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.

 

Amy Kea

Investment Team, Duluth Office

(470) 865-5088

As a retail business owner Amy learned first-hand the importance of customer service and client relationships to build a business. From that business success Amy used her managerial, leadership, and sales skills to become a leading...

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Andrew Matthieson entered the financial services industry in 2013 when he joined Ashford Advisors as a Financial Representative. He guides his clients to feel confident in all aspects of their financial lives, helping them to work...

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Ashley Decker joined Ashford Advisors in 2014. With experience in client relations and marketing, Ashley plays a crucial role on Josh Ketchie's team in the Atlanta office. She supports client connections and growth, integrating her...

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Austin Ehlinger launched his career in financial services in 2014.

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

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Camille Snyder was born and raised in Jackson, Mississippi. She attended Washington & Lee University in Virginia where she graduated magna cum laude with a Bachelor in Business Administration and Commerce. While at WLU, she was a...

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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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Cheryl Allen

Director of Brokerage Sales, Jackson Office

(601) 956-6656

Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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Cheyenne Mosley

Talent Acquisition and Client Relations, Atlanta Office

(770) 390-2617

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 financial professional, he helps people gain control over their money and find financial...

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Cliff has spent the last 20 plus years helping clients in many areas related to finance including banking, wealth management, investment management, and financial planning. Prior to joining the Memphis firm in 2013, Cliff, along with...

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As a Director of Brokerage Sales, Daniel works with Atlanta's top financial professionals to customize high quality insurance plans for Physicians, Executives, and Small Business Owners.

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Danni Barker

Agency Control Office, Jackson and Memphis Offices

(601) 803-2706

Serving as the Agency Control Officer (ACO) for the Jackson and Memphis Offices, Danni Auge joined the Ashford Compliance Team in January of 2018. She supervises the daily activity of the firms and their representatives. She enjoys...

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David Allen has been in the financial services industry since 1971. A General Agent of Guardian, David holds the professional designations of Certified Life Underwriter (CLU)® and Chartered Financial Consultant (ChFC).® He...

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David Earhart's passion in the financial world is to provide the best information available so his clients can make informed and knowledgeable decisions based on their wants and desires. David grew up in middle Tennessee on a family...

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David Swilley joined Ashford Advisors after experiencing the Ashford process and understanding the strategies firsthand. Having been a client of the firm for several years, he recognized the benefit of Ashford’s educational and...

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Derrick Freeman enjoys being an active participant and coach in helping others accomplish their financial goals. With over thirty years’ experience in the financial services industry, he provides investment services, strategic...

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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. In 2008, he joined the firm so he could share his story and offer people...

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Elie Engler is passionate about making people’s lives better. Whether educating his clients in their financial lives, mentoring new associates, or serving the Jewish community in Atlanta, he strives to have a positive and lasting...

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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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Emily Pool works with the Atlanta Investment team.

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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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George started in the financial services industry in Washington DC in 1989. He moved to Memphis in 2004 to take over a firm which he reorganized as Chartwell Financial Group (CFG). With over twenty-five years of industry experience,...

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Jason Huggins, CLF®

Managing Director, Atlanta Office

(770) 390-2643

Jason Huggins has a desire to serve and make a difference in the lives of others. Whether he is helping his clients to achieve the goals they have for their lives, mentoring associates entering this career, or volunteering with local...

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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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With a passion for helping others and an interest in expanding her own knowledge of financial services, Jenny joined Ashford in 2016 and serves as the Client Relations Manager to the Engler Team. A native of Atlanta, Jenny resides in...

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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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For John Wells, his work is personal. He and his family understand the importance of having proper planning measures in place. In 2014 he lost his little sister Kristen to cancer; however, she was well taken care of up to the day of...

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Johnnie Bradley has spent over a decade coaching his clients toward financial confidence. He takes a holistic approach in which he focuses on educating clients, building wealth, and implementing financial strategies that align with...

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

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With a calling to help clients navigate the myriad of financial choices throughout their lives, Joseph DeLisi provides guidance and strategies on building and maintaining wealth. He understands that without proper planning, it is...

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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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Katy Kenny

Director of Operations, Jackson Office

(601) 956-6656

Katy Kenny serves as the Director of Operations to the Jackson Office where she manages the agency and the day-to-day operations and activities. With a background as a financial associate, Katy understands the opportunity within this...

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Kristen Borst serves as the Agency Control Officer (ACO), a position that is responsible for supervising the daily activities within the agency from a compliance stand-point. Kristen is a member of the Ashford Management team, setting...

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Lea Angel Woodham serves as the Office Manager for the Little Rock Office. She is responsible for all new business, as well as ongoing services for existing policies and accounts. Lea Angel has been with the firm since 2010, where she...

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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. She believes that comprehensive planning is about more than just math and numbers. It is her conviction that understanding and...

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Luke Franklin has a passion for financial education and strives to become a trusted resource for his clients. He is motivated by an intrinsic desire to make a positive difference in the world. By focusing on his client’s complete...

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Blake Miller strives for excellence in everything he does.

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Travis Moore entered the financial services career in 2008 with a desire to impact the lives of his clients. He decided to follow in the footsteps of his father, who has more than 40 years of experience in the industry and provided an...

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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 has built a career focused on the issues that families and small businesses face and works alongside his clients to find solutions. He views himself as successful only if he has made a significant, positive impact on the lives of...

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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, he strives to educate, inform and cull the...

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Michael Palmer strives to help his clients become financially educated and organized by implementing a long-term strategy to best build their wealth. He is passionate about helping families and professionals understand their finances...

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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. This principle holds true whether he is providing strategies to help his clients reach their...

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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 build wealth potential through financial strategies, work toward their financial goals, and enjoy more time for personal, professional, and charitable goals....

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Financial Representative of Guardian.

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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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Paul Barlow

Investment Specialist, Memphis Office

(901) 692-5579

Paul began his career in 1988 and in 1990 joined Charles Schwab & Company as a manager in three call centers. In 1997, he started his own full-service P&C insurance agency and Registered Investment Advisory firm while completing his...

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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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Bryant Moore lives to serve others, wanting to make a positive difference in their lives and build a better future. Whether he is helping his clients toward achieving the goals they have for their lives or giving back to his local...

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R. Jim Moore

Director of Brokerage Sales, Atlanta Office

(770) 390-2672

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.

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Reagan Wolfe is passionate about serving others and being a good steward of his time and money. His desire is to build strong relationships with people and impact their lives in a meaningful way, whether by working with clients to...

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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, CLU®

Director of Brokerage Sales, Birmingham and Memphis 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. Industry professionals have a lot to consider especially as they navigate the...

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Sarah Dixon joined Joe DeLisi’s team in Memphis in 2011 and immediately became his business’s Director of Operations, the glue that holds everything together. She handles all details of the planning process that clients are...

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Shannon Hsu

Director of Brokerage Sales, Savannah Office

(678) 525-9488

Shannon serves as the Director of Brokerage Sales 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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A native of Big Stone Gap, Virginia, Bill Mumpower began his career in financial services in 1976.

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Warren grew up on his family’s rice and soybean farm in Jonesboro AR. He graduated from Arkansas University where he studied finance and economics. Warren joined Chartwell in 1998 and in 2006 he and his family relocated to Little...

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Zach Martin believes that every individual has their own financial dream of success and that we all have a unique personality with different life circumstances that change throughout time. Because each individual and situation is...

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