Our Team

Leadership & Management

Bill McQuaid, CLU, ChFC

Bill McQuaid, CLU, ChFC

Chairman & CEO

Joe Schreck, CPFA

Joe Schreck, CPFA

President

Jeff Bulvin

Jeff Bulvin

General Agent

Whit Ferguson

Whit Ferguson

Managing Director, Partner, Brokerage

Alice Fenner

Alice Fenner

Chief Operating Officer

Marisa Halpin

Marisa Halpin

Chief Financial Officer

Partners & Specialists

Abigail Marin

Abigail Marin

Buckhead Front Office Manager & Marketing Assistant

Alaysia Whiteside

Alaysia Whiteside

Executive Assistant

Alden Hill

Alden Hill

Director of Recruitment

Aubrey Vaughn, CLU, ChFC, REBC

Aubrey Vaughn, CLU, ChFC, REBC

Director of Advanced Business Planning

Brandon Edwards

Brandon Edwards

Managing Associate

Carrie Dalton

Carrie Dalton

New Business Coordinator

Cassady Burch, MBA

Cassady Burch, MBA

Director of Marketing & Teaming Specialist

Charlton Bulkin

Charlton Bulkin

Agency Supervisory Officer

Collen Keifer

Collen Keifer

Paraplanner

Edward Cochran

Edward Cochran

Agency Technology Specialist

Eneko Clayton

Eneko Clayton

Director of Financial Planning

Eny Silverio

Eny Silverio

Dunwoody Front Office Manager

Faustina Velez

Faustina Velez

Director of Development

Holly Pitts

Holly Pitts

Contracting/Executive Assistant

Ian Carbone

Ian Carbone

Partner

Jake Moore, CFP<sup>®</sup>, CRPC

Jake Moore, CFP®, CRPC

Investment Specialist

Jennifer Pluer

Jennifer Pluer

New Business Coordinator

Joe Fernandez

Joe Fernandez

Agency Supervisory Officer

Jonathan Constant, CRPC

Jonathan Constant, CRPC

Investment Specialist

Jordan Tice

Jordan Tice

Agency Supervisory Officer

Julie Herren

Julie Herren

New Business Coordinator

Karen Rohrer

Karen Rohrer

New Business Coordinator

Kathie Harman

Kathie Harman

Recruiter

Kenneth Dean

Kenneth Dean

Managing Associate

Kevin Hamill

Kevin Hamill

MMLIS Operations and Compliance

Kindle Rudolph

Kindle Rudolph

Director of Supervision

Kyneshia Hubbard

Kyneshia Hubbard

Managing Associate

Luigi Compres

Luigi Compres

Paraplanner

Michael Kipniss, CLU, ChFC, CASL, ChSNC

Michael Kipniss, CLU, ChFC, CASL, ChSNC

Partner

Miriam Powers

Miriam Powers

Paraplanner

Neel Patel

Neel Patel

Director of Technology

Paul Angelich

Paul Angelich

Insurance Operations

Peter Truong

Peter Truong

Partner

Ryan Young

Ryan Young

Business & Advanced Planning Specialist

Scott Shunnarah

Scott Shunnarah

Partner

Shad Reynolds, CFP<sup>®</sup>, CLU, ChFC

Shad Reynolds, CFP®, CLU, ChFC

Partner and Teaming Specialist

Tina Franklin

Tina Franklin

New Business Coordinator

Trevor Sprowl

Trevor Sprowl

Partner

Tyler Ver Steeg, CFP<sup>®</sup>, CLU

Tyler Ver Steeg, CFP®, CLU

Partner

Whit Sanning

Whit Sanning

Firm Training Director & Practice Development Specialist

Advisors

Aaron Odom, CFP®, MSE

Financial Advisor

Alan Franks, CFP®, CLU, CFBS

Financial Advisor

Alex Alba, CFP®

Financial Advisor

Alex Williams, FIC

Financial Advisor

Alexander Hall

Financial Services Representative

Angel Gray

Financial Services Representative

Arianny Pujols-Mancilla

Financial Services Representative

Austin Farmer

Financial Advisor

Bennett Bradford, CRPC®

Financial Advisor

Bob Ross

Financial Advisor

Brandon Jordan, CFP®, ChFC

Financial Advisor

Brian Held, CLTC

Financial Advisor

Brian McCullough

Financial Advsor

Calvin Kelly

Financial Advisor

Cameron Miller

Financial Advisor

Casey Morris

Financial Services Representative

Charles Cheatham

Financial Services Representative

Chase Crandell

Financial Advisor

Chike Uzoka

Financial Services Representative

Chris Wieters, CFP®

Financial Advisor

Chrisani Burt

Financial Services Representative

Christian Bontrager

Financial Services Representative

Christian Watson

Financial Services Representative

Christopher Pflueger

Financial Services Representative

Christopher Stewart

Financial Services Representative

Colby Stanford

Financial Advisor

Cole Martin

Financial Services Representative

Colin Caldarera, CRPC®

Financial Advisor

Daijza Miller

Financial Services Representative

Dan Whigham, CLU

Financial Advisor

David Capozzi

Financial Services Representative

David Foster

Financial Services Representative

David Hilliard

Financial Services Representative

David Lyon, CLU, ChFC

Financial Advisor

David Morrow

Financial Services Representative

David P. Walta, RICP®

Financial Advisor

David Vo

Financial Services Representative

Devon Reynolds, CFP®, CLU®, ChFC®

Financial Advisor

Dillon Smith

Financial Services Representative

Doug Stewart

Financial Services Representative

Dutch Collver, CFP®

Financial Advisor

Ed Rodriguez

Financial Services Representative

Gabrion Johnson

Financial Services Representative

Garner Lyon, CPFA®

Financial Advisor

George Nolen

Financial Advisor

Graham Miller

Financial Advisor

Harrison Nathan

Financial Advisor

Heather Failla, CFP®, CDFA®, CRPC®, CLTC

Financial Advisor

Harry Bayer, CLU, ChFC, AEP

Financial Advisor

Jack Giles

Financial Advisor

Jackson Reynolds

Financial Services Representative

Jacob Williams

Financial Services Representative

Jarvis Mills

Financial Services Representative

Jason Huggins

Financial Advisor

Jason Jones

Financial Advisor

Jeffrey Duncan

Financial Advisor

Jermaine Johns

Financial Services Representative

Jimmy Wyrosdick

Financial Services Representative

John Richardson

Financial Services Representative

Jon Cohen

Financial Services Representative

Jonathan Ward

Financial Services Representative

Joshua Ivey

Financial Advisor

Justin Wells

Financial Advisor

Justin Willmott

Financial Services Representative

Kayla Avant

Financial Services Representative

Keith Kim

Financial Services Representative

Kellani Lettsome

Financial Services Representative

Kenneth Bowley

Financial Services Representative

Kenneth Dean

Financial Advisor

Kevin Downs, CLU

Financial Advisor

Kevin Hill

Financial Advisor

Kevin Paasch

Financial Advisor

Kyneshia Hubbard

Financial Advisor

Lance Layson

Financial Advisor

Logan Green, CEPA®

Financial Services Representative

Logan Smith

Financial Services Representative

Lukas Foley, CEPA®

Financial Advisor

Malcolm Lewis

Financial Services Representative

Mark Lerner

Financial Advisor

Matt Hope

Financial Advisor

Matthew Ybarbo

Financial Services Representative

Michael Davis

Financial Services Representative

Michael Woods

Financial Services Representative

Nadya Mitha

Financial Advisor

Nicholas Spencer

Financial Services Representative

Nick Wagner, CFP, CLU, CHFC

Financial Advisor

Nicky Knodle

Financial Services Representative

Paul Rice

Financial Advisor

Rahul Patel

Financial Services Representative

Reagan Harrell

Financial Services Representative

Richard Lenhardt, CFBS, LUTCF, CLTC

Financial Advisor

Rishij Mewada

Financial Services Representative

Robert Lewis

Financial Services Representative

Ron Opolka, CLU

Financial Advisor

Ryan Rocheck

Financial Advisor

Ryan Rouille

Financial Advisor

Savannah Hudson

Financial Services Representative

Scott Varon

Financial Services Representative

Scott Woodward

Financial Services Representative

Seth Cohn

Financial Advisor

Shawna Lawrence

Financial Services Representative

Shelby Green

Financial Services Representative

Stewart Parks

Financial Advisor

Sumaiyah Bayan

Financial Services Representative

Synjyn Days

Financial Services Representative

Tawana Gibbs

Financial Services Representative

Thomas Mayhew

Financial Planner

Todd Hassler

Financial Services Representative

Trent Geringer, CLU®, RICP®

Financial Advisor

Tuwile Wilson

Financial Services Representative

Tyler Smith

Financial Services Representative

Tyler Stevens

Financial Services Representative

Tyler D. Vann

Financial Services Representative

Victoria Lowery

Financial Services Representative

Wes Cone

Financial Services Representative

Will Bearden

Financial Advisor

William Drennan

Financial Services Representative

William Frechtman

Financial Services Representative

Zachary Cooper

Financial Services Representative

Contact Us

Supervisory Office:

1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Visit SIPC. The Piedmont Group does not provide legal or tax advice. Consult your own personal attorney, legal, or tax consultant for advice on specific legal and tax matters.

Licensing

CRN202602-3218762