Our Team
Leadership & Management
Bill McQuaid, CLU, ChFC
Chairman & CEO
Joe Schreck, CPFA
President
Jeff Bulvin
General Agent
Whit Ferguson
Managing Director, Partner, Brokerage
Alice Fenner
Chief Operating Officer
Marisa Halpin
Chief Financial Officer
Partners & Specialists
Abigail Marin
Buckhead Front Office Manager & Onboarding Assistant
Alaysia Whiteside
Executive Assistant
Alden Hill
Director of Recruitment
Aubrey Vaughn, CLU, ChFC, REBC
Director of Advanced Business Planning
Ayla Garrigan
Marketing Coordinator
Brandon Edwards
Managing Associate
Carrie Dalton
New Business Coordinator
Cassady Burch, MBA
Director of Marketing & Teaming Specialist
Charlton Bulkin
Agency Supervisory Officer
Collen Keifer
Paraplanner
Dutch Collver, CFP®
Paraplanner
Edward Cochran
Agency Technology Specialist
Eneko Clayton
Director of Financial Planning
Eny Silverio
Dunwoody Front Office Manager
Faustina Velez
Director of Development
Holly Pitts
Contracting/Executive Assistant
Ian Carbone
Partner
Jake Moore, CFP®, CRPC
Investment Specialist
Jennifer Galluzzo
Recruiter
Jennifer Pluer
New Business Coordinator
Joe Fernandez
Agency Supervisory Officer
Jonathan Constant, CRPC
Investment Specialist
Jordan Tice
Agency Supervisory Officer
Julie Herren
New Business Coordinator
Kam Liem, CPFA®
Partner
Karen Rohrer
New Business Coordinator
Kathie Harman
Recruiter
Kenneth Dean
Managing Associate
Kevin Hamill
MMLIS Operations and Compliance
Kindle Rudolph
Director of Supervision
Kyneshia Hubbard
Managing Associate
Michael Kipniss, CLU, ChFC, CASL, ChSNC
Partner
Miriam Powers
Paraplanner
Neel Patel
Director of Technology
Paul Angelich
Insurance Operations
Peter Truong
Partner
Renisha Jackson-Rucker, QPFC
Partner
Ryan Young
Business & Advanced Planning Specialist
Scott Shunnarah
Partner
Shad Reynolds, CFP®, CLU, ChFC
Partner and Teaming Specialist
Tina Franklin
New Business Coordinator
Trevor Sprowl
Partner
Tyler Ver Steeg, CFP®, CLU
Partner
