
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

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

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

Whit Sanning
Firm Training Director & Practice Development Specialist
