Personal Wealth Advisor
Michael has spent the last 26+ years of his career…
Chief Financial Officer
Darrick has spent much of his career in finance leadership…
Associate Advisor
The best part of James’ job, according to him, is…
Associate Advisor
Justin enjoys meeting and being able to build relationships with…
Personal Wealth Advisor
Andy has been in the investment industry for over 20…
Chief Marketing Officer
Jenni enjoys spending time outdoors, walking her dog, and on…
Personal Wealth Advisor
John is an Atlanta-dwelling family man who loves to play…
Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
