Birmingham, AL Office

John Imbusch is a financial advisor at BMSS Wesson Wealth Solutions with a Series 65 designation. He has been with BMSS Wesson Wealth Solutions since 2024 and previously worked at Ernst & Young US LLP and the University of Alabama. Outside of finance, he is a part owner and manager of Bill Bradley Plumbing, Inc., a plumbing and HVAC business in Montgomery, AL. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm integrates closely with its parent accounting company and affiliated registered adviser to provide comprehensive portfolio management and specialized planning resources.

Jonathan Brooks is a CFP® and ChFC® with nine years of industry experience. He has been with BMSS Wesson Wealth Solutions since 2024, following roles at The Welch Group, LLC, and Northwestern Mutual-affiliated firms. Outside of his advisory work, he is a partner at Zolbrook Homes LLC, a company that buys, rehabs, and flips single-family homes in the Birmingham area. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions through a team-based model focused on wealth management, financial planning, and trust services. The firm uses a values-based investment approach integrating strategic asset allocation with mutual funds, ETFs, separately managed accounts, and private market investments, supported by a broader advisory ecosystem affiliated with BMSS LLC and EverSource Wealth Advisors.

Matthew Heard is a financial advisor at BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at FireSeeds for eleven years. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting firm and affiliated registered adviser, providing tailored portfolios and a range of services supported by centralized back-office and investment office functions.

Kaylan Adams is a financial advisor at BMSS Wesson Wealth Solutions with a Series 66 credential and one year of industry experience. Prior to joining the firm, Adams worked at Edward Jones and has a background that includes roles at Cove Church Ministries and Asbury Theological Seminary. BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, and consulting. The firm operates a team-based, multi-advisor model and employs a values-based investment process that integrates strategic asset allocation and access to private market and impact investments.

Felix Tankersley is a CFP® professional with 19 years of experience in financial advisory services. He has worked with BMSS Wesson Wealth Solutions since 2018 and previously held roles at OneAscent Financial Services and PNC. Tankersley holds Series 63, 65, and 66 licenses. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and trust services. The firm integrates closely with its parent accounting firm, BMSS LLC, and affiliated adviser EverSource to provide tailored portfolios supported by comprehensive operational and investment resources.

Perrin Jones is a financial advisor with BMSS Wesson Wealth Solutions in Birmingham, AL, holding a Series 66 designation and two years of industry experience. Prior to joining BMSS Wesson Wealth Solutions, he worked at LPL Financial and First Horizon Bank. BMSS Wesson Wealth Solutions is a team-based RIA serving individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with a multi-advisor model. The firm uses individualized investment policy statements and a strategic asset allocation approach supported by EverSource’s investment department, offering both traditional and values-based investment options.

Mark Wesson is a CFP® with 16 years of industry experience and serves as CEO of BMSS Wesson Wealth Solutions, a role he has held since 2016. He has worked with EverSource Wealth Advisors and BMSS, LLC during his career. Outside of his advisory work, Mr. Wesson provides uncompensated strategic advice to Third Coast Content, a faith-based film production company, and Sovereign's Capital, a private equity and venture capital firm. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, and consulting services. The firm is affiliated with BMSS LLC and EverSource, offering integrated tax and estate consulting, tailored portfolio management, and values-based investment options.

David Hinshaw is a CFP® professional with five years of industry experience. He is currently an advisor at BMSS Wesson Wealth Solutions and previously worked at OneAscent Wealth Management, the Christian Medical Ministry of Alabama, and Auburn University Honors College. BMSS Wesson Wealth Solutions serves individuals, families, estates, trusts, charitable foundations, and institutional clients with investment advisory, wealth management, financial planning, trust services, and consulting. The firm integrates closely with its parent accounting company, BMSS LLC, and affiliated registered adviser EverSource, offering tailored portfolios and a range of services including Life Impact Stewardship Planning and value-based model portfolios.

Dudley Simms IV is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He currently works at BMSS Wesson Wealth Solutions and has previously been employed at firms including Fisher Investments, Chessman Wealth Strategies, and J.P. Morgan Securities. Outside of his advisory role, he is a limited partner in SIMMCO, LLC, a commercial real estate company. BMSS Wesson Wealth Solutions serves high-net-worth individuals, families, trusts, charitable foundations, and institutions through a team-based investment advisory and wealth management approach. The firm uses a multi-advisor model with individualized investment policy statements and strategic asset allocation, supported by EverSource Wealth Advisors for portfolio construction, trading, and due diligence.