Meet the Atlanta Team

Justin Yost, CFP®

Associate Advisor
Justin enjoys meeting and being able to build relationships with…

Andy Bunch CFP®, CFA®, ChSNC®

Personal Wealth Advisor
Andy has been in the investment industry for over 20…
Michael Sorrow

Michael Sorrow

Personal Wealth Advisor
Michael has spent the last 26+ years of his career…
Taylor Putnam

Taylor Putnam

Relationship Manager
Having almost a decade of experience helping clients with their…
Jenni Brown

Jenni Brown

Chief Marketing Officer
Jenni enjoys spending time outdoors, walking her dog, and on…
John Ray, J.D.

John Ray, J.D.

Personal Wealth Advisor
John is an Atlanta-dwelling family man who loves to play…
Marcia Mayoue, CFP®, CFA®, CDFA®

Marcia Mayoue, CFP®, CFA®, CDFA®

Personal Wealth Advisor
Marcia has worked in the field of finance since 1988—starting…
Hannah Morris

Hannah Brumley

Experience & Operations Associate
What Hannah loves most about her job is that BIP…

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