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!