Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Atlanta

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Sarah Cannon

Sarah Cannon, CFP®

Wealth Advisor, Director

Troy Buder

Wealth Advisor

Naples, Atlanta

William Howard

William Howard, CFP®, CFA

Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Adam Lee, CFP®

Sr. Vice President

Jenna Taylor

Regional Sales Associate

Maxwell Photo

Kimberly Maxwell

Regional Sales Associate

Atlanta, Naples, Tampa, Sarasota

Lacy Hartzler

Sr. Regional Client Development Associate

Alexis Kibbe, CFP®, CAP®

Sr. Financial Planner

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Sr. Financial Planner

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®

Director, Financial Planning

Cameron Holt

Financial Planner

Camryn Norman

Camryn Norman

Financial Planner

Patrick Moody

Patrick Moody

Financial Planner

Amanda Coffey

Client Service Specialist

Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service

Brittany Starnes

Brittany Starnes

Sr. Client Service Specialist

Charlene Duncan

Client Service Specialist

Erica Lloyd

Erica Lloyd

Client Service Coordinator

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

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