Brianne Smith
Financial Advisor
Brianne has been helping clients plan for their financial futures for 25 years and manages both a CPA firm and a financial planning and advisory practice. Her passion for financial education extends to the classroom, where she is an accounting professor at Auburn University at Montgomery. Brianne is passionate about making finance accessible to everyone and is always looking for new and innovative ways to teach and learn.
When Brianne isn’t busy advising clients or teaching students, she enjoys traveling, pilates, and hanging out with her family and yellow lab, Winter.
Zachary Wilson
Personal Assistant
Zachary is currently pursuing an accounting degree at The University of Alabama. Working diligently and remotely, he searches for ways to improve and support the team whenever possible. He has a strong drive to achieve success and help people through financial advising and accounting services.
Out of the office Zach likes to stay active lifting, running, and playing sports. It’s important he spends quality time with his friends and family, and he lives out his passion for personal growth through his podcast and church involvement.