COLLABORATIVE
TEAM
We combine our decades of collective experience and different skill sets, including comprehensive planning, investment management, and tax management, to help clients across every aspect of financial life. Importantly, our team has the longevity and staying power to partner with you for today, tomorrow and the next generation of your family.
Matthew began his career in the wealth management industry in 2008. He focuses on investment research, financial planning and client reviews. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional who has also completed the requirements for the Portfolio Manager and Retirement Plan Consulting Specialist designations. Matthew received his bachelor’s degree from Auburn University.
Matthew and his wife, Leigh, live in Auburn, Alabama with their four children.
Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.
Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including wealth, estate, and tax planning. At Marble Wealth, she focuses on financial planning and client relationships, along with the day-to-day operations of the firm.
Rebecca and her husband, Jason, live in Montgomery with their two children.
Adam focuses on portfolio modeling, construction, and management. Before joining Marble Wealth, Adam spent 17 years with the Retirement Systems of Alabama, serving as an equity analyst, portfolio manager, and trader. He holds the Chartered Financial Analyst® (CFA) designation and has served as President and board member of the CFA Society of Alabama. Adam received his bachelor’s and master’s degrees (Finance) from the University of Alabama.
Adam and his wife, Katherine, live in Wetumpka, AL with their two children.
Matthew began his career in the wealth management industry in 2008. He focuses on investment research, financial planning and client reviews. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional who has also completed the requirements for the Portfolio Manager and Retirement Plan Consulting Specialist designations. Matthew received his bachelor’s degree from Auburn University.
Matthew and his wife, Leigh, live in Auburn, Alabama with their four children.
Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.
Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including wealth, estate, and tax planning. At Marble Wealth, she focuses on financial planning and client relationships, along with the day-to-day operations of the firm.
Rebecca and her husband, Jason, live in Montgomery with their two children.
Adam focuses on portfolio modeling, construction, and management. Before joining Marble Wealth, Adam spent 17 years with the Retirement Systems of Alabama, serving as an equity analyst, portfolio manager, and trader. He holds the Chartered Financial Analyst® (CFA) designation and has served as President and board member of the CFA Society of Alabama. Adam received his bachelor’s and master’s degrees (Finance) from the University of Alabama.
Adam and his wife, Katherine, live in Wetumpka, AL with their two children.
Dustin is Senior Wealth Associate at Marble Wealth. Prior to joining the firm, he was a Wealth Strategy Associate at Longleaf Wealth Management (UBS). He is a graduate of Auburn University at Montgomery with a degree in Economics. Dustin is originally from Eclectic, Alabama.
Lauren is a Financial Associate at Marble Wealth. She is Series 7, 65, and 63 licensed and holds the Certified Plan Fiduciary Advisor (CPFA) designation. She received her BS in Public Administration from Auburn University in 2008. She has worked in the financial industry over the last 12 years and has experience in 401k Retirement Plans, wealth management, and municipal bond underwriting.
Lauren and her husband, Coleman, live in Pike Road, Alabama with their two children.
Darry is a Wealth Management Associate at Marble Wealth. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Taxation and Data Analytics from the University of Mississippi. Before joining Marble Wealth, Darry spent three years with KPMG in Birmingham.
Darry is originally from Montgomery and now lives in Birmingham with her husband, Austin.
Dustin is Senior Wealth Associate at Marble Wealth. Prior to joining the firm, he was a Wealth Strategy Associate at Longleaf Wealth Management (UBS). He is a graduate of Auburn University at Montgomery with a degree in Economics. Dustin is originally from Eclectic, Alabama.
Lauren is a Financial Associate at Marble Wealth. She is Series 7, 65, and 63 licensed and holds the Certified Plan Fiduciary Advisor (CPFA) designation. She received her BS in Public Administration from Auburn University in 2008. She has worked in the financial industry over the last 12 years and has experience in 401k Retirement Plans, wealth management, and municipal bond underwriting.
Lauren and her husband, Coleman, live in Pike Road, Alabama with their two children.
Darry is a Wealth Management Associate at Marble Wealth. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Taxation and Data Analytics from the University of Mississippi. Before joining Marble Wealth, Darry spent three years with KPMG in Birmingham.
Darry is originally from Montgomery and now lives in Birmingham with her husband, Austin.
When working with Marble, you can expect a dedicated team driven by our genuine Southern values:
OUR VALUES
RESPECT
we value your family as our family.
HONESTY
we are open, truthful and transparent.
INTEGRITY
we always strive to do the right thing.
PASSION
we love to serve and protect others.
RESOLVE
we relentlessly pursue new possibilities.