Meet Your Team
A team forged through experience.
Nathan aims to position clients to accomplish their financial goals by using a planning-based approach to identify objectives and building custom portfolios designed to deliver results. He started his career in 2000 and has experience in portfolio management and retirement plan consulting to go along with advising high net worth clients.
Nathan coaches his children’s sports teams, plays golf, canyon ball and is a member of a bowling league. He is involved at Covenant Presbyterian Church, young life, and he also serves as consultant for Reformed University Fellowship.
He earned his MBA in Finance from the University of Alabama at Birmingham and his B.S. in Business Administration from Samford University. Nathan resides in Vestavia Hills with his wife, Kristen, and their three kids, Caroline, Woodson, and Clayton.
Managing Director - Investments
PIM Portfolio Manager
Drew takes a relationship driven approach to wealth management, focusing on comprehensive investment planning, investment management, lending strategies, and estate planning strategies. He is known for his ability to help bring clarity to complex planning concepts and for building long standing client relationships rooted in trust, transparency, and consistent communication.
A graduate of Samford University (Class of 1995), Drew remains actively involved with his alma mater and currently serves on the university’s board. He is deeply connected to the Birmingham community and believes responsible wealth management extends beyond financial results to stewardship, service, and continuity across generations.
Outside the office, Drew enjoys spending time with his family and staying engaged in the community he calls home.
Managing Director - Investments
Private Wealth Financial Advisor
Harold Heath Henderson, CFP, CFP, CEPA
Senior Vice President - Investments
With more than 20 years of experience, Heath designs long-term strategies that integrate investment management, tax awareness, and wealth transfer planning. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA), reflecting his work with individuals and business owners navigating complex financial decisions.
At the core of his process is a simple belief: better outcomes begin with better alignment. Rather than starting with markets or products, Heath begins by understanding what matters most to each client, then builds a strategy around it. This approach helps clients stay disciplined through uncertainty and avoid the behavioral pitfalls that often derail long-term plans.
Clients can expect a relationship built on transparency, consistency, and thoughtful communication. Heath emphasizes structure over prediction—helping clients make informed decisions without being pulled off course by short-term market noise.
A graduate of Auburn University with a B.S. in Finance and Business Administration, Heath remains involved in the Auburn community, including the Greater Birmingham Auburn Club and the You Might Be 4 Auburn Foundation. He also serves as an Elder at Covenant Presbyterian Church.
Outside the office, Heath prioritizes time with his wife, Kelly, and their children—Collins, John Burke, and Turner. Whether on the golf course or cheering on Auburn athletics, he values the same principles in life that guide his work: discipline, perspective, and long-term thinking.
Senior Vice President - Investments
CFP, CEPA
Jamie and his family enjoy exploring the world through travel. He enjoys taking advantage of outdoor activities year-round, such as hunting, fishing, snow sports, water sports, and golf. He earned his B.S. in Business Administration from the University of Alabama.
Managing Director - Investments
Senior Financial Advisor
CFP
James E. “Jim” Kline, CFP, ChFC, CRPC, CFP, ChFC, CRPC
Managing Director - Investments
Jim is a graduate of the University of Alabama with a degree in Corporate Finance and Investment Management. In addition, Jim holds a Christian Leadership certificate from Highlands College.
Next to his faith, Jim’s first priority is his family, which includes his wife, Jennifer, and their three children. As a family they enjoy spending time together traveling and at the lake. Jim is a past Board Member of BigTime Ministries and the Robert E. Reed GI Foundation. Jim also serves (or has served) through his church as a small group leader, greeter, campus support team member, Events team and Highlands College Certificate Coordinator.
Managing Director - Investments
CFP, ChFC, CRPC
Steve was named to the 2020 list of Forbes Best-In-State Wealth Advisors.* He has been a financial advisor with UBS, through its predecessor firm PaineWebber, since 1997. Steve serves as Deacon at Dawson Memorial Baptist Church, Board of Trustees for Alabama Institute for the Deaf & Blind Foundation, past president of the Hoover Athletic Association and past president of the Spain Park Gridiron Club. In his free time, Steve enjoys fishing and spending time with his wife and two children. He earned his B.S. in Finance at Auburn University.
*2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Director - Investments
Senior PIM Portfolio Manager
Mike began his career as a Financial Advisor in 2004 at AG Edwards, a predecessor firm of Wells Fargo Advisors. Mike holds the title Managing Director-Investments and is an Accredited Asset Management Specialist professional.
Mike has earned the distinction of Platinum Council Advisor with Wells Fargo Advisors in 2026. Mike was also recognized as one of the Forbes Best-In-State Wealth Advisors from 2018 - 2026.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.) View award disclosures
Managing Director - Investments
AAMS
1) Multi-Generational Planning & Services: Once a family has significant wealth, the challenge becomes preserving it for future generations. His focus is on complete, multi-generational planning, tax planning strategies, estate planning strategies, investments, cash management and access to lending products and services through Wells Fargo affiliates for today and far into the future. Billy also offers comprehensive investment, charitable & estate concierge services to suit each family’s circumstances.
2) Investment Process: Through the years, Billy has developed an investment process based on institutional principles, financial theory, and the latest industry practices. With robust research and the strength of Wells Fargo Advisors products and resources, each portfolio is actively designed, and goals based. He uses a diversified selection of individual holdings and alternative investments, when appropriate.
3) Intellectual Capital: Through Wells Fargo Advisors, Billy has access to well educated, multi-generational professionals that match the demographics of his client-base. Team members are dedicated to planning, estate planning strategies, philanthropic planning, portfolio reporting, investment research, cash management and insurance planning and access to lending products and services through Wells Fargo affiliates.
Billy graduated from Auburn University with a B.S. in Finance and has been recognized through the industry as a Forbes Best-in-State Wealth Advisor in 2018-2022 and 2024-2026*. Billy enjoys spending his free time with his wife Lisa and their six children, spouses, and grandchildren. His passions away from the office are upland bird hunting, fishing and traveling.
*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Director - Investments
Senior Financial Advisor
He is actively involved at Dawson Memorial Baptist Church, and he leads a men’s group on Tuesday mornings. A former collegiate and professional golfer, Hays values continual improvement both personally and professionally. While he remains passionate about the game of golf, he most enjoys spending time with his wife, Rebecca, and their dog, Copper.
Known for his relationship‑driven approach, Hays believes the best advice begins with listening. He prioritizes understanding each client’s concerns and risk tolerance so he can communicate clearly, build long‑term trust, and help clients feel grounded and informed as markets and circumstances change. By aligning a client’s purpose with a thoughtful planning framework, Hays helps answer three essential questions: Where we are, where we want to be, and how we are going to get there.
Hays earned a Bachelor of Science in Business Administration from the University of Mississippi. A lifelong Ole Miss athletics fan, he frequently returns to Oxford with his wife and family to cheer on the Rebels during football season and spring baseball.
Financial Advisor
Sam is a graduate of the University of Alabama with a degree in Finance and Personal Wealth Management.
Sam grew up in Birmingham, AL and is married to his high school sweetheart, Brooke Tucker Kline. In his free time, Sam enjoys spending time at the lake, fishing, golf and is an avid runner. Sam is active in his community and serves as a Greeter at Canterbury United Methodist Church, a member of the Junior Board for the Reed GI Oncology Research Foundation, and a member of the Junior Board for Alzheimer’s of Central Alabama.
Wealth Planning Consultant
CERTIFIED FINANCIAL PLANNER®
Retirement Income Certified Professional®
CFP, RICP
Assistant Vice President
Senior Registered Client Associate
Cassie is dedicated to assisting clients with a wide range of products and services tailored to their individual financial needs. She holds FINRA Series 7 and Series 63 securities registrations and earned her bachelor’s degree from the University of Alabama at Birmingham.
Cassie resides in Trussville, Alabama, with her husband, Dave, and their two children, Campbell and Riggs. She is highly project driven and passionate about community involvement. Outside of the office, Cassie enjoys spending time with her family, watching her daughter cheer on Friday nights and competitively, and cheering on her son as he plays baseball and lacrosse.
Officer
Senior Registered Client Associate
In her spare time, she enjoys hosting game night, trying new recipes, and spending time with family.
Client Associate
Kim is a Vice President - Senior Registered Client Associate with Wells Fargo Advisors. She has been with Wells Fargo Advisors or its predecessor firms since 1984. Kim has served many roles in our firm, including Operations Manager, and has assisted many financial advisors over the years. Kim was named Wells Fargo Advisors Platinum Client Associate* in 2025 & 2026. She holds her FINRA Series 7 and Series 63 securities registrations.
Kim is a native of Pensacola and is married to Russell. Away from the office, Kim enjoys spending time with her family & friends. She also loves traveling, gardening and going to the beach.
Kim is available to assist you Monday through Friday, 7:30 a.m. to 4:00 p.m.
*2026 The Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants. 2025 The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Vice President
Senior Registered Client Associate
Jacque is an Assistant Vice President - Senior Client Associate with Wells Fargo Advisors. She has worked in the industry for 25 years. Jacque began her career with A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, in 2003 and has assisted several financial advisors over the years, including the branch manager in Knoxville, TN. Jacque was named Wells Fargo Advisors Platinum Client Associate in 2025 & 2026.*
Jacque was born and raised in Knoxville, TN and, after vacationing on the Gulf Coast for over 21 years, she and her husband Lee moved to Pensacola after his retirement from the Knoxville Police department. In her spare time, she enjoys spending time with Lee, and going to the beach as often as they can. They also enjoy spending time with their Goddaughter, Jenna Leigh.
Jacque is available to assist you Monday through Friday, 7:30 a.m. to 4:00 p.m.
*2026 The Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants. 2025 The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Assistant Vice President
Senior Client Associate
Extending Your Strategy Beyond Investments
1offered through Wells Fargo affiliates
Additional Resources
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. These resources are employed by Wells Fargo Wealth and Investment Management (WIM) and Wells Fargo Bank*. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
