At Willow Private Wealth, we take care of your tomorrow.

Casey specializes in working with medical professionals and people nearing retirement or currently retired. He understands that many of his clients are busy and often don’t have the time to devote to financial planning. At the same time ...

Wes was introduced to the financial world through his father, who is a Certified Public Accountant (CPA). He became passionate about financial planning as he worked with an advisor preparing for his own financial future. This fasciation ...

Zach specializes in bringing strategic and efficient ideas to help his clients in their wealth accumulation and help to meet their financial planning objectives. Additionally, he assists his clients in addressing their risk management ...

Born and raised in Birmingham, Alabama, Brad Acton, CFP® has always been passionate about his faith and serving others. Growing up very involved in the church and ministry, he knew that he wanted to make an impact in the lives of others ...

Originally from Decatur, AL, Sam graduated from Samford University in 2021 with a degree in Public Administration. He joined Willow Private Wealth in May of 2023 as Client Services Associate. Sam’s goal is to deliver excellent client ...

Barbara started working in the finance industry in 2015 and developed a passion for exceptional client service. In 2023 she achieved the Behavioral Finance Advice, BFA ™ designation which has given her a better understanding of client ...