based on long-term cash-flow projections and formal risk assessments.

Donald Keeney is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Cahaba Wealth Management, Inc. since 2021 and previously spent 10 years at Mastrapasqua Asset Management, Inc. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm focuses on comprehensive financial planning and portfolio management, using long-term cash-flow projections, formal risk-tolerance assessments, and a range of investment vehicles such as mutual funds, ETFs, and alternative strategies.