About Us

Mark Wesson is the founder and CEO of BMSS Wesson, where he leads a team of advisors dedicated to helping individuals, families, and business owners navigate financial planning, investment management, and values-based strategies. With more than 30 years of experience in private banking and wealth management, Mark has advised clients on a wide range of financial and legacy planning topics, always with an emphasis on stewardship and long-term clarity. 

 Prior to founding BMSS Wesson in 2016, Mark held senior leadership roles at Cadence Bank, Wells Fargo, Wachovia, and SouthTrust Bank. His work has included oversight of trust, brokerage, RIA, and private banking divisions, as well as consulting with wealth advisors across the country. Mark is a Certified Financial Planner™ and Certified Kingdom Advisor® and remains actively involved in faith-based and community organizations throughout Alabama.  He and his wife, Missi, have been married for over 30 years and are proud parents and grandparents. 

Tank Tankersley brings over 30 years of experience to his role as Senior Wealth Advisor, helping clients bring order and clarity to complex financial decisions. He has deep expertise in tax-efficient planning, estate strategies, and investment management—including private alternative assets—and has traded more than $7 billion in bonds over the course of his career. Tank is known for delivering custom, values-driven advice to affluent families and business owners navigating sophisticated planning needs. 

His advanced credentials reflect a lifelong commitment to professional excellence and technical mastery across multiple disciplines in wealth management. Tank earned both his undergraduate and MBA degrees from Auburn University and has served in leadership roles with the Estate Planning Council of Birmingham and the National Christian Foundation of Alabama. Outside of work, he enjoys time with his wife and two daughters, volunteering as an elder in the Presbyterian Church in America, and cheering on his favorite SEC teams. 

As Firm Administrator at BMSS Wesson, Leslie Urrea oversees the day-to-day operations of the firm and supports both the internal team and the client experience. With over 15 years of experience serving advisors and high-net-worth clients, Leslie ensures the firm runs smoothly and efficiently behind the scenes. Her background includes seven years managing complex life insurance strategies at an ultra-high-net-worth estate planning firm. 

Leslie holds a bachelor’s degree from Auburn University and is known for her reliability, attention to detail, and calm professionalism. She enjoys spending time with her husband and two daughters and brings the same sense of care and steadiness to her work that she values in her personal life.

Abigail Waddell serves as a Senior Financial Planner at BMSS Wesson, where she works closely with clients to develop thoughtful, tax-aware strategies tailored to their goals. With over a decade of experience, she specializes in complex planning for high-net-worth families, business owners, and multigenerational households. Abigail brings a calm, analytical presence to each client relationship, helping translate complexity into clarity. 

She holds both bachelor’s and master’s degrees in accounting from Auburn University and maintains active CPA and CFP® credentials. Abigail lives in Maryland with her husband and three children but frequently returns to Alabama to meet with clients and visit extended family. In her free time, she enjoys reading, playing piano, and spending time outdoors—often with a frisbee in hand. 

Dudley Simms works closely with the BMSS Wesson Wealth Advisors to design investment portfolios aligned with each client’s goals, values, and long-term financial plan. With a career in financial services that began in the late 1990s, Dudley brings deep experience from previous roles at Merrill Lynch Investment Managers, JPMorgan, and Fisher Investments. He leads the day-to-day oversight of BMSS Wesson’s investment strategies and is passionate about helping clients think beyond the numbers to make wise, informed decisions.

Dudley holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations, reflecting his commitment to excellence in portfolio management and client-focused planning. He earned his undergraduate degree from the University of North Carolina at Chapel Hill and a Master of Theology degree. After nearly four decades in Texas, Dudley and his wife, Aimee, now call Birmingham home. They have been married for over 35 years and are proud parents of four adult sons.

Anna Jackson supports multiple advisors at BMSS Wesson by implementing financial strategies and providing consistent, high-touch service to clients. With over 25 years of experience in administration, management, and client service, Anna brings a calm efficiency and attention to detail that helps ensure every client interaction is seamless. 

Known for her friendliness, accuracy, and responsiveness, Anna plays a vital role in maintaining trusted relationships with clients and their families. She holds a Bachelor of Science in Business Administration from Troy University. Outside of work, Anna enjoys playing games with family and friends, volunteering at her church, and experimenting with new recipes in the kitchen. 

JD Imbusch supports the BMSS Wesson advisory team by helping create customized financial strategies for clients navigating important life and financial decisions. He brings a strong foundation in tax accounting from his time at Ernst & Young, where he worked with a range of clients on complex tax matters. JD focuses on retirement planning and tax-efficient strategies that align with each client’s goals. 

A licensed CPA, JD is currently pursuing his Certified Financial Planner™ designation. He holds a bachelor’s degree in accounting and a master’s degree in Sport Hospitality from the University of Alabama. Outside of work, JD enjoys traveling, catching movies in theaters, and cheering on the Crimson Tide with his wife, Caroline. 

Lisa Hill Mathews brings over 20 years of experience in the financial industry to her role as Project Manager at BMSS Wesson. With a background in accounting and a strong foundation in client service, she helps coordinate initiatives and ensure that every detail falls into place. Lisa is known for her ability to turn ideas into action while fostering positive relationships with clients and colleagues alike. 

She holds a bachelor’s degree in accounting and an MBA from the University of Alabama at Birmingham, along with a master’s certificate in Project Management from George Washington University. Though no longer an active CPA, her training continues to shape her work with precision and care. Outside the office, Lisa enjoys hiking, biking, and spending time with her family. 

Luke works with business owners and multigenerational families to simplify complex financial decisions and align their wealth with their values, vision, and long-term goals. With nearly a decade of experience in wealth management, he specializes in business succession planning, estate coordination, tax strategy, and comprehensive financial planning. Luke takes a thoughtful, relationship-driven approach to help clients build, preserve, and transfer wealth in alignment with their values and purpose.  

He holds a degree in Bible and Business & Organizational Leadership from Columbia International University and has earned multiple advanced designations in financial planning. Originally from Greenville, South Carolina, Luke calls Birmingham home, with his wife, Emily, and their son, Caleb. He enjoys family and friends, staying active, cooking, traveling, and serving in their church community. 

David Hinshaw helps clients navigate complex financial decisions by aligning their financial resources with what matters most to them. With a focus on retirement planning, estate strategies, and values-based investing, he brings technical expertise and careful listening to every client relationship. David has worked in wealth management since 2020, serving high-net-worth individuals and families with thoughtful, tax-efficient planning.  

 He holds a B.S. in Social Science Education from Auburn University and a Master of Arts in Biblical Studies from Reformed Theological Seminary. In addition to his CFP® certification, David has pursued advanced training in wealth planning and portfolio construction. He lives in Alabama with his family and enjoys reading, being outdoors, and keeping up with sports. 

Matt Heard helps clients align their financial decisions with their long-term goals and values. With over a decade of experience in finance and executive leadership, he has advised hundreds of business owners and executives on budgeting, compensation, and growth strategy. Before joining BMSS Wesson, Matt played a key role in scaling leadership development companies with a nationwide impact. 

 He is actively pursuing his Certified Financial Planner™ designation and holds a B.B.A. in Finance and Accounting from the University of West Georgia. Matt enjoys playing golf, staying active with friends, and spending time with his wife, Anna, and their three children. He and his family are members of Briarwood Presbyterian Church, where he has served as a Deacon and in various leadership roles.