Meet Our Team

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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

Bill McQuaid, CLU, ChFC

President & CEO
- 770-551-3401
- [email protected]
- Atlanta, GA
Joe Schreck

Managing Director, Partner | Georgia
- 770-551-3433
- [email protected]
- Atlanta, GA
Whit Ferguson

Managing Director, Partner | Brokerage
- 770-551-3441
- [email protected]
- Atlanta, GA
Alice Fenner

Chief Operating Officer
- 770-551-3484
- [email protected]
- Atlanta, GA
Marisa French

Chief Financial Officer
- 770-551-3406
- [email protected]
- Atlanta, GA

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Partners & Specialists

Andrew Kim

Partner
- 770-710-0739
- [email protected]
- Lawrenceville, GA
- View Linkedin
Casey Bradley

Managing Associate
- 770-789-2969
- [email protected]
- View Bio
- Atlanta, GA
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Corey Fortner

Managing Associate
- [email protected]
- Birmingham, AL
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Jake Moore, CFP^®, CRPC

Investment Specialist
- 770-551-3514
- [email protected]
- Atlanta, GA
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Jonathan Constant, CRPC

Investment Specialist
- 770-551-3400
- jcons[email protected]
- Atlanta, GA
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Leida Speller, CFP^�, ChFC^�

Director of Financial Planning
- 770-551-3410
- [email protected]
- Atlanta, GA
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Michael Kipniss, CLU, ChFC, CASL, ChSNC

Partner
- 770-551-3450
- [email protected]
- Atlanta, GA
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Ross Wyatt, CFBS

Disability Income Insurance Specialist
- [email protected]
- Atlanta, GA
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Shad Reynolds, CFP^�, CLU, ChFC

Partner
- 770-551-3400
- [email protected]
- Atlanta, GA
- View Linkedin
Shavon Roman

Worksite Specialist
- 770-353-0486
- [email protected]
- View Bio
- Atlanta, GA
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Tyler Ver Steeg, CFP^®, CLU

Partner
- 478-288-5341 ext: 302
- [email protected]
- Macon, GA
Alex Handler

Director of Development
- 7705513456
- [email protected]
- Atlanta, GA
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Andrew Frank

Financial Planning Specialist
- [email protected]
- Atlanta, GA
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Caleb Atkinson

Assistant Agency Supervisory Officer
- [email protected]
- Atlanta, GA
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Cassady Thompson

Director of Marketing
- 7705513457
- [email protected]
- Atlanta, GA
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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

Operations Director | Birmingham
- 205-603-1350
- [email protected]
- Birmingham, AL
Matt Evanson

Associate Brokerage Director
- 770-551-3423
- [email protected]
- Atlanta, GA
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Rebecca Rosario

New Business Coordinator
- 770-551-3420
- [email protected]
- Atlanta, GA
Terri Cerpa

Front Desk Coordinator
- 770-551-3408
- [email protected]
- Atlanta, GA
Tina Cain

New Business Coordinator
- 770-353-0478
- [email protected]
- Atlanta, GA
William Sikes

Technology Specialist
- 770-551-3400
- [email protected]
- Atlanta, GA