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Byron G

CFA®, Series 65

Homewood, AL

Park Place Capital Corporation

Byron Golden is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Park Place Capital Corporation since 2020 and has also worked at Renasant Bank and Renasant Asset Management since 2011. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jake H

CFP®, Series 66

Homewood, AL

Park Place Capital Corporation

Jake Heyer is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Park Place Capital Corporation since 2020 and previously held roles at Lpl Financial LLC and Renasant Bank - Renasant Investment Advisors. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth investors and pension plans. The firm offers portfolio management, financial planning, and sponsors the Monteagle Funds, utilizing fundamental and technical analysis as well as derivatives in managing accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William A

CFA®, Series 63, Series 66

Homewood, AL

Park Place Capital Corporation

William Aycock is a CFA® charterholder with six years of industry experience. He is currently with Park Place Capital Corporation and has previously worked at Regions Investment Management, Institutional Securities Corporation, and Doucet Asset Management. Outside of his advisory role, he serves as assistant treasurer and director of the Kiwanis Club of Birmingham. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers portfolio management, mutual fund sponsorship, and institutional consulting, employing fundamental and technical analysis and managing accounts directly or through sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jason H

CFA®, Series 63

Homewood, AL

Park Place Capital Corporation

Jason Hawkins is a CFA® charterholder with Series 63 registration and over 14 years of industry experience. He has worked at BancorpSouth/Cadence Bank from 2013 to 2026 before joining Park Place Capital Corporation in 2026. Park Place Capital Corporation is a team investment adviser with seven advisors managing approximately $879 million for retail and institutional clients. The firm offers both discretionary and non-discretionary management, employing fundamental and technical analysis, and provides financial planning, institutional consulting, and advisory services for the Monteagle Funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Matthew F

Series 63, Series 66

Homewood, AL

Park Place Capital Corporation

Matthew Foster is a financial advisor at Park Place Capital Corporation with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Renasant Asset Management. Foster has been with Park Place Capital and its affiliated broker-dealer since 2020. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in managing client accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Sarah B

CFP®, Series 66

Homewood, AL

Park Place Capital Corporation

Sarah Burchfield Cobb is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She is currently with Park Place Capital Corporation, where she has worked since 2025. Prior to this, she spent three years at Cahaba Wealth Management and twelve years at Synovus Securities, Inc. Park Place Capital provides investment advisory services to retail and institutional clients, including individuals, high-net-worth investors, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jennifer R

Series 65

Homewood, AL

Park Place Capital Corporation

Jennifer Rawls is a financial advisor with Park Place Capital Corporation, holding a Series 65 designation and five years of industry experience. She has worked at Park Place Capital since 2020 and previously spent seven years with Renasant Bank’s Renasant Asset Management. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth investors and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and integrates fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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