Broker Check

Team

At Ashford Advisors, our people are our greatest asset. Our team prides itself on our highest level of integrity, an affinity for continuing education, and a strong desire to help our clients meet their financial goals and security. Our management team and our associates share a commitment to doing the right thing for our clients and constituents, knowing that people matter, while holding ourselves to the highest of standards.

These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships, and being a concerned corporate citizen within the communities we serve. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.

Our Representatives

Our team includes over 50 talented professional advisors throughout Georgia, Alabama, and South Carolina, each contributing knowledge in specific areas of finance. We go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.

 
Andrew Matthieson entered the financial services industry in 2013 when he joined Ashford Advisors as a Financial Representative.

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Austin Ehlinger launched his career in financial services in 2008.

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Britton Adams has a passion to serve and make a difference in the lives of others.

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Bryant Moore lives to serve others, wanting to make a positive difference in their lives and build a better future.

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Charles “Mac” Jordan began his career in the financial services industry in 1988. After 17 successful years in the industry, Mac joined Ashford Advisors in 2004.

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Cheyenne Mosley dedicates her life to the benefit of others. She lives by the quote from The Alchemist, “To realize one’s destiny is a person’s only obligation,” for she believes everyone was brought into this...

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Having been around the financial services industry his entire life, Chip Busbey knew he wanted to impact the lives of people by providing comprehensive estate, retirement and investment planning for his clients.

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Chris Means is Principal of Pinnacle Planning, LLC; he specializes in insurance and estate planning with a focus on life, disability, and long-term care insurance.

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Christian Lopez believes no one can serve two masters. In today’s world, people can either be devoted to money or to a higher purpose. As a broker, he helps people gain control over their money and find...

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Having been around the financial services industry his entire life, Daniel Taylor joined Ashford Advisors in 2009 with a passion to help people.

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Delicia Smalls lives true to her favorite quote from Anais Nin, “And the day came when the risk to remain tight in a bud was more painful than the risk it took to blossom.” And it’s the same drive of that philosophy...

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Edward Inman first experienced Ashford Advisors as a client in 2007. It was during this transformative experience that he decided to pursue a career with Ashford.

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Elie Engler is passionate about making people’s lives better.

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Elliott Hagan began his career in the financial services industry in 1974. In December 2005, he joined Ashford Advisors.

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Emily McIntyre serves as the Marketing Manager at Ashford Advisors, a position she has held since 2008.

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Jason Huggins, CLF®

Financial Professional, Vice President

(770) 390-2643

Jason Huggins has a desire to serve and make a difference in the lives of others.

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Jaylin Perry joined Ashford Advisors in 2016 originally as a Talent Acquisition and Client Relations Specialist. She currently serves as part of the firm’s leadership team as the Marketing Director.

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Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. Ashford Advisors is not an independent registered investment advisor.

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Joe Kennedy

(770) 536-1760

(770) 287-1114

Joe is a lifelong athlete passionate about developing his professional skills and building long-lasting relationships with his clients. He is always striving for excellence and having a tangible impact on the lives of his clients by...

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With a career spanning more than 24 years in the financial services industry, John helps families evaluate their current financial position, educate them to make better financial decisions for their unique situation, and monitor their...

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Johnny Howard serves as the Director of Operations at Ashford Advisors.

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Josh Ketchie serves as a financial professional for successful families and business owners. He seeks to help his clients both today and in the future, building lasting relationships built on trust and mutual respect.

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Kirby Arnall joined Matrix Insurance Agency, Inc. in 1988 as the Vice President of the Planning and Benefits Division. In 1995, he became an owner of Matrix.

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Kristie Leggett is passionate about people. She strives to build lasting, meaningful relationships and positively influence the lives of those around her. Her mission is to learn, educate, and empower. She seeks to know her clients on...

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Lee Evans joined Ashford Advisors in 2008 with a firsthand knowledge and understanding of the Ashford process.

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As a client of Ashford Advisors, Lee experienced firsthand how the Ashford process can make a difference in one’s life. Lee has always had a passion for personal finance. Helping others with their own financial future is what he...

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Linda joined Ashford Advisors in February 1977 in an administrative sales support position for seven associates.

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Lisa specializes in helping families and business owners think differently about money and finance. Her mission is to help people see their financial picture with more clarity and to feel more confident about their financial decisions...

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Blake Miller strives for excellence in everything he does.

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Maria Todd serves as the Marketing Coordinator at Ashford Advisors. She is the customer service point person for all advisors’ questions regarding social media, print, and website marketing materials. She also assists the...

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Mark Matia knows first-hand the impact that a severe disability can have on a career.

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Matt Meurer joined Ashford Advisors in 2002, and his role within the organization has grown to Director of Finance.

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Matt Lipscomb is passionate about seeking excellence. Whether he is providing strategies to help his clients reach their financial goals or coaching young athletes toward their personal best.

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Michael Palmer is passionate about moving his clients into a position of financial security and confidence.

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Michael Ghioto, ChFC®, RICP®

Vice President

(770) 390-2646

Michael Ghioto is guided by the belief that long term success is impacted by the multitude of small decisions we all make along the way.

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Nancy (Xiuhong) was born and raised in Tianjin China. In 2003, she moved to America and settled in Atlanta, Ga where she still resides today. After moving to America, she attended the University of Georgia and received her MBA in...

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John E. (Ned) Richards has been in the financial services industry since 1975, working closely with individuals and business owners to assist them in reaching their long-term financial goals.

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Norman Plotkin works with each of his clients with the goal of helping them earn more money through improved financial strategies, reach their financial goals sooner, and have more fun with the money and time.

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After beginning his professional career in Sales and being recognized as a top 10 producer in his region, Palmer knew he wanted a change. He knew he wanted to help others reach their financial goals by giving them the knowledge and...

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Peter Bourg brings a sense of quiet confidence and enthusiasm to everything he does. He entered the financial services industry because it allowed him to do two of the things he enjoys most: helping people and studying finance.

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Bob believes that the mission of a financial advisor is to bring confidence and security to their client’s financial life through organization, education, and astute planning.

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Reagan Wolfe is passionate about serving others and being a good steward of his time and money.

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Richard Noel joined the Ashford Advisors team in 2007 with a strong desire to help others make efficient financial decisions, a purpose he has carried throughout his career in financial services.

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Sam Duffey

Director of Brokerage Sales, Birmingham Office

(205) 626-9347

Sam Duffey is passionate about serving others and laser-focused on helping financial professionals and insurance agents deliver complete planning strategies.

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Shannon serves as the Director of Brokerage for Ashford Advisors in Georgia and South Carolina, a position she has held since 2004.

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Tom Inglesby has been in the financial services industry since 1971. Prior to joining Ashford Advisors in 2005, Tom spent 34 years in the financial services industry in both sales and sales management.

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Tim Bell has been in the financial services industry since 2009 and joined Ashford Advisors in September 2016. He is passionate about educating his clients on how to be organized and prepared when it comes to their finances. He helps...

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Tom Purcell serves as the Chief Executive Officer of Ashford Advisors. When he joined the firm in 1991 as a manager, he had a passion for helping others succeed.

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Travis Moore entered the financial services career in 2008 with a desire to impact the lives of his clients.

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A native of Big Stone Gap, Virginia, Bill Mumpower began his career in financial services in 1976.

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