Firm Principals


Patrick Chitwood, CPA, Ph.D. - Mr. Chitwood currently is president of Chitwood Lindberg Wealth Management, Inc. (CLWMCo) a Registered Investment Advisor (RIA). Mr. Chitwood received his formal education at Auburn University and the University of Alabama. He received a Ph.D. in Psychology in 1972, and practiced as a psychologist until 1979. In search of more challenge, he left the field and began a career as an investment counselor with Paine-Webber in July 1979. After three years as a registered representative, he was offered a management position with Wheat First Securities in Winston-Salem, North Carolina. He subsequently managed the Ashville office of Robinson Humphrey before returning to Birmingham, Alabama in May 1987 where he begain development of Chitwood Advisory Group. In 1990 he added another level of professional skills through the study of accounting at the University of Alabama in Birmingham. He was awarded the CPA designation in 1994, and subsequently became one of the first CPA's in the United States to receive the designation Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He has been published in the Journal of Accountancy, Registered Representative, Money Magazine, the Birmingham Business Journal, and numerous trade publications. He lives with his wife and daughter in Birmingham.
 
 
 
 
 
 
Jon P. Lindberg, CLU, IA, Mr. Lindberg is Vice President and Principal of Chitwood Lindberg Wealth Management, Inc. (CLWMCo) a Registered Investment Advisor (RIA)  and is a graduate of the University of Montevallo with a Bachelor of Business Administration, as well as a graduate of the American College in Bryn Mawr, PA, with a degree as a Chartered Life Underwriter specializing in the areas of Estate and Financial Planning with the successful completion of Advanced Estate Planning from the Graduate School of Financial Services. He also served two terms as President of the Shelby County Life Underwriters and is a member of the American Society of CLU & ChFC, National Association of Life Underwriters, Financial Planning Association (FPA) and has consistently qualified for the National Quality Award for services.
 
Securities are offered through ProEquities, Inc. a Registered Broker/Dealer, Member FINRA & SIPC. Mr. Lindberg has successfully completed securities exams Series 63, 6, 7, & 65 which enable him to consult for a wide range of investment and advisory services.

Mr. Lindberg has been working independently in the financial services business for over 25 years. He has been married for 25 years and lives with his wife and three children in Birmingham.
 
As principal owners of a Registered Investment Advisor firm, Mr. Chitwood and Mr. Lindberg have a fiduciary duty or the obligation to put their clients' interests first.