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Team
Advising Guiding
Our team is there for you at each step of your life, showing you new and innovative approaches to financial planning that can have a positive impact on your finances and life.
Leadership & Management
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Bill McQuaid, CLU, ChFC
President & CEO
- 770-551-3401
- [email protected]
- Atlanta, GA
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Whit Ferguson
Managing Director, Partner | Brokerage
- 770-551-3441
- [email protected]
- Atlanta, GA
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Joe Schreck
Managing Director, Partner | Georgia
- 770-551-3433
- [email protected]
- Atlanta, GA
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Marisa French
Chief Financial Officer
- 770-551-3406
- [email protected]
- Atlanta, GA
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Matt Evanson
Chief Operating Officer
- 770-551-3423
- [email protected]
- Atlanta, GA
- View Linkedin
Partners & Specialists
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Andrew Kim
Partner
- 770-710-0739
- [email protected]
- Lawrenceville, GA
- View Linkedin
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Michael Kipniss, CLU, ChFC, CASL, ChSNC
Partner
- 770-551-3450
- [email protected]
- Atlanta, GA
- View Linkedin
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Shad Reynolds, CFP®, CLU, ChFC
Partner
- 770-551-3400
- [email protected]
- Atlanta, GA
- View Linkedin
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Tyler Ver Steeg, CFP®, CLU
Partner
- 478-288-5341 ext: 302
- [email protected]
- Macon, GA
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Leida Speller, CFP®, ChFC®
Director of Financial Planning
- 770-551-3410
- [email protected]
- Atlanta, GA
- View Linkedin
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Jonathan Constant, CRPC
Investment Specialist
- 770-551-3400
- [email protected]
- Atlanta, GA
- View Linkedin
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Jon Vogel
Managing Associate | Birmingham
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Jake Moore, CFP®, CRPC
Investment Specialist
- 770-551-3514
- [email protected]
- Atlanta, GA
- View Linkedin
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Shavon Roman
Worksite Specialist
- 770-353-0486
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Sherrie Osterloh
Recruiting Director
- 770-551-3457
- [email protected]
- Atlanta, GA
- View Linkedin
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Alice Fenner
Director of New Business
- 770-551-3484
- [email protected]
- Atlanta, GA
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Parth T. Vakil
Managing Associate
- 512-565-1075
- [email protected]
- Atlanta, GA
- View Linkedin
Advisors
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Aaron Odom
Advisor
- 478-957-8731
- [email protected]
- View Bio
- Macon, GA
- View Linkedin
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Alan Franks, CFP®, CLU, CFBS
Financial Advisor
- 770-551-3435
- [email protected]
- Atlanta, GA
- View Linkedin
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Alan Shectman
Advisor
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Amin Mitha
Advisor
- 770-551-3426
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Andrew Vo
Advisor
- 404-932-0576
- [email protected]
- View Bio
- Atlanta, GA
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Andy Watson, CLU, ChFC, CFBS, CLTC, CRPC
Advisor
- 478-719-8198
- [email protected]
- View Bio
- Macon, GA
- View Linkedin
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Brandon Jordan, CFP®, ChFC
Advisor
- 404-800-5567
- [email protected]
- Tyrone, GA
- View Linkedin
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Brian K. Ashford
Advisor
- 770-390-1508
- [email protected]
- Atlanta, GA
- View Linkedin
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Brian Held, CLTC
Advisor
- 205-244-8623
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Brian Thompson
Financial Advisor
- 770-551-3433
- [email protected]
- Atlanta, GA
- View Linkedin
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Bryson Jenkins
Advisor
- 770-353-0489
- [email protected]
- Atlanta, GA
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Calvin Kelly
Advisor
- 205-244-8689
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Casey Bradley
Advisor
- 770-789-2969
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Chris Wieters, CFP®
Advisor
- 678-468-8008
- [email protected]
- View Bio
- Macon, GA
- View Linkedin
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Chris Kim
Advisor
- 770-551-3416
- [email protected]
- Atlanta, GA
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Colin Caldarera
Advisor
- 770-390-1507
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Coy Collinsworth
Advisor
- 205-244-8648
- [email protected]
- Birmingham, AL
- View Linkedin
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Curt Weaver
Advisor
- 404-867-6864
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Dan Whigham, CLU
Advisor
- 770-551-3455
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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David Lyon, CLU, ChFC, LUTCH
Advisor
- 205-244-8638
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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David Morrow
Advisor
- 770-841-1184
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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David P. Walta
Advisor
- 205-602-4521
- [email protected]
- Birmingham, AL
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David Short
Advisor
- (770) 390-1506
- [email protected]
- Atlanta, GA
- View Linkedin
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Dawson Kipniss
Advisor
- 770-551-3450
- [email protected]
- Atlanta, GA
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Drew Park
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Earl F. King
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Elizabeth W. Sharpton
Advisor
- 770-353-0474
- [email protected]
- Atlanta, GA
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Ethan Kim
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Garner Lyon
Advisor
- 770-551-3445
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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George Nolen
Advisor
- 205-244-8660
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Gregory Hammond
Advisor
- 205-244-1141
- [email protected]
- Birmingham, AL
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Harrison Nathan
Advisor
- 770-551-3427
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Harrison Lance
Advisor
- 770-353-0488
- [email protected]
- Atlanta, GA
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Harry Bayer
Advisor
- 205-244-8639
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Hee J. Burns
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Hyejin Park
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Ian Carbone
Advisor
- 770-390-1519
- [email protected]
- Atlanta, GA
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Ian King
Advisor
- 404-481-0209
- [email protected]
- Atlanta, GA
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Jason A. Cole
Advisor
- 205-908-9999
- [email protected]
- Birmingham, AL
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Jeffrey Dear
Advisor
- 770-551-3400
- [email protected]
- Atlanta, GA
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Jeffrey Norris, CFBS
Advisor
- 770-551-3403
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Jennifer Chiang
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
- View Linkedin
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Jimmy Wyrosdick
Advisor
- 334-279-7898
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Joe Yi
Advisor
- 770-551-3428
- [email protected]
- Atlanta, GA
- View Linkedin
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John Park
Advisor
- 770-710-0739
- [email protected]
- View Bio
- Lawrenceville, GA
- View Linkedin
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Josh Baker, CLTC
Advisor
- 205-847-1422
- [email protected]
- View Bio
- Birmingham, AL
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Joshua Ivey
Advisor
- 478-288-5341
- [email protected]
- Macon, GA
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Ju Hwan Kang
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Kevin Downs, CLU
Advisor
- 770-551-3400
- [email protected]
- Atlanta, GA
- View Linkedin
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Kevin Kilpatrick
Advisor
- 770-551-3436
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Kira Schleicher
Advisor
- [email protected]
- Atlanta, GA
- View Linkedin
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Lance Layson
Advisor
- 770-551-3444
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Logan Green
Advisor
- 205-305-0199
- [email protected]
- Birmingham, AL
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Megan Harris
Advisor
- 770-353-0513
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Mei Yang
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Michelle Sonu
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Mike Miller
Advisor
- 205-266-8081
- [email protected]
- Birmingham, AL
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Moon Lee Park
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Nadya Mitha
Advisor
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Nathan B. Griffin
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Noah Shull
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Richard Lenhardt, CFBS, LUTCF, CLTC
Advisor
- 770-551-3400
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Ron Opolka, CLU
Advisor
- 205-244-8646
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Ross Wyatt, CFBS
Disability Income Insurance Specialist
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Ryan M. Gackle
Advisor
- 205-244-1141
- [email protected]
- Birmingham, AL
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Ryan Young
Brokerage Manager
- 770-551-3421
- [email protected]
- Atlanta, GA
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Stewart Parks
Advisor
- 205-244-8630
- [email protected]
- Birmingham, AL
- View Linkedin
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Synjyn Days
Advisor
- 770-353-0493
- [email protected]
- Atlanta, GA
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Tae Kim
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Trent Geringer
Advisor
- 770-551-3400
- [email protected]
- Birmingham, AL
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Trung Hoang
Advisor
- 770-710-0739
- [email protected]
- View Bio
- Lawrenceville, GA
- View Linkedin
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Tyler Camp
Advisor
- 205-244-1141
- [email protected]
- Birmingham, AL
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Tyler D. Vann
Advisor
- 205-244-1141
- [email protected]
- Birmingham, AL
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Victoria Lowery
Advisor
- 770-551-3448
- [email protected]
- View Bio
- Atlanta, GA
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Wes Cone
Advisor
- 478-972-4094
- [email protected]
- View Bio
- Macon, GA
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Will Allen, LUTCF
Advisor
- 770-420-3333
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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William Bennett Bradford
Advisor
- 850-510-8554
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Young Mi Shin
Advisor
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Alex Handler
Agency Director of Field Development
- 770-551-3456
- [email protected]
- Atlanta, GA
- View Linkedin
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Arriya Davis
Digital Marketing Specialist
- 770-353-0464
- [email protected]
- Atlanta, GA
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Greg Hanft
Compliance Coordinator
- 770-551-0482
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Joe Fernandez
Agency Supervisor
- 770-551-3451
- [email protected]
- View Bio
- Atlanta, GA
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Josi Hightower
Executive Assistant
- 770-551-3440
- [email protected]
- Atlanta, GA
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Kindle Rudolph
Office Manager | Birmingham
- 205-603-1350
- [email protected]
- Birmingham, AL
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Rebecca Rosario
New Business Coordinator
- 770-551-3420
- [email protected]
- Atlanta, GA
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Terri Cerpa
Front Desk Coordinator
- 770-551-3408
- [email protected]
- Atlanta, GA
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Tina Cain
New Business Coordinator
- 770-353-0478
- [email protected]
- Atlanta, GA
