About Us

Financial wellness strategies
designed for you.

Passionate About Your Financial Wellness

At Iter Financial Wellness, we believe life and money are deeply intertwined—every choice you make today shapes your tomorrow. That’s why we’re not just focused on investments; we’re here to support your entire journey, wherever life and money intersect. Whether it’s deciding if it’s the right time to buy a home, planning for a career change, or navigating the financial complexities of caring for aging parents, we’re here to guide you. Your goals matter to us, and we’re committed to helping you build a future filled with confidence and possibility.

The Meaning Behind Iter

Iter is the Latin word for journey—a path, a voyage, or the steps we take to move forward. At Iter Financial Wellness, we believe that life’s journey is just as important as the destination. Every financial decision is a step along your path, and we’re here to help you navigate with clarity and purpose. Together, we’ll craft a plan, make adjustments as life evolves, and ensure you’re always prepared to move forward with confidence. Our goal is to help you approach your journey with resilience, optimism, and a clear sense of direction—because your journey matters.

Jack Burnette

Wealth Management Advisor

(205) 510-9072

jack@iterfw.com

Upon graduation from the University of Alabama in 1978, Jack began his career as a CPA. After 3 years in public accounting, he spent the next 20 years in health care in various sales and corporate development roles.

Alison Castellano

Financial Advisor

(205) 894-4071

alison@iterfw.com

Alison is an educator at heart and aims to simplify financial concepts to help her clients understand and navigate financial complexities with confidence.

Adrian Castellano

Financial Advisor

(205) 894-4263

adrian@iterfw.com

Adrian earned a Bachelor’s degree from Florida State University. He worked in the television news industry as a Meteorologist for over a decade. Adrian has served the community through countless severe weather events, and he wants to...

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