Meet Our Team

At our firm, we have the client—and only the client—in mind.

We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires.

Introducing your team, including strategic partners who provide a tremendous amount of support and experience. We’re the ones that make Midtown Wealth Partners different.

LEAD ADVISOR

Richard D. Gregory

Wealth Partner

(256) 303-6743

rgregory@midtownwp.com

INVESTMENT COMMITTEE

ARILD HOLM, CFA

INVESTMENT COMMITTEE MEMBER*

SEAN PHILLIPS, CFA

INVESTMENT COMMITTEE MEMBER*

JARED SUTTON, CFA, CFP®

INVESTMENT COMMITTEE MEMBER*

PHYLLIS VANCE, CFA

INVESTMENT COMMITTEE MEMBER*

JAMES WESSELS, CPA/PFS, CFA

INVESTMENT COMMITTEE MEMBER*

SUBJECT MATTER EXPERTS

MIKE BERRY, CFP®

RISK MANGEMENT SOLUTIONS*

ANDREW JENSEN

RISK MANGEMENT SOLUTIONS*

MATT BOEHNKE, CFP®

DIRECTOR OF FINANCIAL PLANNING*

ERIC JOHNSON, JD,† CPA, CLU, ChFC

DIRECTOR OF ADVANCED CASE DESIGN*

WENDY LILLY

RETIREMENT PLAN SERVICES*

EMILY TRIPP

FINANCIAL PLAN ASSOCIATE*