We are excited to announce the official launch of the Howard & Simpson Wealth Management Team, proudly situated in the Tuscaloosa community with a unified vision and a deep commitment to guiding families through every stage of financial planning.

Bringing together a talented group of advisors under one practice, our team includes Terry Simpson, CFP®, Rusty Howard, CRPC™, Carter Lachney, CFP®, and Sarah Beth Hahn, CFP®, AAMS®, each dedicated to helping individuals, families, and local businesses with empowering financial advice and confidence. Serving clients nationwide while proudly rooted in the growing Tuscaloosa community, our team understands that financial needs evolve just as quickly as the world around us. Whether you’re local to Alabama or working with us from across the country, we’re here to provide thoughtful strategies, meaningful guidance, and a personalized experience built on long‑term relationships.

With our new name and collaborative structure, we’re strengthening our ability to support you, your goals, and your future. Whether you're planning for retirement, navigating life transitions, or building generational wealth, the Howard & Simpson Wealth Management Team is honored to serve as an experienced resource in the heart of Tuscaloosa, Alabama, delivering the clarity and support you need to move forward with confidence.

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Team photo
Team photo

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Our advisors

Terry Simpson

CFP®

Private Wealth Advisor

Learn more about Terry Simpson Visit Terry Simpson's website

Rusty Howard

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Rusty Howard Visit Rusty Howard's website

Carter Lachney

CFP®

Financial Advisor

Learn more about Carter Lachney Visit Carter Lachney's website

Sarah Beth Hahn

CFP®, AAMS®

Financial Advisor

Learn more about Sarah Beth Hahn Visit Sarah Beth Hahn's website


Our team

Jonathan Simpson

Jonathan Simpson

Client Service Specialist

Becky Williamson-Martin

Becky Williamson-Martin

Client Service Manager

Ellie Howard

Ellie Howard

Intern