JMF Capstone Wealth Management

Richard Gibson is a CFP® professional with three years of experience at JMF Capstone Wealth Management and a longstanding career since 1978 at JamisonMoneyFarmer, PC. He serves as an outside director and audit committee chair for Robertson Banking Company. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, and businesses with discretionary investment management and financial planning, emphasizing diversified, long-term portfolios primarily using passively managed funds and independent managers. The firm is affiliated with Jamison Money Farmer PC, coordinating advisory and pension consulting services to provide integrated support.

Robert Ingram is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He has been with JMF Capstone Wealth Management and JamisonMoneyFarmer PC since 2014. Outside of his advisory role, he serves as a shareholder and CPA at JamisonMoneyFarmer PC and holds trustee and corporate treasury positions in several non-investment-related entities, including a private foundation and an aerospace manufacturing company. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, focusing on diversified, long-term portfolios primarily composed of passively managed and evidence-based funds, and maintains close operational integration with its affiliated accounting and pension consulting firm.

Anita Hayes is a financial advisor at JMF Capstone Wealth Management with 11 years of industry experience. She holds a Series 65 designation and has been with JMF Capstone since 2014. In addition to her advisory role, she devotes approximately half of her time to JamisonMoneyFarmer PC, a non-investment related accounting firm specializing in benefit plan services. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, implementing diversified, long-term portfolios primarily through passively managed and evidence-based mutual funds and ETFs, with additional fixed-income management delegated to third-party managers.

James Brazil is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with JMF Capstone Wealth Management since 2014 and also devotes significant time to his role as a CPA at JamisonMoneyFarmer PC. He is based in Tuscaloosa, AL. JMF Capstone Wealth Management serves a range of clients including individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs diversified, long-term investment strategies primarily using passively managed and evidence-based funds, and integrates advisory, planning, and pension consulting services through its affiliation with Jamison Money Farmer PC and partnerships with sub-advisory firms.

Bryan Chandler is a CFP® and PFS™ with 12 years of experience at JMF Capstone Wealth Management and related entities. He has worked at JamisonMoneyFarmer PC, a public accounting firm, since 1978, where he is involved in audit, accounting, and tax planning. Chandler holds a role in a separate business focused on office building ownership. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm offers discretionary investment management and financial planning, using diversified, evidence-based portfolios primarily through passive mutual funds and ETFs, and coordinates closely with its affiliated accounting firm and pension consulting services.

David Berney is a financial advisor at JMF Capstone Wealth Management in Tuscaloosa, AL, holding Series 65 and Series 66 licenses with five years of industry experience. His prior experience includes roles at Stangier Wealth Management, Summit Funding, and Merrill. JMF Capstone Wealth Management serves individuals, qualified retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses, managing approximately $415 million in discretionary assets. The firm emphasizes a Modern Portfolio Theory-based approach using diversified, passive or evidence-based mutual funds and ETFs, supplemented by model portfolios and alternatives, with specialized exposure provided through independent managers and sub-advisors.

Joel Lake is a financial advisor at JMF Capstone Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has been affiliated with JamisonMoneyFarmer, PC since 1992, where he serves as a shareholder and CPA. In addition to his advisory role, he dedicates part of his time to accounting and holds oversight responsibilities in related business entities. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm focuses on diversified, long-term portfolios using primarily passive and evidence-based mutual funds and ETFs, and integrates advisory, planning, and pension consulting services through affiliations with an accounting firm and third-party managers.