Heath works with business owners, families, and individuals approaching retirement to bring clarity to what their wealth is meant to accomplish. His approach centers on aligning financial decisions with purpose—helping clients move from simply accumulating assets to using them intentionally.

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.

Jamie guides clients through a wealth management process that is designed to help clients create an investment plan. He is on the Board of Visitors of the University Alabama Business School and is an active member of their mentorship program.

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.

Mike grew up in Yorktown, VA and graduated from Auburn University. He is married to Stacy and they have two children, Aiden and Aubrey. Mike volunteers at Ronald McDonald House Charities of NWFL and with the Weekend Feeding Kids ministry at First United Methodist Church in Pensacola, FL. After graduating from Auburn University in 2000, Mike was commissioned a Second Lieutenant in the United States Marine Corps, and proudly served with First Marine Division during combat operations in Iraq in 2003.  Mike left active duty in 2004 as a Captain. 

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

Hays focuses on comprehensive wealth planning, investment management, and long‑term wealth strategies designed to align financial resources with each client’s goals and values. He places a strong emphasis on Next‑Generation planning, working with families to facilitate smooth transitions during key life events such as retirement, career changes, business milestones, or inheritance by helping to bring clarity and confidence to complex financial decisions.

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.

Sam joined the Iron City Wealth Management Group of Wells Fargo Advisors in 2021 and serves as a Wealth Planning Consultant.  He has achieved the CERTIFIED FINANCIAL PLANNER® certification and the Retirement Income Certified Professional® (RICP®) designation. Sam leads the team’s planning efforts in order to develop a thoughtful, comprehensive plan that addresses all aspects of a client’s financial life.  He also works closely with our team members in the areas of Long-Term Care, Insurance, and Annuities.

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.

Cassie began her career in the financial services industry in 2004 with the Private Banking department at National Bank of Commerce in Birmingham. She later transitioned to UBS Financial Services, where she spent 10 years before joining Iron City Wealth Management of Wells Fargo Advisors in 2020.

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.

Haley is a graduate of the University of Alabama at Birmingham with a degree in Marketing. She has been with the team since 2014. Haley works as a client concierge and facilitates everyday tasks including transferring assets, setting up new accounts, and most of the team’s operational processes.

In her spare time, she enjoys hosting game night, trying new recipes, and spending time with family.

Kim helps to ensure that our clients receive superior service. She will book appointments for you and is the first person you should call if you have any questions about your investment planning process. Kim will ensure that the appropriate member of our team responds to your query.

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.

Jacque works alongside Kim to ensure that our clients receive exceptional service. She will assist you with any of your administrative or operational needs and is here to see that your needs are met quickly and accurately. Jacque will help ensure that the appropriate member of our team responds to your query.

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.