James Birkbeck

James Birkbeck, CFP®, currently serves as the Assistant Vice President and Personal Trust Administrator at Home Federal Bank of Tennessee since August 2023. With a solid background in financial consulting and advising, James Birkbeck previously held positions at Wells Fargo Advisors from July 2014 to August 2023, and Regions Investment Solutions from April 2013 to July 2014, where expertise in investment planning and meeting customer financial objectives was demonstrated. Prior experience includes roles at VALIC as a Financial Advisor, and at Wachovia Bank/Wachovia Securities as a Financial Specialist, as well as sales positions at Genesys Conferencing and Cebeyond Communications. James Birkbeck earned a Bachelor of Arts in Communications from Berry College, completing the degree in 2004.