Our highly experienced team, including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professionals, CPAs, and a Chartered Financial Analyst (CFA®) can help bring your investments, cash flow, and retirement goals together in a well-integrated, personalized plan.
Brian O'Neill, a Certified Financial Planner™, is the founder and President of Cahaba Wealth Management, Inc. He founded the firm in late 2009 with the goal of focusing the firm's efforts to provide customized financial planning, tax and estate planning, and active investment advisory services to corporate executives, business owners and high net worth individuals. Brian specializes in the areas of retirement transition planning, executive compensation and investment management.
Brian began his career in private banking with Bank of America in 1995. Eighteen months later, he joined Creative Financial Group where he spent over 13 years. During that time, he opened and ran the company's Birmingham office and later served as Senior Vice President over company operations in Atlanta. It was during this time that Brian cultivated his passion for working with individual clients, while also leading retirement seminars and workshops for executives and employees of AT&T, Southern Company, Equifax and other local companies.
Brian graduated from Rhodes College in 1994 with a Bachelor's degree in Economics. He serves on the Rhodes Red & Black Executive Committee and has also served as a member of the Rhodes alumni volunteer group. He is involved with Habitat for Humanity through his membership in the Cathedral of Christ the King in Atlanta and serves as the president of the Loring Heights Neighborhood Association. Brian is also a member of the Georgia Chapter of the Financial Planning Association, the National Association of Personal Financial Advisors, and he serves on the board of Soccer in the Streets.
Brian and his wife Laura live in midtown Atlanta with their daughter Isabella and sons Duncan and Tanner.Close
Henry Wideman, a Certified Financial Planner™, is Vice President and a Partner of Cahaba Wealth Management. Henry joined Cahaba in March 2012. His primary focus is to develop and implement financial strategies for retirees, executives, physicians, attorneys, and other high net worth individuals. Henry specializes in providing financial solutions and investment management for those clients experiencing a life transition such as retirement, survivorship, divorce, sale of a business, or family inheritance.
Henry graduated from The University of Alabama in 1997 with a Bachelor’s degree in Family Financial Planning. Upon graduation, he immediately began his career with Cooper, Jones, and McLeland, a successful wealth management firm in Fairfax, Virginia. One year later, he joined Creative Financial Group in Atlanta, Georgia, where he began working with both active and retired Southern Company and AT&T employees. This experience in Atlanta inspired his passion for developing and maintaining long term relationships with clients and their families. The firm then expanded into Birmingham where Henry eventually became a Vice President and presided over company operations in Birmingham. Henry’s total tenure with Creative Financial Group lasted 14 years.
Henry is currently a Certified Financial Planner™ and a Registered Investment Advisor. He has also carried many other licenses in the securities and insurance areas of financial planning.
Henry is an active member of Trussville First Baptist Church and has coached many youth soccer, basketball, football, and baseball teams. He is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Henry lives in Trussville, Alabama with his wife Kim and their 3 children, Carson, Kaleigh, and Jackson.Close
Charles (Charlie) Anglin wears many hats at Cahaba Wealth Management including Adviser, Partner and Chief Investment Officer. His focus on helping clients accomplish their life goals through effective financial decision making. He works to provide the highest quality financial planning and investment advice free from conflicts of interest. Charlie believes everyone can benefit from discussing financial decisions with a trusted professional and enjoys seeing the results of his work when clients reach milestones and realize their financial goals.
He has distinguished himself by earning the Chartered Financial Analyst (CFA®) designation, considered the definitive standard for measuring competence in the fields of portfolio management and investment analysis. Charlie is also is a Certified Financial Planner™ (CFP®) professional.
Charlie has over 11 years in the financial services industry and joined Cahaba in August 2013. He began his career in 2002 with Raymond James in Atlanta, while pursuing his industry designations over a five-year span. Prior to his time at Raymond James, he spent four years in Athens earning his Bachelor of Science Financial Planning degree from the University of Georgia.
Originally from Savannah, Charlie is married to Caroline Anglin and has a young daughter, Carlisle. He and his family are a parishioners of Christ the King parish and live in Buckhead. In his free time, Charlie enjoys the outdoors, playing golf and attending UGA football games.Close
William Jackson joined Cahaba Wealth Management in May 2016 as the managing partner of the firm's Nashville office. Will joined with the goal of expanding Cahaba's proven efforts of providing customized financial planning, tax and estate planning, and active investment advisory services to corporate executives, business owners and high net worth individuals. Over the years, William has cultivated his passion for working with individual clients who are seeking proven financial solutions to their retirement and investments needs that are consistent with their risk profile, time horizon and income needs.
William began his career in New York with Bankers Trust Company in 1994 as an analyst on the international equity team. Two and a half years later, he moved to Nashville and joined Equitable Securities where he spent 4 years, followed by 11 years as Managing Director at Avondale Partners. In early 2013, he joined Iroquois Capital Group as a Managing Director with responsibility for managing the Iroquois Financial Partners II fund. William has held positions in portfolio management, research, sales and trading for both retail and institutional clients. He previously held FINRA Series 6, 7, 24, 55, and 65 licenses. William is currently a Certified Financial Planner™ and a Registered Investment Advisor. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. William graduated from Rhodes College in 1994 with a Bachelor's degree in Economics.
He currently serves as a board member for Purpose Preparatory Academy and Head Usher at Westminster Presbyterian Church. He is a former board member of the Fannie Battle Day Home and ACG (TN).
Will and his wife Molly live in Pegram, TN with their daughter Sadie and their son Fred is continuing the family tradition as a freshman at Rhodes College.Close
Chris Conkell is a financial adviser in Cahaba Wealth Management’s Atlanta office. Chris works to understand his clients’ financial planning needs, evaluate potential options and clearly explain alternative investment solutions to help clients work toward achieving financial independence.
Chris joined Cahaba in June 2011, after interning with the company in the summer of 2010. Chris works with individual clients throughout the Southeast. He holds a Certified Financial Planner™ designation and is a Registered Investment Advisor.
Chris graduated from Rhodes College in 2011, where he majored in Business Administration with a focus on tax and accounting. Chris was also the captain of the Rhodes baseball team his final two years. In his free time he enjoys reading, playing softball, attending Braves games, and exploring Atlanta’s dining scene. He currently lives with his wife, Sarah, in midtown Atlanta.Close
With more than seven years of experience in the financial services industry, Madeline enjoys providing each client with sound investment and financial planning advice that will help maximize their wealth today and in the future. Madeline guides clients through a comprehensive planning process and continues to monitor their plans to provide peace of mind on all their financial matters.
Prior to joining Cahaba Wealth Management, Madeline gained experience working as a Client Service Associate at TrueWealth Management in Buckhead, Atlanta, Georgia, for three years and as a Registered Assistant at Bill Few Associates in Pittsburgh, Pennsylvania, for two years. Madeline’s educational background includes earning an Applied Economic Management degree from Virginia Tech in May 2012. As a Financial Advisor, Madeline earned the CERTIFIED FINANCIAL PLANNERTM designation in 2015. To earn her CFP®, Madeline completed hundreds of hours of rigorous course work and examinations, agreed to adhere to high standards of ethical conduct and completed the CFP® Board’s ongoing certification requirements. Away from the office, she enjoys cooking traditional dishes from around the world. Madeline also loves spending time outdoors and attending pure Barre Classes. Madeline and her husband, Craig McIvor, live in Midtown Atlanta.Close
Susan Copeland, a Certified Financial Planner™, is a Financial Advisor for Cahaba Wealth Management's Birmingham office. Susan strives to help clients focus on their true values and motivations in their lives and works to determine those goals and objectives as they see their lives develop. She uses these values, motivations, goals, and objectives to engage and empower clients to form decisions that align with what matters the most for achieving their present, immediate future, and longer-term life and financial choices.
Susan joined Cahaba in February 2016 to assist with the growth and development of the Birmingham office, while providing our clients with a professional ongoing financial planning experience. Prior to joining Cahaba Wealth Management, Susan began her career with a regional broker dealer where she managed the growth and business of an assigned portfolio of independent advisors. While serving in this role, she was introduced to the RIA platform where she identified working in the independent Investment Advisory business was where her strengths were best suited. She then expanded her career by joining a local RIA firm where she became FINRA 65 licensed and served in the defined contribution space educating participants on retirement readiness. Deepening her passion for building meaningful relationships, Susan decided to focus on financial planning as a means to help others positively enhance their lives.
Susan graduated cum laude from the University of Alabama at Birmingham in 2005 where she earned her B.A. in Spanish. She currently resides in Homewood, Alabama where she is raising her 3 sons. She enjoys trail running in her spare time and teaching spin classes at her local gym to help encourage healthy living goals among participants.Close
Jake joined Cahaba Wealth Management in 2018. As a Financial Advisor, Jake enjoys creating clear financial plans for individuals and families. He earned his CPA designation in 2018 and brings his strategic tax-planning knowledge to help develop, build and maintain long-term, tax-advantaged client plans. As a CPA and Financial Advisor, Jake has knowledge and experience in multiple financial planning areas. His tax insights provide a sound foundation for customizing each client’s financial and investment plans to meet their unique needs and specific goals.
With a high level of intellectual curiosity, Jake continues to study the best practices in financial planning and investment management to ensure clients are receiving the highest quality advice and service possible.Prior to joining Cahaba Wealth Management in 2018, Jake worked in Business Operations for Harp Design Co. and held the position of Audit Associate at KPMG.
Jake earned a Bachelor of Business Administration and Master of Accountancy from Baylor University in 2015. Jake is an alumni of Young Leaders Council and is currently serving on the Metro Nashville Young Life Committee. Jake enjoys golf, tennis, running and reading. He lives in Nashville with his wife, Maddie, son, Calvin and dog, Franklin.Close
Louis joined Cahaba Wealth Management in 2018. As a Financial Advisor, Louis seeks to construct comprehensive financial plans and provide intentional client service. He spends time educating clients on how tax-advantaged financial plans can help them reach their financial goals. He enjoys the process of analyzing each client’s set of financial circumstances and strives to simplify complex topics in order to provide clarity and comfort.
Previously, Louis worked at PricewaterhouseCoopers as a part of its Assurance Practice in Nashville, Tennessee. During his time with PwC, Louis earned the Certified Public Accountant designation. The certification process and his client experience at PwC gave Louis exposure to a wide array of business, finance and accounting concepts that provided an excellent foundation for his career as a Financial Advisor.
Louis graduated from the University of Alabama where he obtained a bachelor's degree and master's degree in accounting. Away from the office, Louis has a passion for the outdoors and enjoys the occasional round of golf. Louis and his wife, Haley, reside in Birmingham, AL.Close
Angela Golsan is the Executive Assistant to Henry Wideman, Vice President of Cahaba Wealth Management and also the office manager for the Birmingham office. She assists in everyday operations within the firm as well as the daily needs of clients. Angela worked in Human Resources at a local broker dealer, before moving to Cahaba Wealth Management in June of 2016.
Originally from Tampa, Angela graduated from the University of South Florida in 2012 with a degree in Mass Communications. She now lives in Birmingham with her husband, Judd and her dog, Duke.Close
Andrea Evangelesta works as the executive assistant to Brian O’Neill, president of Cahaba Wealth Management, and office manager of the Atlanta office. Andrea began her career at Cahaba Wealth Management in March 2017, after spending four years at a concierge medical practice in Sandy Springs. Andrea focuses on providing high-level administrative support to the advisors, daily operations within the company, and tending to the day-to-day needs of clients.
Andrea is originally from Greenville, SC and graduated from the University of South Carolina with a B.A. in Sociology. Andrea currently lives in downtown Atlanta with her husband Nathan and their three dogs.Close