About Us

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

Why clients work with their Financial Advisor?

Our advisors pride themselves on building trusting relationships with their clients. That starts with listening. Everyone has their story, and we believe that your financial life plan should reflect that uniqueness. We take a personalized approach to working with you. Connectedness hinges on communication. In person, via your customized portal in a video conference, our advisors spend their time working with you.

Casey Marshall

Casey Marshall

Founding Partner, Wealth Management Advisor

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, they want to prepare for a secure financial future. Casey bridges this gap.

As an advocate for his clients and their children, he creates workable, real-life financial plans to help them become financially independent, enjoy retirement and leave a legacy for the next generation.

Casey is originally from Georgetown, Kentucky. His wife, Ashley, is from Vestavia Hills. The couple has three children — Olivia, Norah and Finn — and live near Mt. Laurel in Birmingham. He is a graduate of Samford University and enjoys spending time with his family, gardening, golf, playing guitar and hunting.

“I’ve found that most people desire to be financially secure yet very few are able to achieve it. I believe that this is due to the chasm between intention and direction. This is where I can help.”

Schedule a Call with Casey
Wes Miller

Wes Miller

Founding Partner, Wealth Management Advisor

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 with what’s possible through planning led him to pursue a career in the profession. Today, he loves helping his clients work toward their financial goals.

Wes and his wife, Jessica, have one son named Avery and live in Vestavia Hills, Alabama. Jessica is the Executive Director of the Alabama Chapter of the Alzheimer’s Association, and the family is regularly engaged in Alzheimer’s awareness and fundraising activities. They are also active with their church. Wes is an avid sports fan and enjoys being outdoors as much as possible.

“Impacting people in a meaningful and positive way is what makes me excited to be a financial planner every day.”

Schedule a Call with Wes
Zach Wicker

Zach Wicker

Partner, Wealth Management Advisor

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 and estate planning goals.

Inside or outside of the office, Zach strives for his relationships to have a strong sense of trust and transparency. “I want my clients to always feel comfortable and have a good understanding of why we are implementing the strategies to help them achieve their financial goals.”

Zach and his wife, Morgan, have three children. They have two boys, Pearson and Hayes, and a daughter, Sloane. He and his family are members of Hunter Street Baptist Church and enjoy family time, spending time outdoors, and being part of the community.

Schedule a Call with Zach
Brad Acton

Brad Acton, CFP®

Partner, Wealth Management Advisor

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 as his career. He felt a calling to go into ministry, so upon graduating from Auburn University, Brad went on to earn a Master of Divinity at Duke University. He spent the next several years serving as a pastor in North Carolina. After about a decade in the ministry, Brad and his wife, Emily, made the tough decision to return home to Birmingham to be there for their family during a time of tragedy. Having witnessed how important the relationship, support and clarity that Financial Advisors can provide their clients during trying times, he knew that the next chapter of his life would not be in the ministry, but in finance. In 2014, Brad started his career in finance, and he has never looked back. He earned his CERTIFIED FINANCIAL PLANNER™ certification and is passionate about building deeper relationships with his clients, planning, and being there for his clients. His mission is to help you create a plan that prioritizes your goals, values, and needs, so that you focus on what is important to you.

Brad and his wife, Emily, have four children: Carolyn, Thomas, Andrew, and Hannah. Outside of the office, Brad and his family lead an active lifestyle, enjoying exercise, coaching kid's sports teams, and staying involved in their school. Brad is a big fan of basketball and baseball, supporting the Duke Blue Devils and Los Angeles Dodgers.

Schedule a Call with Brad
Sam Evans

Sam Evans

Client Service Associate

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 service and support to Willow Private Wealth Clients. Outside of work, you will find Sam spending time with his fiancée and family, watching EPL soccer, and spending time at the lake.

Schedule a Call with Sam
Barbara Thompson

Barbara Thompson

Client Services Director

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 behavior and the ability to build a stronger client relationship through trust and empathy. One of her main goals is to have a meaningful relationship with each client and to play an important role in the customized planning experience that is carefully and uniquely designed to help accomplish the client's financial goals.

Barbara grew up in Colorado, but with more than 20 years in Alabama, she is a true Southern girl. She lives out in the country with her husband, Richard and their daughter, Whitney. Richard owns his own business and Whitney attends Briarwood Christian School.

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

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