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.

Search results for:

Location: Atlanta

Clear All Filters

Ivan Lopez Colon

Ivan Lopez Colon

Client Service Specialist

Jacklyn Lopez

Senior Client Service Specialist

Jefferson Bell, FPQP®

Client Service Specialist

Jill Varnum

Manager, Client Service

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Melissa Vance

Sr. Client Service Specialist

Minh Tu Vo

Client Service Specialist

Morgan-Barnwell

Morgan Barnwell

Client Service Specialist

Nathan Touchberry

Client Service Specialist

Rebecca Upton

Sr. Client Service Specialist

Sana Alsalman

Sr. Client Service Specialist

Yasmin McLocklin

Yasmin McLocklin

Client Service Specialist

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

Ifia Stainrod

Retirement Plan Manager

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing