Atlanta Office
900 Ashwood Parkway, Suite 400
Atlanta, GA 30338-7600
Monday - Friday: 8am - 5pm
Saturday & Sunday: By Appointment
Phone: (770) 390-2600
Fax: (770) 390-2610
Atlanta is a unique blend of culture and sophistication for its close to 6 million residents and tourists from across the globe. Whether you’re looking to eat at one of the city’s iconic restaurants like Mary Mac’s Tea Room, put your wallet through its paces in the Buckhead shopping district, take in an Atlanta Braves game or attend a renowned musical at the Fox Theatre, Atlanta will not let you down.
Yes, there is much to see and do in Atlanta. And yet, the heart of Atlanta are its people, communities, thriving businesses, and schools – it’s community. It’s a community that Ashford Advisors is proud to be a part of and help support.
Ashford Advisors has been a fixture of the greater Atlanta area for over 120 years helping our clients with their financial, insurance and wealth management needs. Located at Perimeter Center north of Atlanta in Dunwoody, we understand both sides of the spectrum: DeKalb County’s close-knit communities and small-town values while building a reputation as a premier financial services firm in one of Metro Atlanta’s largest business districts.
Ashford Advisors’ financial advisors, insurance professionals and investment managers are committed to helping business owners, working professionals and families find financial balance as they strive to grow their company, prepare for a career change, or plan to send their children to college. Whatever life stage you are in, we have a holistic approach that will offer financial protection and growth strategies.
Our team is proud to be involved with local charities and philanthropic organizations like Children’s Hospital of Atlanta (CHOA), Atlanta’s Ronald McDonald House, Foster Care Support Foundation, Special Olympics of Georgia, and Boys & Girls Clubs of Metro Atlanta.
Ashford Advisors offers industry leading products and services including but not limited to whole life insurance, disability insurance, retirement planning, wealth management and investing services, and estate planning.
To schedule an appointment, please email or call us at (770) 390-2600.
Atlanta, GA - Main Office
Abbigale Macho
Director of Onboarding
abbi.macho@ashfordadvisors.net
Abbigale Webb is the Client Relations and Talent Acquisition liaison for Ashford Advisors’ Atlanta office. She works with recruits as one of the first points of contact and supports them as they go through the selection and...
Arianny Pujols
Financial Representative - Atlanta, GA
arianny.pujols@ashfordadvisors.net
Arianny Pujols, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors, Inc. is not an affiliate or subsidiary of Guardian. Ashford Advisors, Inc. is not registered...
Austin Ehlinger
Financial Advisor - Atlanta, GA
austinehlinger@ashfordadvisors.net
Blake Miller
Financial Advisor - Atlanta, GA
blakemiller@ashfordadvisors.net
Blake Miller strives for excellence in everything he does.
Carla Garikes
New Business Administrator
carlagarikes@ashfordadvisors.net
Carla Garikes serves our firm as a New Business Administrator.
Carla Armstrong
New Business Administrator
carlaarmstrong@ashfordadvisors.net
Carla Armstrong joined Ashford Advisors in 2011, after working in the mortgage banking industry for over twenty-five years. She serves as a New Business Administrator for the agency, helping associates process new business and...
Chip Busbey, CLU®
Financial Advisor - Atlanta, GA
chipbusbey@ashfordadvisors.net
Christopher Johnson, MBA
Financial Advisor - Atlanta, GA
christopher.johnson@ashfordadvisors.net
Christopher Johnson joined Ashford Advisors in September of 2018. As a client of the firm, he witnessed firsthand the intentional process and the impact it had on his family’s financial life; Christopher knew he wanted to be able...
Colleen Pollick
Investment Team - Atlanta, GA
colleen.pollick@ashfordadvisors.net
Colleen Pollick joined Ashford Advisors in May 2022 as the Client Operations Associate for Investment Specialist, Ed Inman, and the Investment Team. After graduating from John Tyler College Magna Cum Laude, Colleen spent several...
Daijza Miller
Financial Representative - Atlanta, GA
dijza.miller@ashfordadvisors.net
Daijza Miller joined Ashford Advisors in September of 2022. She chose a career in financial services because she desired to help others like herself, specifically those who were never taught financial literacy in school. Daijza...
Delinda Armant
Insurance Brokerage Specialist
delinda.armant@ashfordadvisors.net
Edward Inman, ChFC®, CFP®
Investment Specialist, Financial Advisor and Training - Atlanta, GA
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 2009, he joined the firm so he could share his story and offer people...
Elie E. Engler, ChFC, CFP, RICP
Vice President
elieengler@ashfordadvisors.net
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...
Emily P. McIntyre, MBA
Director of Business Development
emilymcintyre@ashfordadvisors.net
Emily McIntyre serves as the Marketing Manager at Ashford Advisors, a position she has held since 2008.
Emily Pool
Investment Team - Atlanta, GA
Emily Pool works with the Atlanta Investment team.
Faith Pugh
Financial Representative - Atlanta GA
faith.pugh@ashfordadvisors.net
Faith Pugh joined Ashford Advisors in 2023 as a Financial Representative after having worked in the automobile sales industry. She chose a career in financial services because she has personally experienced how hard, but...
Farrah Abernathy
Engler Team - Atlanta, GA
(770) 390-2610
farrah.abernathy@ashfordadvisors.net
In June 2019, Farrah was introduced to Ashford Advisors. Drawn to a new industry, she decided to join the Engler Team shortly after meeting Elie and Jenny; she was excited to learn more about the financial field and work with a...
Jenny Hosch
Engler Team - Atlanta, GA
jennyhosch@ashfordadvisors.net
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 on Elie Engler's Team. A native of Atlanta, Jenny resides...
John C. Wells, III
Financial Advisor - Atlanta, GA
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...
Johnny Howard
Director of Operations
johnnyhoward@ashfordadvisors.net
Johnny Howard serves as the Director of Operations at Ashford Advisors.
Jonathan Dewitt
Registered Representative - Financial Advisor - Atlanta, GA
jonathan.dewitt@ashfordadvisors.net
Jonathan Dewitt is an agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange...
Jon-Paul Roy
Financial Advisor - Atlanta, GA
In the rapidly changing world of financial services, Jon helps clients GROW, PROTECT, and COORDINATE their business and family finances. Joining Ashford Advisors in July 2019, Jon leverages decades of management consulting...
Josh Ketchie, CFP®, CPA*, ChFC®
Financial Advisor - Atlanta, GA
joshketchie@ashfordadvisors.net
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.
Keersten Davis
Investment Team, Atlanta Office
keersten.davis@ashfordadvisors.net
Keersten Davis joined the Atlanta Investment Team in April of 2018. She supports the firm’s Investment business and manages client operations for Investment Specialist, Ed Inman. Born in Chicago, Illinois, Keersten has called...
Kelee Wylie
Office Manager, Atlanta Office
keleewylie@ashfordadvisors.net
Kelee Wylie is the Office Manager in Atlanta. She serves as a New Business Administrator for the agency, as well as directs the day-to-day operations and activities of Ashford. Kelee joined Ashford Advisors in 1996. Kelee lives in...
Kelly Miller
Client Relations Manager - Blake Miller Team
kelly.miller@ashfordadvisors.net
Lisa M. Arnold, MBA, ChFC®
Financial Advisor - Atlanta, GA
lisaarnold@ashfordadvisors.net
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...
Lynn D. Burke
New Business Administrator
Mark O. Matia
Atlanta, GA
Mark Matia knows first-hand the impact that a severe disability can have on a career.
Matthew W. Meurer
Agency Control Officer
Matt Meurer joined Ashford Advisors in 2002, and his role within the organization has grown to Director of Finance.
Matthew G. Lipscomb, CLU®, ChFC®
Senior Vice President - Atlanta, GA
mattlipscomb@ashfordadvisors.net
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...
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
With more than 15 years at Ashford Advisors, Michael Ghioto is a professional CERTIFIED FINANCIAL PLANNER™ focused on his client’s wealth accumulation, investment strategies, and retirement income planning....
Mitchell King
Financial Advisor - Atlanta, GA
mitchell.king@ashfordadvisors.net
Mitchell King started his career in financial services when he joined Ashford Advisors in 2019. Mitchell is driven by problem solving and the opportunity to build impactful relationships.
Mollie Gladson
Communications Coordinator
mollie.gladson@ashfordadvisors.net
Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered...
Nancy Du, MBA, RICP®, CFP®
Financial Advisor - Atlanta, GA
Born and raised in Tianjin, China, Nancy started her career in finance with Bank of China international business in 1992. In 2003, she moved to Atlanta, GA, where she pursued her MBA in Finance from the Terry Business School at the...
Norman L. Plotkin, JD, CLU®, ChFC®
Financial Advisor - Atlanta, GA
770-390-2610
Palmer Curry
Financial Advisor - Atlanta, GA
palmercurry@ashfordadvisors.net
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...
Patty Barris
Ketchie Team - Atlanta GA
pattybarris@ashfordadvisors.net
Born and raised in the Northeast, Patty graduated from Fairfield University in Connecticut. Post-graduation, Patty worked in the Banking and Financial Software industry before moving to metro-Atlanta and being a full-time mom to her...
Peter Bourg
Financial Advisor - Atlanta, GA
peterbourg@ashfordadvisors.net
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.
R. Jim Moore
Director of Brokerage Sales - Atlanta GA
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.
Reagan Wolfe
Financial Advisor - Atlanta, GA
reaganwolfe@ashfordadvisors.net
Robert Sheats
Financial Representative - Atlanta, GA
Robert Sheats, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not an affiliate or subsidiary of Guardian. Ashford Advisors is not registered in any state...
Sara Dewitt
Financial Representative - Atlanta, GA
sara.dewitt@ashfordadvisors.net
Sara Dewitt joined Ashford Advisors this year, after spending the last few years as a client. When the COVID pandemic and global economic disaster hit, Sara and her husband, Jonathan, felt more prepared and confident in her...
Shannon Hsu
Director of Brokerage Sales
shannonhsu@ashfordadvisors.net
Shannon serves as the Director of Brokerage Sales for Ashford Advisors in Georgia and South Carolina, a position she has held since 2004.
Stephen Horn
Financial Representative - Atlanta GA
stephen.horn@ashfordadvisors.net
Stephen Horn is a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not an affiliate or subsidiary of Guardian. Ashford Advisors is not registered...
Tegan Ketchie
Support Staff - Ketchie Team, Atlanta, GA
tegan.ketchie@ashfordadvisors.net
In November 2019, Tegan was introduced to Ashford Advisors by her husband, Josh, who is a Financial Advisor with Ashford. Drawn to supporting a great cause, she serves on the Ketchie Team as the Client Relations Manager. Tegan takes...
Thomas Matia JD
Financial Representative - Atlanta, GA
thomasmatia@ashfordadvisors.net
Thomas Matia became a Financial Representative for Ashford Advisors in 2011. He is a native of Atlanta and still calls Atlanta home with his wife, Malissa and his daughter, Scarlett. Thomas attended college at Georgia State University,...
Tom Purcell, CLU®, ChFC®
Chief Executive Officer (CEO)
tompurcell@ashfordadvisors.net
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.
M. Travis Moore
Financial Advisor - Atlanta, GA
travismoore@ashfordadvisors.net
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 50 years of experience in the industry and...
Tuwile Wilson
Associate - Atlanta, GA
tuwilewilson@ashfordadvisors.net
Tuwile Wilson is an agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange...
Wendy Adams
Agency Administrator - Atlanta, GA
wendyadams@ashfordadvisors.net
Wendy joined Ashford Advisors, formerly Murdock Taylor, in the mid 1990s. Taking time to raise her two children, she rejoined Ashford in 2016. Wendy assists multiple advisors in the Atlanta office with the processing of client...
William Francis
Financial Representative - Atlanta, GA
william.francis@ashfordadvisors.net
William joined Ashford Advisors in 2020 after graduating from the University of Georgia. He knew he wanted a career that would allow him to meet and interact with people, and to feel as if he was serving an important purpose in...
Xiomara Salgado
Hsu Team - Atlanta, GA
xiomara.salgado@ashfordadvisors.net
Originally from New Jersey, Xiomara now calls Atlanta home. She works alongside Shannon Hsu as her Brokerage Assistant. Bringing her passion and drive to work hard, Xiomara enjoys interacting with brokers and saw Ashford as a great fit...