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Get to Know Your Advocates

Operating with a Longstanding Commitment to the Wellbeing of Our Clients


Our clients are driven people who have worked diligently for their success, whether through their profession or their own business. Our role as your advisor is to coordinate the right financial moves to continue building on this success for years—and generations—to come.

At Shades Creek Wealth Advisors, we are not just your advisor but your steadfast advocate. We consider our clients to be like friends and family. This is why our team enjoys working tirelessly to carefully identify and execute custom solutions that safeguard your family, your business and your future.


Ivan Truss, CFA Photo
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Ivan Truss, CFA

Financial Advisor


Ivan Truss, CFA

Financial Advisor

Itruss@shadescreekwealthadvisors.com


To develop an investment strategy that utilizes resources efficiently, it is critical to consider the wide range of available investment products, asset classes and opportunities. Ivan is focused on understanding clients’ desires and developing investment strategies designed to achieve these objectives. He is passionate about providing clients the comfort of knowing there is a plan in place designed specifically for their individual goals and risk tolerance.

Ivan previously worked for Brasfield & Gorrie in the Corporate Strategy & Investments Group where he performed research on both traditional and alternative investment opportunities, including private equity, private debt, real estate, venture capital and traditional asset classes. He began his career with Regions Asset Management.

 Ivan enjoys playing golf, traveling to national parks with his family and spending time with his wife, Julia, and their two dogs, Pepper and Gus.

Education & Designations

  • BS in finance, Samford University
  • CFA Charterholder

Community Involvement

  • Member of the Jimmie Hale Mission Young Professionals Board
  • Member of the CFA Society of Alabama
Maria Velez-Herrera Photo Maria Velez-Herrera Hover Photo
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Maria Velez-Herrera

Client Service Representative


 


Maria Velez-Herrera

Client Service Representative

mvelezherrera@shadescreekwealthadvisors.com



Maria graduated from Jacksonville State University in 2020 and obtained a bachelor’s degree in Economics. She previously worked with Regions Bank as a Financial Relationship Consultant where she was able to work one on one with individuals, build relationships, and provide solutions. Maria believes that building strong fundamental relationships help create a foundation for trust and value.

Outside of work Maria enjoys working out, attending social events, and spending time with friends and family.


Education & Designations

  • BA in Economics, Jacksonville State University
  • Life Insurance Producer
Hamilton Poynor, CLU®, AEP® Photo Hamilton Poynor, CLU®, AEP® Hover Photo
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Hamilton Poynor, CLU®, AEP®

President

Hamilton Poynor, CLU®, AEP®

President

HPoynor@shadescreekwealthadvisors.com



Ham comes from a family that's been in the financial industry since 1934. As a third-generation financial advisor, he’s witnessed his own family members work closely with fellow families over the years to secure their financial health. Serving others is a value Ham has grown up with and is dedicated to living out in his work. 

For experienced investors and private business owners, finances can bring about both great rewards but also great complexity. Ham is intimately familiar with the challenges and opportunities that successful individuals and their families face. Together with a team that mirrors his own values, Shades Creek Wealth Advisors guides professionals and entrepreneurs through important issues of growing and preserving wealth—and planning for successful business continuity. 

Ham founded Shades Creek Wealth Advisors, an independent wealth management and financial planning firm, to serve as a true financial advocate, point person and partner for his clients. He considers the deep-rooted relationships with his clients to be one of the most rewarding parts of his work. Ham looks forward to many more years of partnering with inspiring individuals to connect their finances with their deepest values and life ambitions. 

Previously, Ham served as a partner with Reliance Financial Group and as a Regional Sales Manager with First Protective, a wholly owned subsidiary of Protective Life Corporation. He began his financial services career with New York Life.

Ham and his wife Kim have three sons, Mills, Cain and Crawford. They enjoy football, golf, tennis, fishing, hunting and dirt bike riding. They also love spending time with family and friends on Lake Martin.

Education & Designations

  • BS in economics, Auburn University
  • Chartered Life Underwriter
  • Accredited Estate Planner

Community Involvement

  • Past president of the Estate Planning Council of Birmingham
  • Member of the Million Dollar Round Table
  • Member of Monday Morning Quarterback Club
  • Member of Sunrise Rotary Birmingham
  • Board member of St. Luke’s Episcopal Church Foundation.

View this investment professional on BrokerCheck by FINRA.

Holton Bell, AAMS® Photo Holton Bell, AAMS® Hover Photo
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Holton Bell, AAMS®

Financial Advisor




Holton Bell, AAMS®

Financial Advisor

Hbell@shadescreekwealthadvisors.com


Holton began his career at Raymond James in 2016 as a Financial Advisor. While at Raymond James, Holton received his designation in asset management and furthered his passion for financial planning.

In 2019, Holton joined Addicus, a multi-family office, as a Private Wealth Relationship Manager. Holton advised clients in the areas of asset management, financial planning, estate planning, private equity, and various tax strategies.

Holton believes in building strong relationships and creating bespoke financial plans for his clients. He understands that every individual and family have unique needs and goals which can be achieved through an investment approach giving attention to detail as well as the ability to adapt through changing financial conditions.

Holton and his wife, Mary Coston, are parents to their daughter Poppy. In his spare time, Holton enjoys Fly fishing, spending time with his family, wing shooting, trips to the family farm in Butler County, Alabama, and working his chocolate lab Scout. He also enjoys time spent with Sherman the family’s rescue dog, and Samson, their rescue cat.

Education & Designations

  • Accredited Asset Management Specialist
  • Series 66: Uniform Combined State Law Exam
  • Life & Health insurance license

Community Involvement

  • Birmingham Zoo Junior Board member
  • Birmingham Zoo Animal Welfare Committee
  • Previous chairman of the sponsorship committee on the Cornerstone Schools of Alabama Junior Board

View this investment professional on BrokerCheck by FINRA.


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Robert Maglione

Technology Analyst & Financial Advisor

Robert Maglione

Technology Analyst & Financial Advisor

RMaglione@shadescreekwealthadvisors.com



Robert joined Shades Creek Wealth Advisors in 2020. Robert is a graduate of Troy University, where he obtained a bachelor’s degree in finance. Originally from South Florida, he and his wife Cameron and their dog Arthur live in Birmingham. Outside of work, Robert enjoys watching sports, playing golf, hunting and enjoying the company of friends.

Education & Designations

  • BS in finance, Troy University
  • Series 65: Uniform Investment Advisor License
  • Series 63: Uniform Securities Agent
  • Series 7: General Securities Representative
  • CFA Level II Candidate

View this investment professional on BrokerCheck by FINRA.