Our Team
The people behind your financial strategy.
Hale & Company Advisors is built around credentialed professionals who specialize in the intersection of tax and wealth — so your plan is always informed by both.
Tripp Hale
CFP®, EA
Founder & Principal Advisor
Tripp Hale
Tripp founded Hale & Company Advisors with a straightforward premise: tax strategy and financial planning should never be siloed. As both a Certified Financial Planner® and an IRS Enrolled Agent, he holds two of the most rigorous credentials in their respective fields — and applies them together on every client engagement.
His practice focuses on business owners, professionals, and families who want a single advisor capable of seeing the full financial picture. Tripp's integrated approach means that investment decisions are always evaluated through a tax lens, and tax decisions are always evaluated through a wealth-building lens.
Credentials & Expertise
- Certified Financial Planner® (CFP®)
- IRS Enrolled Agent (EA)
- Fiduciary standard — legally obligated to act in your interest
- Specializes in tax-integrated financial planning
Brett Birmingham
EA
Advisor
Brett Birmingham
Brett has been a proud member of the Pensacola community since 2006 and has worked alongside Tripp Hale since 2018, gaining extensive experience in financial planning, investment management, taxation, and business operations. He is an IRS-licensed Enrolled Agent (EA) and earned his Bachelor of Science in Finance from the University of West Florida. Committed to furthering his knowledge and expertise, Brett is currently pursuing his CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Brett is passionate about building lasting relationships with clients and helping individuals, families, and business owners navigate their financial lives with confidence. He believes that exceptional financial guidance begins with understanding each client's unique circumstances, values, and long-term goals. His commitment to the community extends beyond the office through his involvement with local organizations, including serving as Vice President of Finance on the Board of Directors for onbikes Pensacola, a nonprofit organization, and as a member of Pensacola's Seville Rotary Club.
Credentials & Expertise
- IRS Enrolled Agent (EA)
- Unlimited representation rights before the IRS
- Individual and business tax preparation
- Tax planning and IRS correspondence
Kathy Flowers
Office Manager
Kathy Flowers
Kathy joined Tripp's team in 2022, bringing with her years of experience as an educator with a strong commitment to helping others. Her background has equipped her with the organizational skills, adaptability, and client-focused approach needed to manage the fast-paced demands of a tax and financial services office, especially during tax season.
In her role as Office Manager for the Hale & Company team, Kathy is dedicated to keeping daily operations running smoothly while providing clients with friendly, reliable, and personalized service.
Credentials & Expertise
- BS & BA, Jacksonville State University
- MA, Auburn University
- Licensed Notary Public, State of Florida
- Client services and office operations
Ready to meet with our team?
Schedule a complimentary consultation and let's talk about your tax and financial planning goals.