Product Owner
As a Milton / Alpharetta native, Nirali is excited be…
Senior Accountant
Amanda has spent the past 17+ years gaining progressive accounting…
Relationship Manager
Ashley’s 10+ years in the financial industry, coupled with her…
Associate Advisor
Hayes loves to work with clients, making them feel heard…
Estate Planning Advisor
Sarah developed a passion for working with aging and special…
Wealth Consultant
Having Jim Poole as one of his personal and professional…
Relationship Manager
An attorney by background, Marna has spent the last 7+…
Relationship Manager
Santi enjoys being in the position of helping individuals and…
