Relationship Manager
At Kennesaw State University, Jake worked his way into leadership…
Associate Advisor
Sean is a problem solver at heart, with 15+ years…
Personal Wealth Advisor
Howard has more than 25 years of experience as a…
Personal Wealth Advisor
George has more than 15 years of experience as an…
Personal Wealth Advisor
Rex brings more than 30 years of experience as an…
Associate Tax Advisor
Kyle has built his career at the intersection of financial…
Associate
Paris is passionate about building meaningful relationships with clients and…
Portfolio Manager
Zachary enjoys the opportunity to build lasting relationships while helping…
