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
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
Partner
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
Zach Cooper
Managing Associate
Zarich Bonner
Paraplanner
Advisors
Alan Franks, CFP®, CLU, CFBS
Financial Advisor
Alex Alba, CFP®
Financial Advisor
Alex Williams, FIC
Financial Advisor
Alex Hall
Financial Advisor
Aniya Smith
Financial Professional
Austin Farmer
Financial Advisor
Bennett Bradford, CRPC®
Financial Advisor
Bill Frechtman
Financial Advisor
Bob Ross
Financial Advisor
Branden Collins
Financial Advisor
Brandon Jordan, CFP®, ChFC
Financial Advisor
Brian Held, CLTC
Financial Advisor
Brian McCullough
Financial Advisor
Brock O'Neill
Financial Professional
Calvin Kelly
Financial Advisor
Cameron Miller
Financial Advisor
Casey Morris
Financial Professional
Chase Crandell
Financial Advisor
Chris Wieters, CFP®
Financial Advisor
Christian Bontrager
Financial Professional
Christian Simmons
Financial Professional
Christopher Stewart
Financial Professional
Colby Stanford
Financial Advisor
Cole Martin
Financial Advisor
Colin Caldarera, CRPC®
Financial Advisor
Daijza Miller
Financial Professional
David Capozzi
Financial Advisor
David Hilliard
Financial Professional
David Lyon, CLU, ChFC
Financial Advisor
David Morrow
Financial Professional
David Walta, RICP®
Financial Advisor
David Vo
Financial Advisor
DeMario Hopkins
Financial Professional
Dillon Smith
Financial Advisor
Douglas Jones
Financial Professional
Doug Stewart
Financial Professional
Ed Rodriguez
Financial Advisor
Eunie Lee, CFP®, ChFC®
Financial Advisor
Garner Lyon, CPFA®
Financial Advisor
George Nolen
Financial Advisor
Graham Miller
Financial Advisor
Hai Tran
Financial Professional
Harrison Nathan
Financial Advisor
Hayden Duffield
Financial Professional
Heather Failla, CFP®, CDFA®, CRPC®, CLTC
Financial Advisor
Harry Bayer, CLU, ChFC, AEP
Financial Advisor
Jack Giles
Financial Advisor
Jackson Reynolds
Financial Advisor
Jacob Williams
Financial Advisor
Jakob Craven
Financial Advisor
Jarrett King
Financial Advisor
Jason Jones, CFP®, ChFC, CLU
Financial Advisor
Jeff Duncan, CLUA®, CFBS, AEP, CLTC, RICPA®
Financial Advisor
Jeffrey Goldstein
Financial Advisor
Jimmy Wyrosdick
Financial Professional
Johnny Richardson
Financial Advisor
Jonathan Moon
Financial Professional
Jon Cohen
Financial Advisor
Joshua Ivey
Financial Advisor
Josh VanFleteren
Financial Advisor
Justin Wells
Financial Advisor
Justin Willmott
Financial Professional
Justin Wilson
Financial Professional
Kara Allen
Financial Professional
Karee Levy
Financial Professional
Keith Kim
Financial Professional
Kennedy Butcher
Financial Professional
Kenneth Bowley
Financial Advisor
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
Lukas Foley, CEPA®
Financial Advisor
Logan Green, CEPA®
Financial Professional
Mark Lerner
Financial Advisor
Matt Hope
Financial Advisor
Matthew Ybarbo
Financial Professional
Michael Davis
Financial Advisor
Michael Standridge
Financial Advisor
Michael Woods
Financial Advisor
Monique Satterfield
Financial Professional
Nadya Mitha
Financial Advisor
Nathan Gravlee
Financial Professional
Nicholas Spencer
Financial Professional
Nick Lowrimore
Financial Professional
Nick Nickerson
Financial Professional
Paul Rice
Financial Advisor
Parks Medlock
Financial Professional
Preeti Malik
Financial Professional
Rahul Patel
Financial Professional
Rebeca Henderson
Financial Professional
Richard Lenhardt, CFBS, LUTCF, CLTC
Financial Advisor
Ron Opolka, CLU
Financial Advisor
Ross Wynn
Financial Professional
Ryan Rocheck
Financial Advisor
Ryan Rouille
Financial Advisor
Sagar Patel
Financial Professional
Scott Varon
Financial Advisor
Scott Woodward
Financial Advisor
Seth Cohn
Financial Advisor
Shelby Green
Financial Professional
Stewart Parks
Financial Advisor
Susan Nicholas
Financial Professional
Tanner Brumby
Financial Professional
Thomas Mayhew
Financial Advisor
Todd Hassler
Financial Professional
Trent Geringer, CLU®, RICP®
Financial Advisor
Tyler Rose
Financial Professional
Tyler Smith
Financial Professional
Tyler D. Vann
Financial Professional
Victoria Lowery
Financial Professional
Walker Gibens
Financial Professional
Wes Cone
Financial Professional
Whitt Winfield
Financial Professional
Will Bearden
Financial Advisor
William Drennan
Financial Professional
Joseph Hanwool Jung
Financial Advisor
