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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

Email Us

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


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...

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Amy Lea

Associate - Atlanta, GA


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Arianny Pujols

Financial Representative - Atlanta, GA


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...

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Austin Ehlinger

Financial Advisor - Atlanta, GA

(678) 910-8868

Austin Ehlinger entered the financial services industry when he joined Ashford Advisors in 2014. Austin knew he wanted a career that gave him the opportunity to build meaningful relationships with people and help them make important...
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Blake Miller

Financial Advisor - Atlanta, GA

(770) 390-2632

Blake Miller strives for excellence in everything he does.

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Carla Garikes

New Business Administrator

(770) 390-2663

Carla Garikes serves our firm as a New Business Administrator.

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Carla Armstrong

New Business Administrator

(770) 390-2611

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...

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Chip Busbey, CLU®

Financial Advisor - Atlanta, GA

(770) 390-2615

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. His father, Howard C....
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Christopher Johnson, MBA

Financial Advisor - Atlanta, GA


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...

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Colleen Pollick

Investment Team - Atlanta, GA


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...

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Delinda Armant

Insurance Brokerage Specialist


Delinda (Dee) Armant joined Ashford Advisors in July 2023. She has been in the insurance industry since 2000 specializing in helping financial professionals grow, maximize, and capitalize on the benefits available for their clients...
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Edward Inman, ChFC®, CFP®

Investment Specialist, Financial Advisor and Training - Atlanta, GA

(770) 390-2639

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...

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Elie E. Engler, ChFC, CFP, RICP

Vice President

(770) 390-2658

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 P. McIntyre, MBA

Director of Business Development

(770) 390-2640

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

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Emily Pool

Director of Client Relations - Ghioto Team

(912) 617-9036

Emily Pool works with the Atlanta Investment team.

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Faith Pugh

Financial Representative - Atlanta GA


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...

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Farrah Abernathy

Client Relations Specialist | Engler Team - Atlanta, GA


(770) 390-2610

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...

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Jenny Hosch

Client Relations Manager | Engler Team - Atlanta, GA

(770) 390-2645

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...

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John C. Wells, III

Financial Advisor - Atlanta, GA

(678) 281-9101

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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Johnny Howard

Director of Operations

(770) 390-2624

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

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Jonathan Dewitt

Registered Representative - Financial Advisor - Atlanta, GA


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...

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Jon-Paul Roy

Financial Advisor - Atlanta, GA

(770) 390-2602


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...

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Josh Ketchie, CFP®, CPA*, ChFC®

Financial Advisor - Atlanta, GA


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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Keersten Davis

Investment Team, Atlanta Office

(678) 281-9124

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...

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Kelee Wylie

Office Manager, Atlanta Office

(678) 281-9108

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...

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Kelly Miller

Client Relations Manager - Blake Miller Team


Kelly Miller joined Ashford Advisors in 2024 as the Client Relations Manager for Blake Miller.She holds a BBA from Georgia State University with a focus in Marketing, a BBS from Brenau University and Master’s in Early Childhood...
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Kimberly Smith

Support Staff - Ketchie Team, Atlanta, GA

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...

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Lisa M. Arnold, MBA, ChFC®

Financial Advisor - Atlanta, GA

(770) 670-5508

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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Lynn D. Burke

New Business Administrator

(770) 536-9764

Lynn Burke joined Ashford, formerly Murdock Taylor, in 1997. With an extensive background in insurance and brokerage, she serves as a New Business Administrator for the agency. A Georgia native, Lynn was born in LaGrange, and from age...
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Mark O. Matia

Atlanta, GA

(770) 330-3306

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

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Matthew W. Meurer

Agency Control Officer

(770) 390-2613

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

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Matthew G. Lipscomb, CLU®, ChFC®

Senior Vice President - Atlanta, GA

(404) 991-5448

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 J. Ghioto, CFP®, RICP®

Registered Principal and Financial Advisor

(404) 341-4401

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.... 

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Mitchell King

Financial Advisor - Atlanta, GA

(770) 390-2607

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.

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Mollie Gladson

Communications Coordinator


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...

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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...

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Norman L. Plotkin, JD, CLU®, ChFC®

Financial Advisor - Atlanta, GA



Norman Plotkin originally began his career as an attorney, and in 1981 made the career move to financial services. Since then, Norman has become an invaluable asset to his clients. In 2000, Norman joined Ashford Advisors’ team of...
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Palmer Curry

Financial Advisor - Atlanta, GA

(404) 383-6294

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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Patty Barris

Ehlinger Team - Atlanta GA


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...

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Peter Bourg

Financial Advisor - Atlanta, GA


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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R. Jim Moore

Director of Brokerage Sales - Atlanta GA

(770) 390-2672

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

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Reagan H. Wolfe, ChFC®, CLU®, CExP™

Financial Advisor - Atlanta, GA

(770) 390-2682

As a Financial Advisor at Ashford, one of the biggest issues Reagan sees when he first meets clients is that they suffer from Financial Disorganization. It's not that they don't know important facts about their financial life or that...
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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...

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Sara Dewitt

Financial Representative - Atlanta, GA

(404) 445-2263

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...

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Shannon Hsu

Director of Brokerage Sales


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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Stephen Horn

Financial Representative - Atlanta GA


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...

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Tegan Ketchie

Support Staff - Ketchie Team, Atlanta, GA

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...

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Thomas Matia JD

Financial Representative - Atlanta, GA


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,...

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Tom Purcell, CLU®, ChFC®

Chief Executive Officer (CEO)

(770) 390-2604

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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M. Travis Moore

Financial Advisor - Atlanta, GA

(770) 390-2628

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...

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Tresa Day

Agency Finance Director - Atlanta, GA

(770) 390-2627

Tresa Day serves as the Agency Finance Director and manages the firm's finances. She joined Ashford Advisors in 2016 after being introduced to one of the firm's Directors of Brokerage Sales, Daniel Taylor. In her previous role, Tresa...

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Wendy Adams

Agency Administrator - Atlanta, GA


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...

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William Francis

Financial Advisor - Atlanta, GA


William joined Ashford Advisors after graduating from the University of Georgia. He knew he wanted a career that would allow him to not only meet people but help them. William realized early in his life that a career where he could...
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Xiomara Salgado

Hsu Team - Atlanta, GA

(770) 390-2648

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...

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