Category Archives: Team News

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.

Cahaba Welcomes Walton Cobb


Walton Cobb, CFP ®
Financial Advisor

Cahaba Wealth Management is delighted to announce that Walton Cobb, CFP ® has joined our team as a Financial Advisor in the Birmingham office. Walton’s passion is to assist families in reaching their financial goals through the highest level of service and personal care.


Walton began her career in 2007 as a client service associate at Rochdale Investment Management, a boutique mutual fund company, located in New York, NY. She moved back to her home state in pursuit of a career in family financial planning, where she joined Creative Financial Group as a Financial Planning Analyst in 2010. There, she progressed into a relationship manager providing financial guidance through tax planning, investment management, cash flow management, retirement planning, and insurance needs analysis. Walton is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds a Bachelor’s degree in Accounting and a Master’s degree in Financial Planning (both from the University of Alabama).


Walton and her husband Maury have two children, Maggie and Wil. They are members of Saint Luke’s Episcopal Church in Birmingham. Walton is a sustainer of the Birmingham Ballet Guild and is on Children’s Hospital of Alabama’s Committee for the Future. In her spare time, she enjoys traveling with family and attending Alabama football games.