Monthly Archives: July 2022

Recent CWM Promotions

It is with great pleasure that we formally announce three recent promotions within the Cahaba Wealth Management Team!

Josh Hegland and Robert Eifert have both been promoted to the role of Associate Advisor. Josh and Rob have both made clear their intent to stay on a career path to eventually becoming Lead Advisors here at Cahaba, and the partner group believes in both of their ability to achieve that.

Jacquie Webster has been promoted to the role of Associate Advisor/Nashville Team Lead. Jacquie strives to balance the responsibilities of financial plan development and client service that we place on our Associate Advisors, with an organizational role helping drive growth for the entire Nashville team.

First and foremost, all three of Josh, Rob and Jacquie live the Cahaba values and are wonderful team members. In addition to that, each of Josh, Rob and Jacquie have also shown growth in their technical expertise and relationship management skills to warrant promotion. Please join us in congratulating them!

Cahaba Welcomes Maggie Truitt

Maggie Truitt
Financial Planning Analyst

Please join us in welcoming Maggie Truitt as a Financial Planning Analyst in our Nashville office. In May 2022, Maggie graduated Summa Cum Laude from Xavier University where she earned a Bachelor’s of Science in Mathematics and a Bachelor’s of Art in Spanish. Maggie’s collegiate interests in applied mathematical models allowed for specific development in her quantitative reasoning skills. While attending Xavier, Maggie was a member of Pi Mu Epsilon, served as the Spanish Major Declaration Mentor, and worked as a Committee Co-Chair for Xavier’s Student Activities Council.

Originally from Birmingham, AL, Maggie enjoys cheering on Auburn football and the Tennessee Titans. In her spare time, she loves hiking, trying new restaurants, and exploring her new home of Nashville.