CFP®
Managing Director / Financial Advisor / Member Owner
It is rewarding to help clients pursue financial milestones like educating children, retiring comfortably, or making significant charitable gifts without being weighed down by their financial position.
Wayne has focused his career on helping families and businesses establish thoughtful and unique financial plans reflecting their values and life goals. Having been involved in the financial services industry since 1993, Wayne walks with clients through complex life transitions with an eye toward preserving the legacy they want to create and pass on to the next generation. His experience includes significant time spent advising physicians and business owners.
Wayne co-founded Bridgeworth Wealth Management in 2008 and served as a partner, chair of the Finance Committee, and member of the Investment and Steering Committees until Bridgeworth joined with Savant in 2023.
Wayne earned a bachelor of science degree in business from Auburn (AL) University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama. Forbes recognized him in 2022 and 2023 as a Best-in-State Wealth Advisor.
Wayne is a member of Leadership Vestavia Hills and the Auburn Alumni Association, and he attends Brookwood Baptist Church. Wayne and his wife Anna have two adult children and enjoy traveling, attending Auburn football games, and spending time with family.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call