Broker Check

Charlotte Office

6000 Fairview Road, Suite 1200
Charlotte, NC 28210

Monday - Friday: 8am - 5pm
Saturday & Sunday: By Appointment

Charlotte is a vibrant city that sits near the south-central border of North Carolina.  It has a dynamic blend of modern urbanity and southern charm with all of the fun of welcoming people from both North and South Carolina. Known as the Queen City, Charlotte stands as a major financial hub, housing the headquarters of several Fortune 500 companies. Charlotte prides itself on its strong sense of community filled with local events, festivals, and community initiatives, fostering a welcoming and inclusive atmosphere. We look forward to continuing to grow in a city with such undeniable charm! 

Aaron Edwards

Financial Representative - Atlanta, GA

770-390-2600

aaronedwards@ashfordadvisors.net

Aaron Edwards joined Ashford Advisors in March 2023, after a seventeen-year career in the financial services industry. He is licensed in 44 states.  Aaron previously worked as an independent agent representing a variety of...

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Abbigale Macho

Director of Onboarding

470-745-7739

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...

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Adam Bass

Principal Director

adam.bass@ashfordadvisors.net

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 900 ASHWOOD PARKWAY, SUITE 400, ATLANTA GA, 30338, 770-390-2600. Securities products and advisory services offered through PAS, member...

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Albert McGee

Associate - Alpharetta, GA

770-629-8300

albert.mcgee@ashfordadvisors.net

Albert McGee, 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 Commission as...

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Alison Ponder

Client Relations Specialist to R. Bryant Moore and Reagan Wolfe

770-390-2609

alison.ponder@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...

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Amy Lea

Associate - Atlanta, GA

404-948-3569

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Andrew Matthieson, WMCP®

Vice President, Financial Advisor - Atlanta, GA

(678) 771-6549

andrewmatthieson@ashfordadvisors.net

Andrew Matthieson entered the financial services industry in 2013 when he joined Ashford Advisors as a Financial Representative. He guides his clients to feel...

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Arianny Pujols

Financial Representative - Atlanta, GA

404-737-9055

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...

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Austin Ehlinger

Financial Advisor - Atlanta, GA

(678) 910-8868

austinehlinger@ashfordadvisors.net

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

blakemiller@ashfordadvisors.net

Blake Miller strives for excellence in everything he does.

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Bryan Pike

Associate - Alpharetta, GA

404-882-5786

Bryan.Pike@asfordadvisors.net

Bryan Pike, 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 Commission as a...
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Camille Snyder

Managing Partner - Jackson, MS

601-707-6387

camillesnyder@ashfordadvisors.net

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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Carla Garikes

New Business Administrator

(770) 390-2663

carlagarikes@ashfordadvisors.net

Carla Garikes serves our firm as a New Business Administrator.

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Carla Armstrong

New Business Administrator

(770) 390-2611

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...

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Charles “Mac” Jordan, CLU®, ChFC®, CAP®

Financial Advisor, Vidalia GA

(912) 537-8669

charlesmjordan@ashfordadvisors.net

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, MS

(601) 956-6656

cherylallen@ashfordadvisors.net

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

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Chip Busbey, CLU®

Financial Advisor - Atlanta, GA

(770) 390-2615

chipbusbey@ashfordadvisors.net

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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Chris Hudnall

Hudnall Wealth

210-478-0244

chris.hudnall@ashfordadvisors.net

Chris Hudnall entered the financial services industry with a desire to help friends, family, and clients to understand and simplify the complexities around managing their finances. Chris strives to be a voice of reason for his clients...

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Christina DiFonzo

Recruiting Talent Acquisition Manager

470-684-5618

christina.t.difonzo@ashfordadvisors.net

Christina T. DiFonzo 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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Christopher Johnson, MBA

Financial Advisor - Atlanta, GA

770-626-5612

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...

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Cody J. Becker

Investment Specialist - Memphis, TN

901-692-5508

cody.becker@ashfordadvisors.net

Cody J. Becker, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford Mid South LLC is not an affiliate or...

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Colleen Pollick

Investment Team - Atlanta, GA

770-390-2622

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...

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Daniel A. Taylor, CLU®, ChFC®, CFP®

Associate General Agent

(770) 390-2680

danieltaylor@ashfordadvisors.net

As Associate General Agent, Daniel is responsible for the strategic growth and development of the firm. He selects, trains, and develops a premier group of advisors that impacts the character of our organization. He works closely with...
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Danni Barker

Agency Control Officer, Jackson and Memphis Offices

770-390-2620

danni.barker@ashfordadvisors.net

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 B. Allen, CLU®, ChFC®

Advanced Sales Director

(601) 956-6656

davidallen@ashfordadvisors.net

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

Financial Advisor - Memphis, TN

(901) 692-5564

david.earhart@ashfordadvisors.net

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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Delinda Armant

Insurance Brokerage Specialist

404-400-3766

delinda.armant@ashfordadvisors.net

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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Derrick Freeman

Investment Specialist - Jackson, MS

(601) 956-6656

derrickfreeman@ashfordadvisors.net

Derrick Freeman joined Ashford Advisors in 2010, after an initial appointment with Guardian in 1988. He enjoys being an active participant and coach in helping others accomplish their financial goals. With over thirty-five years’...
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Earl T. Young Jr.

Financial Representative - Memphis, TN

(901) 571-8989

earl.young@ashfordadvisors.net

Earl Young joined Ashford Advisors in 2023 as a Financial Representative. Earl entered the financial services industry in 2015, after retiring from a thirty-three-year career as a federal employee with the social security...

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Edward Inman, ChFC®, CFP®

Investment Specialist, Financial Advisor and Training - Atlanta, GA

(770) 390-2639

edinman@ashfordadvisors.net

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

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...

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Elista Cannon

Associate - North Carolina

980-391-6551

elista.cannon@ashfordadvisors.net

Elista L. Cannon, Agent of Ashford Mid South, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South, LLC are not...

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Emily P. McIntyre, MBA

Director of Business Development

(770) 390-2640

emilymcintyre@ashfordadvisors.net

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

emilypool@ashfordadvisors.net

Emily Pool works with the Atlanta Investment team.

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Eric Reuschling

Financial Representative - Atlanta, GA

912-420-4050

eric.reuschling@ashfordadvisors.net

Eric Reuschling is a native of Ashtabula, Ohio. Currently Eric and his wife, Heidi, live in Vidalia, GA. He graduated Summa Cum Laude from The Ohio State University in 2000 with a Bachelor of Science in Civil Engineering. Prior to...

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Faith Pugh

Financial Representative - Atlanta GA

828-450-1956

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...

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Farrah Abernathy

Client Relations Specialist | Engler Team - Atlanta, GA

404-348-0922

(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...

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Gavin Finnical

Financial Representative - Charlotte, NC

704-741-7927

gavin.finnical@ashfordadvisors.net

Gavin Finnical joined Ashford Advisors in October 2023, as a Financial Advisor in the Charlotte, North Carolina office, after a career with New York Life Insurance.  Gavin chose the field of financial services because he wanted to...

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George H. Moore, ChFC®, CLU®, RICP®

Managing Partner - Memphis, TN

(901) 692-5105

george.moore@ashfordadvisors.net

With more than 25 years of experience in the financial services industry, George Moore leads and oversees the business operations of the Ashford Advisors Memphis office.

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Graham Pollan

Financial Advisor - Memphis, TN

901-425-0804

(901) 692-5101

graham.pollan@ashfordadvisors.net

Graham Pollan is a native of Memphis, Tennessee. He attended school at the University of Memphisand graduated Magna Cum Laude with a degree in Marketing. Throughout his time at the University of Memphis, Graham received the...

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James (Jim) Black

Associate - Alpharetta, GA

404-738-9909

james.black@ashfordadvisors.net

James Black, 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 Commission as...

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Jeanielle Perez

Associate - South, Carolina

803-770-5077

jeanielle.perez@ashfordadvisors.net

Jeanielle Perez is an agent of Ashford Mid South, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South,...

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Jenny Hosch

Client Relations Manager | Engler Team - Atlanta, GA

(770) 390-2645

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...

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Jessica Callihan

Administrative Asst | Mkt. Coordinator

770-230-1966

jessica.callihan@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...

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Jessica Ramsey

Executive Assistant - Jackson, MS

601-956-6656

Jessica.ramsey@ashfordadvisors.net

Jessica Ramsey works in the Jackson Office as the Executive Assistant to Camille Snyder, Managing Partner. She is primarily responsible for administrative support, recruitment, servicing clients, and the agency’s day-to-day...
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Jessica Flowers

Managing Director

470-410-3531

jessica.flowers@ashfordadvisors.net

Jessica Flowers began her career in the financial industry more than 8 years ago. She believes that knowledge is the key to a successful financial future. Her goal is to assist families and business owners building their financial...
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John C. Wells, III

Financial Advisor - Atlanta, GA

(678) 281-9101

johnwells@ashfordadvisors.net

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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John M. Russell

Owner, Oxford Financial Group

(662) 832-3839

john_russell@glic.com

As owner of Oxford Financial Group, John offers a wealth of financial knowledge with over 19 years of experience. John started in the financial industry in 2004 as Adams, Billings, Russell, and Associates, then rebranded in 2016.John...

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John Henson

Financial Advisor - Jackson, MS

662-503-2418

johnhenson@ashfordadvisors.net

John Henson entered the financial services industry more than 30 years ago, and has devoted his career to assisting clients throughout Mississippi with investment planning and insurance protection. When John started his career, he was...

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John Mark Fisher

Financial Advisor - Memphis, TN

(901) 692-5577

john.mark.fisher@ashfordadvisors.net

John Mark Fisher has been in the financial services industry since June of 2002 and joined Chartwell Financial Group in March of 2012. Now more than ever, he has a passion to help his clients build their personal balance sheet the...

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Johnny Howard

Director of Operations

(770) 390-2624

johnnyhoward@ashfordadvisors.net

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

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Jonathan Dewitt

Registered Representative - Financial Advisor - Atlanta, GA

404-737-0099

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...

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Jon-Paul Roy

Financial Advisor - Atlanta, GA

(770) 390-2602

770-390-2610

jon.roy@ashfordadvisors.net

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

770-746-9778

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.

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Kayla Miller

Administrative Asst.

770-390-2622

770-714-3771

Keersten Davis

Investment Team, Atlanta Office

(678) 281-9124

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...

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Kelee Wylie

Office Manager, Atlanta Office

(678) 281-9108

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...

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Kelly Miller

Client Relations Manager - Blake Miller Team

470-660-4509

kelly.miller@ashfordadvisors.net

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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Kevin Gaines

Associate - Memphis, TN

901-857-7113

kevin.gaines@ashfordadvisors.net

Kevin Gaines is an agent of Ashford Mid South, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South,...

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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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Kristen Mantovani

Support Staff - Ketchie Team- Atlanta, GA

404-536-6023

kristen.mantovani@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...

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Kristen Holifield

Associate - Jackson, MS

662-229-8109

kristenholifield@ashfordadvisors.net

Kristen R. Holifield, Agent of Ashford Mississippi, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mississippi, LLC are not...
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Laurie Coleman

Administrative Assistant to John P. Henson, Jr.

(601) 421-5522

laurie.coleman@ashfordadvisors.net

Laurie Coleman has worked in the financial services industry for over six years. Since joining Ashford Advisors in 2021, Laurie has held the position of Administrative Assistant to John Henson CLU®, ChFC®, CASL®. The Henson...
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Lea Angel Woodham

Office Manager, Little Rock Office

(501) 687-2929

leaangel.woodham@ashfordadvisors.net

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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Lindsay Lowery

Client Relations Specialist

770-390-2653

770-390-2610

lindsay.lowery@ashfordadvisors.net

Lindsay Lowery joined the Ashford Advisors family in 2020 with the goal of helping advisors better serve their clients. She works with both Bryant Moore and Reagan Wolfe as a Client Relations Specialist. After studying management and...

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Lindsay Olson

Regional Recruiting Director

770-390-2606

770-390-2610

lindsay.olson@ashfordadvisors.net

After having worked with many Ashford Advisors, dressing them for success through her high-end apparel clothing business, “Leason and Company LLC”, Lindsay Olson gained an appreciation for the Ashford culture, thus leading...

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Lisa M. Arnold, MBA, ChFC®

Financial Advisor - Atlanta, GA

(770) 670-5508

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...

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Logan Smith, CPA

Financial Representative - North Carolina | South Carolina - Memphis Tennessee

803-630-3378

logan.smith@ashfordadvisors.net

Logan Smith joined Ashford Advisors in November 2023 in the Charlotte North Carolina office. Prior to joining Ashford, he worked as a corporate accountant in various industries, which included working as a financial controller of a...
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Luke Barker

Associate - Alpharetta, GA

770-329-7975

lukebarker@ashfordadvisors.net

Luke Barker, 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 Commission as...

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Lynn D. Burke

New Business Administrator

(770) 536-9764

lynnburke@ashfordadvisors.net

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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Madhu Nemani

Wealth Management Advisor, Alpharetta Office

770-407-7372

madhu.nemani@ashfordadvisors.net

Madhu Nemani strives for excellence in all spheres of life. With a rich mix of business and education experience, she aims to have a positive impact on all lives and make our planet a better place to live and thrive. At Ashford...

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Maggie Neth

Office Mgr. & Executive Asst. - Memphis, TN

(901) 584-0890

maggie.swain@ashfordadvisors.et

Ashford Mid South, LLC is an affiliate of Ashford Advisors, an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South, LLC are not affiliates or subsidiaries...

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Margaret Burdette

Client Relations Specialist to Andrew Matthieson

7062963092

margaret.burdette@ashfordadvisors.net

Margaret Burdette joined the Ashford Advisors team in March of 2021, after a 10-year career managing four cosmetology salons. Due to the 2020 Covid pandemic, Margaret quicky realized she needed to make a career change, and as fate...

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Mark O. Matia

Atlanta, GA

(770) 330-3306

markmatia@ashfordadvisors.net

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

mmeurer@ashfordadvisors.net

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

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Matt Hudnall, MBA, ChFC®, CPWA®

Hudnall Team

318-674-4490

318-674-4491

matt.hudnall@ashfordadvisors.net

Robert Matthew Hudnall Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 5898 Ridgewood Rd, Jackson, MS 39211 (601) 956-6656. Securities products and advisory services offered through Park...

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Matthew G. Lipscomb, CLU®, ChFC®

Senior Vice President - Atlanta, GA

(404) 991-5448

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...

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Michael J. Ghioto, CFP®, RICP®

Registered Principal and Financial Advisor

(404) 341-4401

mghioto@ashfordadvisors.net

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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Michael K. Williams

Financial Representative - Apharetta, GA

770-629-8285

michaelwilliams@ashfordadvisors.net

Michael Williams joined Ashford Advisors in 2023 because he was drawn to the firm’s team approach and overall philosophy. As a financial representative, he enjoys providing his clients tools and strategies to help them create a...
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Michael L. Skole

Associate - Alpharetta, GA

470-748-0643

michaelskole@ashfordadvisors.net

Michael L.Skole is an agent of Ashford Mid South, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South, LLC are not...
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Michelle Adcox

Marketing Coordinator - Ashford Global

601-808-5584

(770) 390-2610

michelle.r.adcox@ashfordadvisors.net

Michelle Adcox joined the Ashford Marketing team in 2021. In her role as the Marketing Coordinator, Michelle assists in developing a mix of marketing strategies and tactics that will promote the agency and its products and services to...

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Mike Peterson, MBA

Financial Representative - Asheville, NC

828-989-6332

michael.peterson@ashfordadvisors.net

In 2021 Mike Peterson joined Ashford Advisors as a Financial Representative in the North Carolina market, after leaving the corporate world to pursue his true purpose and passion, which is connecting with people and helping them...

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Mitchell King

Financial Advisor - Atlanta, GA

(770) 390-2607

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.

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Mollie Gladson

Communications Coordinator

770-692-1586

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...

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Nancy Du, MBA, RICP®, CFP®

Financial Advisor - Atlanta, GA

770-501-3886

nancydu@ashfordadvisors.net

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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Noah Domangue

Financial Representative - Hudnall Wealth

985-855-8688

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Noah McDonald

Client Relations Manager, Huntsville

256-521-7555

noah.mcdonald@ashfordadvisors.net

Noah McDonald serves as the Client Relations Manager for the Ashford Advisors Huntsville team. He is driven by a passion for making meaningful connections and a commitment to helping others thrive, both at Ashford Advisors and beyond...
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Norman L. Plotkin, JD, CLU®, ChFC®

Financial Advisor - Atlanta, GA

770-373-5690

770-390-2610

nplotkin@ashfordadvisors.net

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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Orlando McCall

Associate - Alpharetta, GA

404-388-8500

OrlandoMcCall@ashfordadvisors.net

Orlando Mccall 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...

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Palmer Curry

Financial Advisor - Atlanta, GA

(404) 383-6294

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...

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Patrick Whetstone

Associate - Alpharetta, GA

678-362-3446

patrickwhetstone@ashfordadvisors.net

Patrick Whetstone 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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Patty Barris

Ehlinger Team - Atlanta GA

678-920-1843

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...

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Paul Cheek

Director of Business Development - Memphis, TN

901-422-9217

paul.cheek@ashfordadvisor.net

Paul Cheek, Ashford Mid-South, LLC is an affiliate of Ashford Advisors, an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid-South, LLC are not...

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Peter Bourg

Financial Advisor - Atlanta, GA

404-948-5140

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.

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R. Bryant Moore, ChFC®, CLU®

Financial Advisor - Birmingham, AL

(205) 623-2111

bmoore@ashfordadvisors.net

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 GA

(770) 390-2672

jimmoore@ashfordadvisors.net

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

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Rashun D. Faust, MBA

Associate - Jackson, MS

754-260-0036

rashunfaust@ashfordadvisors.net

Rashun D. Faust is an agent of Ashford Mississippi, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mississippi, LLC are not...
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Reagan Wolfe

Financial Advisor - Atlanta, GA

(770) 390-2682

reaganwolfe@ashfordadvisors.net

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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Rick M. McAlister

Financial Representative - Jackson, MS

205-602-7916

rickmcalister@ashfordadvisors.net

Rick M. McAlister, Agent of Ashford Mississippi, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mississippi, LLC are not...

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Rishij Mewada

Associate - Atlanta, GA

978-201-3308

rishij.mewada@ashfordadvisors.net

Rishij Sanjay Mewanda, Agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities...

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Rita Resuggan

New Business Case Manager

770-390-2616

rita.resuggan@ashfordadvisors.net

In May of 2022, Rita Resuggan joined the Ashford, Memphis Tennessee team as Office Manager. After retiring from a rewarding career in education, Rita desired to help others and to learn more about the financial service industry. As a...

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Robert Sheats

Financial Representative - Atlanta, GA

678-662-0798

rsheats@ashfordadvisors.net

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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Ronald Laney

Associate - Jackson, MS

601-956-6656

601-956-3884

ronald.laney@ashfordadvisors.net

Ronald Laney is an agent of Ashford Mississippi, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mississippi, LLC...

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Sam Duffey, CLU®

Director of Brokerage Sales, Birmingham and Memphis Office

205-843-9434

samduffey@ashfordadvisors.net

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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Samuel (Sam) Thomas

Financial Representative - Memphis, TN

901-295-6696

samuel.thomas@ashfordadvisors.net

Sam Thomas, agent of Ashford Mid South, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South, LLC are not...

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Sara Dewitt

Financial Representative - Atlanta, GA

(404) 445-2263

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...

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Sean Sullivan

Associate - Alpharetta, GA

561-414-6441

seansullivan@ashfordadvisors.net

Sean Sullivan 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...

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Shane Stromei

Financial Advisor - Huntsville, AL

256-685-5999

shanestromei@ashfordadvisors.net

Registered Representative and Financial Advisor of PAS LLC. OSJ: 900 ASHWOOD PARKWAY, SUITE 400, ATLANTA GA, 30338, 770-390-2600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford...

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Shannon Hsu

Director of Brokerage Sales

912-978-3899

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.

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Stephen Horn

Financial Representative - Atlanta GA

678-293-7575

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...

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Tatiana Vargas

Associate - Jackson, MS

601-401-6208

tatiana.vargas@ashfordadvisors.net

Tanya Vargas, Agent of Ashford Mississippi, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mississippi, LLC are not...
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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...

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Thomas Yung

Financial Representative - Alpharetta GA

(678) 982-0297

thomas.yung@ashfordadvisors.net

Thomas Yung has always had a passion for helping others. Obtaining a degree in honors Finance with a minor in Psychology from Georgia State only furthered his desire to be there for others. Taking his knowledge of human relationships,...
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Thomas Matia JD

Financial Representative - Atlanta, GA

404-383-4658

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,...

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Thomas Lannan

Recruiter/Broker - Memphis, TN

901-441-9152

thomas.lannan@ashfordadvisors.net

Thomas Lannan joined Ashford Advisors in June 2022 as a recruiter/broker in the Memphis market, after a successful 40 years in the marketing and advertising industry.  Over the years, he and his advertising teams have received...

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Todd Ray

Financial Representative - Huntsville, AL

256-510-7546

ToddA.Ray@ashfordadvisors.net

Todd A.Ray, 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 Commission as a...

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Tom Purcell, CLU®, ChFC®

Chief Executive Officer (CEO)

(770) 390-2604

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.

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M. Travis Moore

Financial Advisor - Atlanta, GA

(770) 390-2628

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...

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Tresa Day

Agency Finance Director - Atlanta, GA

(770) 390-2627

tresaday@ashfordadvisors.net

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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Tyler Weyenberg CFP®

Financial Advisor - Alpharetta, GA

(770) 265-6669

(770)390-2610

tyler.weyenberg@ashfordadvisors.net

Tyler Weyenberg joined Ashford Advisors in 2020 after first-hand witnessing, for more than a decade, the impact having a financial advisor had on his parent’s financial success and his life as a client. As a Financial Advisor.....

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Warren Woodham

Financial Advisor - Little Rock, AR

(501) 687-2929

warren.woodham@ashfordadvisors.net

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

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Wendy Adams

Agency Administrator - Atlanta, GA

770-501-7699

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...

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Wesley Rice

Associate - Alpharetta, GA

678-672-7376

wesley.rice@ashfordadvisors.net

Wesley Rice 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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William Francis

Financial Advisor - Atlanta, GA

404-795-4159

william.francis@ashfordadvisors.net

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

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...

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Yvonne Miller, FLMI, ACS

New Business Case Manager

770-390-2605

yvonne.winston@ashfordadvisors.net

Yvonne Miller serves as the Director of Operations in the Memphis Office. Originally from Malaysia, Yvonne has called Memphis her home since 1987. She graduated from Memphis State University in 1990 with a Bachelor of Business...

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Zach Martin

Financial Advisor - Little Rock, AR

(501) 687-2929

zach.martin@ashfordadvisors.net

Zach’s strong desire to pass on important financial principles that enable people to have confidence regarding their finances and future, led him to a career with Ashford Advisors in 2016. As a Financial Advisor, Zach is a...

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