Category: News

Meet Nicole Gardner, Longview’s Newest Team Member

We would like to take the opportunity to introduce you to our newest team member, Nicole Gardner. Nicole joined Longview in October.

As many of you are aware, Debbie is retiring at the end of the year. Debbie has played an integral role in the success of Longview since 2008. Over her time at Longview, she has worn multiple hats, serving as an administrative assistant, client service associate, office manager, and now, trainer to Nicole. We are so grateful for Debbie and will miss her dearly. Longview wouldn’t be where we are today without her. We wish her the best in her retirement.

We are looking forward to you all meeting Nicole. We are certain you will enjoy her outgoing personality and wonderful Aussie accent as much as we do!

Andrew Gipner Honored with Jack Davis Award

The University of Alabama College of Human Environmental Sciences (CHES) presented the annual Jack Davis Professional Achievement Awards during homecoming activities on campus.

The Jack Davis awards are presented to outstanding CHES alumni for their professional accomplishments. The awards have been given out since 1986, and are named to honor the first man to graduate from the College, Dr. Lewis Clifton “Jack” Davis, Jr.

Longview’s Andrew Gipner was selected as a 2021 award recipient.

Congratulations, Andrew!

Longview Nominated for Huntsville/Madison County Chamber Small Business Award

For over 30 years the Huntsville/Madison County Chamber has been supporting and recognizing individuals and businesses that make a positive impact on our community through their products, services, and outstanding attributes. Their annual Small Business Awards Gala honors the best of the best small business entrepreneurs, young professionals, nonprofits, and executive leadership.

Longview Financial Advisors has been nominated for the Professional Services of the Year award for 2021. Longview was nominated in 2016 and won the award in 2017.

This year’s event will be held on Wednesday, Dec. 1 where the winners will be announced.

Chad Odell Joins the Huntsville Hospital Development Council

Longview portfolio manager, Chad Odell, has joined the Development Council of the Huntsville Hospital Foundation.  Chad is excited to join the Development Council and has a strong connection to Huntsville Hospital as his wife, Tyla, works in the new Orthopedic & Spine Tower, and his two youngest children, Isaiah and Sophia, were both born there and spent some time in the Neonatal ICU.

The Huntsville Hospital Development Council is a dynamic group of young professionals and emerging leaders.  The Council supports the Foundation’s mission by giving back to patients and hospital staff, and through community awareness, volunteer projects and fundraising efforts. The mission of the Huntsville Hospital Foundation is to inspire philanthropic partners to invest in medical technology and programs that advance Huntsville Hospital’s mission to improve the health of those we serve.

For more information visit https://www.huntsvillehospitalfoundation.org/who-we-are/development-council.

Jeff Jones Named NAPFA Chair-Elect

Press Release
August 2021
For Immediate Release

Longview Financial Advisors’ Jeff Jones Named NAPFA Chair-Elect

Huntsville, AL – Longview Financial Advisors is pleased to announce that Jeff Jones, Director of Financial Planning, has been named as the National Association of Personal Financial Advisors (NAPFA) Board of Directors Chair-Elect. During its most recent meeting, the NAPFA Board of Directors unanimously elected Jeff to serve as Chair-Elect for the 2021-2022 term. Jeff was named to the National Board in 2019 and has served as the organization’s Treasurer during the 2020-2021.

NAPFA is the country’s leading professional organization of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve in a fiduciary manner. NAPFA has developed high standards in the field and each advisor signs and renews a Fiduciary Oath every year. The association provides support and education to practitioners all over the country and is governed by the NAPFA Board of Directors and four Region Boards.

Jeff has a long-history of service to NAPFA including his current role as Treasurer on the NAPFA Board, as well as time spent on the Finance Committee and Membership Committee. Before joining the National Board, he spent three years on the South Region Board as Symposium Chair, President, and Chair.

Jeff is a passionate advocate for NAPFA and its mission and says, “It’s my honor and privilege to be selected for this role and opportunity. There are so many big shoes to fill of those that served before me. I want to continue the great work of others while helping to steward the organization into the future.”

Lydia Shekels, NAPFA’s current Chair said, “I’m very excited that Jeff was elected as NAPFA’s Chair-elect. As Treasurer during a year in which the pandemic impacted our revenue from in-person conferences, Jeff has been a responsible steward of the organization’s finances as he guided the Finance Committee and Board in navigating this challenging year. I have enjoyed collaborating with Jeff since we first met and appreciate his sense of humor and numerous contributions to the association. I’ve been impressed by his passion and willingness to address challenges and embrace opportunities and look forward to his leadership as we approach NAPFA’s 40th anniversary in 2023.”

Longview congratulates Jeff for his leadership in the Fee-Only industry.

Wes Johnson Named as Longview’s New Chief Investment Office (CIO)

Press Release
July 2021
For Immediate Release

Longview Financial Advisors Selects New Chief Investment Officer

Longview Financial Advisors, Inc. is pleased to announce the appointment of Charles Wesley Johnson as its next Chief Investment Officer. Wes will take over the Chief Investment Officer role from Jeff Cedarholm on July 1, 2021.

Cedarholm, who is semi-retiring at year’s end, is excited about this transition.  “It’s hard to believe, but I met Wes Johnson at least 20 years ago, and at our first meeting, we discussed investing. Here we are years later and not only is he still intrigued, but has become a very good investor himself.  Wes earned his bachelor’s degree in economics from Jacksonville State, then earned a master’s degree in Family Financial Planning and Counseling from the University of Alabama. He has recently earned his CIMA® Designation (Chartered Investment Management Analyst®) from the Investment and Wealth Institute.  He has been working on our firm’s investment team since 2006. As his long-time colleague, I feel you will find Wes very knowledgeable and forthcoming about investing and also very caring of client and fellow employee needs.”

“I am honored and humbled to step in as the Chief Investment Officer” says Johnson. “Longview has high standards of education and transparency that I look forward to continuing.  I will continue to foster a collaborative environment focused on helping clients achieve their goals.  I am excited to be a part of Longview as we help people to live with fulfillment and give with purpose.  I truly cannot overstate how excited I am to be chosen to serve in this role” he continued.

Longview Financial Advisors is a financial planning and wealth management firm which specializes in tax, estate, and retirement planning along with philanthropic giving. For more information about Charles Wesley Johnson and the team at Longview Financial Advisors visit https://longviewfa.com/.

What Does Fiduciary Mean to Us?

A fiduciary standard, when applied to a financial advisor, says the advisor has a legal duty to act in good faith and trust, placing your best interest above that of the advisor or their firm. The advisor is ethically and legally bound to act in this manner.

At Longview, we aren’t just fiduciary by law; we’re fiduciary by choice. All of our advisors sign a fiduciary oath to put your interest before our own.

Recently, several of our team members talked about what being a fiduciary means to them. Check out the videos below to hear what they had to say.

Congrats to Jonathan Jones – CFP®

Congratulations to Longview’s Jonathan Jones who recently passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) examination.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Standards of Conduct.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, please visit their website.

This is a huge undertaking and accomplishment. We are so proud of you, Jonathan!


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