OneAscent Birmingham
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OneAscent Birmingham
OneAscent Wealth & Family Offices
OneAscent Wealth Management and Family Offices helps clients and families find clarity, confidence, and contentment in their financial lives. Our advisors translate each family’s unique needs into a customized strategy that aligns planning, investment, and stewardship decisions with what the family values most. We joyfully empower stewards to live, give, and invest well, protecting and enhancing wealth, ultimately fostering generational security.
Heath Morris, CFP®
Senior Lead Advisor
& Shareholder
Hays Latimer, CFP®, CRPC®, CKA®
Senior Lead Advisor
& Shareholder
Phil Shaffer, CIMA®
Senior Lead Advisor, Family Office
Tom Powell, CFP®, QPA
Senior Lead Advisor
& Shareholder
Chad Harrison, CRPC®
Lead Advisor
Sam Jauregui
Planning & Client Services Associate
Chandler Key
Planning & Client Service Associate
Ashley Alliston
Client Relationship Manager
Leslie Isbell
Client Relationship Manager
Martin Smith
Client Relationship Manager
Linda West
Client Relationship Manager
Vita Paparella
Office Manager
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