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Team
Advising Guiding
Our team is there for you at each step of your life to show you new and innovative approaches to financial planning that can have a positive impact.
Leadership & Management
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Bill McQuaid, CLU, ChFC
President & CEO
- 770-551-3401
- [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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Whit Ferguson
Managing Director, Partner | Brokerage
- 770-551-3441
- [email protected]
- Atlanta, GA
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Alice Fenner
Chief Operating Officer
- 770-551-3484
- [email protected]
- Atlanta, GA
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Marisa French
Chief Financial Officer
- 770-551-3406
- [email protected]
- Atlanta, GA
Partners & Specialists
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Alden Hill
Director of Recruitment
- [email protected]
- Atlanta, GA
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Alex Handler
Director of Development
- 7705513456
- [email protected]
- Atlanta, GA
- View Linkedin
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Bobby Stierwalt
Partner
- [email protected]
- Birmingham, AL
- View Linkedin
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Caleb Atkinson
Assistant Agency Supervisory Officer
- [email protected]
- Atlanta, GA
- View Linkedin
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Carlee Carbone
Atlanta Business Manager
- (770) 390-1513
- [email protected]
- Atlanta, GA
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Casey Bradley
Managing Associate
- 770-789-2969
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Cassady Thompson
Director of Marketing
- 7705513457
- [email protected]
- Atlanta, GA
- View Linkedin
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Chris Kim
Partner
- 404-429-8021
- [email protected]
- Lawrenceville, GA
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Corey Fortner
Partner
- 205-862-9100
- [email protected]
- Birmingham, AL
- View Linkedin
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Ian Carbone
Director of Financial Planning
- (770) 390-1519
- [email protected]
- Atlanta, GA
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Jake Moore, CFP®, CRPC
Investment Specialist
- 770-551-3514
- [email protected]
- Atlanta, GA
- View Linkedin
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Joe Fernandez
Agency Supervisor
- 770-551-3451
- [email protected]
- View Bio
- 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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Josi Hightower
Executive Assistant
- 770-551-3440
- [email protected]
- Atlanta, GA
- View Linkedin
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Kindle Rudolph
Operations Director | Birmingham
- 205-603-1350
- [email protected]
- Birmingham, AL
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Matt Evanson
Associate Brokerage Director
- 770-551-3423
- [email protected]
- Atlanta, 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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Rebecca Rosario
New Business Coordinator
- 770-551-3420
- [email protected]
- Atlanta, GA
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Ross Wyatt, CFBS
Disability Income Insurance Specialist
- [email protected]
- Atlanta, GA
- View Linkedin
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Ryan Young
Business & Advanced Planning Specialist
- 770-551-3421
- [email protected]
- Atlanta, GA
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Shad Reynolds, CFP®, CLU, ChFC
Partner
- 770-551-3400
- [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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Terri Cerpa
Office Manager
- 770-551-3408
- [email protected]
- Atlanta, GA
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Tina Franklin
New Business Coordinator
- 770-353-0478
- [email protected]
- Atlanta, GA
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Trory Jenkins
Managing Associate
- [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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William Sikes
Technology Specialist
- 770-551-3400
- [email protected]
- Atlanta, GA
Advisors
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Aaron Odom
Financial 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
Financial Advisor
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Amin Mitha
Financial Services Representative
- 770-551-3426
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Andy Watson, CLU, ChFC, CFBS, CLTC, CRPC
Financial Advisor
- 478-719-8198
- [email protected]
- View Bio
- Macon, GA
- View Linkedin
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Ashley Thomley
Financial Services Representative
- 478-538-9006
- [email protected]
- Macon, GA
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Brandon Jordan, CFP®, ChFC
Financial Advisor
- 404-800-5567
- [email protected]
- Tyrone, GA
- View Linkedin
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Brian Copeland
Financial Services Representative
- [email protected]
- Atlanta, GA
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Brian Held, CLTC
Financial Advisor
- 205-244-8623
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Bryson Jenkins
Financial Advisor
- 770-353-0489
- [email protected]
- Atlanta, GA
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Calvin Kelly
Financial Advisor
- 205-244-8689
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Carol Lindberg
Financial Services Representative
- (404) 281-3228
- [email protected]
- Atlanta, GA
- View Linkedin
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Chris Wieters, CFP®
Financial Advisor
- 678-468-8008
- [email protected]
- View Bio
- Macon, GA
- View Linkedin
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Chris Kim
Financial Advisor
- 770-551-3416
- [email protected]
- Atlanta, GA
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Colin Caldarera
Financial Advisor
- 770-390-1507
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Curt Weaver
Financial Services Representative
- 404-867-6864
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Daniel Odle
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Dan Whigham, CLU
Financial Advisor
- 770-551-3455
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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David Lyon, CLU, ChFC, LUTCH
Financial Advisor
- 205-244-8638
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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David Morrow
Financial Services Representative
- 770-841-1184
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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David P. Walta
Financial Advisor
- 205-602-4521
- [email protected]
- Birmingham, AL
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David Short
Financial Advisor
- (770) 390-1506
- [email protected]
- Atlanta, GA
- View Linkedin
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Dustin McNutt
Financial Services Representative
- [email protected]
- Birmingham, AL
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Elizabeth W. Sharpton
Financial Services Representative
- 770-353-0474
- [email protected]
- Atlanta, GA
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Garner Lyon
Financial Advisor
- 770-551-3445
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Genesis Howard
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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George Stradtman
Financial Services Representative
- [email protected]
- Atlanta, GA
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George Nolen
Financial Advisor
- 205-244-8660
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Grib Anderson
Financial Services Representative
- [email protected]
- Birmingham, AL
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Harrison Nathan
Financial Advisor
- 770-551-3427
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Harrison Lance
Financial Services Representative
- 770-353-0488
- [email protected]
- Atlanta, GA
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Harrison Schmitt
Financial Services Representative
- [email protected]
- Birmingham, AL
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Harry Bayer
Financial Advisor
- 205-244-8639
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Ian Carbone
Financial Services Representative
- 770-390-1519
- [email protected]
- Atlanta, GA
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Jack Giles
Financial Advisor
- [email protected]
- Atlanta, GA
- View Linkedin
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Jason A. Cole
Financial Services Representative
- 205-908-9999
- [email protected]
- Birmingham, AL
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Jeffrey Norris, CFBS
Financial Services Representative
- 770-551-3403
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Jennifer Chiang
Financial Services Representative
- 770-710-0739
- [email protected]
- Lawrenceville, GA
- View Linkedin
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Jessica Caldwell
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Jimmy Wyrosdick
Financial Services Representative
- 334-279-7898
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Joe Jordan
Financial Services Representative
- [email protected]
- Atlanta, GA
- View Linkedin
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John Park
Financial Advisor
- 770-710-0739
- [email protected]
- View Bio
- Lawrenceville, GA
- View Linkedin
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Jon Vogel
Financial Advisor
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Josh Baker, CLTC
Financial Services Representative
- 205-847-1422
- [email protected]
- View Bio
- Birmingham, AL
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Joshua Ivey
Financial Advisor
- 478-288-5341
- [email protected]
- Macon, GA
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Kevin Downs, CLU
Financial Advisor
- 770-551-3400
- [email protected]
- Atlanta, GA
- View Linkedin
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Kevin Kilpatrick
Financial Advisor
- 770-551-3436
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Kira Schleicher
Financial Advisor
- [email protected]
- Atlanta, GA
- View Linkedin
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Lance Layson
Financial Advisor
- 770-551-3444
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Logan Green
Financial Services Representative
- 205-305-0199
- [email protected]
- Birmingham, AL
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Lukas Foley
Financial Services Representative
- [email protected]
- Atlanta, GA
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Mary Runyon
Financial Services Representative
- [email protected]
- Macon, GA
- View Linkedin
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Matt Hope
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Matt Murphy
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Mei Yang
Financial Services Representative
- 770-710-0739
- [email protected]
- Lawrenceville, GA
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Mike Miller
Financial Advisor
- 205-266-8081
- [email protected]
- Birmingham, AL
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Moe Seye
Financial Services Representative
- [email protected]
- Lawrenceville, GA
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Nadya Mitha
Financial Services Representative
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Parth T. Vakil
Financial Advisor
- 512-565-1075
- [email protected]
- Atlanta, GA
- View Linkedin
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Paul Kill
Financial Services Representative
- [email protected]
- Atlanta, GA
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Peter Kim
Financial Services Representative
- 770-551-3454
- [email protected]
- Atlanta, GA
- View Linkedin
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Richard Lenhardt, CFBS, LUTCF, CLTC
Financial Advisor
- 770-551-3400
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Rick Diaz
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Ron Opolka, CLU
Financial Advisor
- 205-244-8646
- [email protected]
- View Bio
- Birmingham, AL
- View Linkedin
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Ryan Bitters
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Steve Maitland
Financial Services Representative
- [email protected]
- Atlanta, GA
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Stewart Parks
Financial Services Representative
- 205-244-8630
- [email protected]
- Birmingham, AL
- View Linkedin
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Synjyn Days
Financial Services Representative
- 770-353-0493
- [email protected]
- Atlanta, GA
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Thomas Kowal
Financial Services Representative
- [email protected]
- Atlanta, GA
- View Linkedin
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Trenekia Taylor
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Trent Geringer
Financial Advisor
- 770-551-3400
- [email protected]
- Birmingham, AL
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Trevor Sprowl
Financial Services Representative
- [email protected]
- Birmingham, AL
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Tyler Camp
Financial Advisor
- 205-244-1141
- [email protected]
- Birmingham, AL
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Tyler Kaley
Financial Services Representative
- [email protected]
- Birmingham, AL
- View Linkedin
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Tyler D. Vann
Financial Services Representative
- (205) 598-1781
- [email protected]
- Birmingham, AL
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Victoria Lowery
Financial Services Representative
- [email protected]
- Atlanta, GA
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Wes Cone
Financial Services Representative
- 478-972-4094
- [email protected]
- View Bio
- Macon, GA
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Will Allen
Financial Services Representative
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William Bennett Bradford
Financial Advisor
- 850-510-8554
- [email protected]
- View Bio
- Atlanta, GA
- View Linkedin
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Wyatt Alexander
Financial Services Representative
- [email protected]
- Atlanta, GA
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Young Mi Shin
Financial Services Representative
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Zach Green
Financial Advisor
- [email protected]
- Atlanta, GA
- View Linkedin
