STRATEGIC ALLIANCE PARTNER
PROUD SUPPORTERS OF EO ATLANTA AND ENTREPRENUERS EVERYWHERE
Strategies for Entrepreneurs
Whatever vision you have for your business and financial future, it takes the right strategy to make it happen. Over the course of many years helping business owners address their financial concerns, we’ve learned first-hand what works and what doesn’t work. We offer a process that provides the framework to uncover opportunities, maximize results and put you on a solid path to achieving all that is important to you.
Strategies for Your Future
We offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Alison Ponder
Senior Client Relations Manager to R. Bryant Moore and Reagan Wolfe
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...
Amanda Cloud
Financial Representative - Huntsville, AL
Amanda.Cloud@ashfordadvisors.net
Amanda Cloud, 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 Commission...
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
andrewmatthieson@ashfordadvisors.net
Ariana Veal
New Business Case Manager
ariana.veal@ashfordadvisors.net
Brandon Fisher
Associate - Lexington, KY (Jackson, MS Office)
brandon.fisher@ashfordadvisors.net
Brett Godwin
Financial Advisor - Atlanta, GA
brett.godwin@ashfordadvisors.net
Brett Godwin 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 Commission as...
Briston Reese
Financial Representative - Chattanooga, TN
briston.reese@ashfordadvisors.net
Briston Reese 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 Commission...
Bryant Moore, CLU®, ChFC®, RICP®
Financial Advisor - Birmingham, AL
F Bryant Moore brings over 20 years of experience providing comprehensive financial planning to medical and dental professionals, executives, and entrepreneurs. Recognized for his ability to simplify complex financial concepts, Bryant...
Cameron Jones
Financial Representative - Huntsville, AL
cameronjones@ashfordadvisors.net
Cameron Jones, 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 in any...
Camille Snyder
Managing Partner - Jackson, MS
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...
Chad Callihan
Cyber Security Support Specialist
chad.callihan@ashfordadvisors.net
Charles “Mac” Jordan, CLU®, ChFC®, CAP®
Financial Advisor, Vidalia GA
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.
Cheryl Allen
Director of Brokerage - Jackson, MS
cherylallen@ashfordadvisors.net
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.
Christopher Cook
Registered Representative - Memphis, TN
christopher.cook@ashfordadvisors.net
Christopher Cook, 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 affiliates or...
Danni Barker
Agency Control Officer, Jackson and Memphis Offices
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...
David B. Allen, CLU®, ChFC®
Advanced Sales Director
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...
David Earhart
Financial Advisor - Memphis, TN
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...
Nhut "David" Pham
Associate - Atlanta, GA
David.Pham@ashfordadvisors.net
Derrick Freeman
Investment Specialist - Jackson, MS
derrickfreeman@ashfordadvisors.net
Emily Mang
Client Operations Associate - Ed Inman Team
emily.mang@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 Investment...
Eric Reuschling
Financial Representative - Atlanta, GA
eric.reuschling@ashfordadvisors.net
Eric Quezada
Financial Representative - Memphis, TN
eric.quezada@ashfordadvisors.net
Eric J. Quezada 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...
Faith Ruchti
Executive Assistant
faith.ruchti@ashfordadvisors.net
Ashford Mississippi, 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 Mississippi, LLC are not affiliates or subsidiaries...
George H. Moore, ChFC®, CLU®, RICP®
Managing Partner - Memphis, TN
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.
Gracie Guest
Executive Assistant - David Allen - Jackson, MS
gracie.guest@ashfordadvisors.net
6
Graham Pollan ChFC®
Financial Advisor - Memphis, TN
graham.pollan@ashfordadvisors.net
Harrison Louden, MBA
Financial Representative - Gulf Coast (AL, MS, FL)
251-313-6966 (voice only)
Harrison.Louden@ashfordadvisors.net
James Harrison Louden, MBA, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Mississippi LLC is not an affiliate or subsidiary of Guardian.
Jake Salkin
Financial Representative - Atlanta, GA
Jake.salkin@ashfordadvisors.net
Jake P. Salkin, 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 Commission...
Janon Busby
Associate - Memphis, TN
janon.busby@ashfordadvisors.net
Jeremy Hall
Financial Representative
jeremy.hall@ashfordadvisors.net
Jeremy Hall, 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 in any...
Jessica Callihan
Administrative Asst | Mkt. Coordinator
jessica.callihan@ashfordadvisors.net
Jessica Callihan joined Ashford Advisors in October 2023 as an Administrative Assistant and Marketing Coordinator, providing administrative support while also contributing to the firm’s marketing team. Prior to joining Ashford, Jessica...
Joanne Anderson
Client Relations Specialist - Ehlinger Team
joanne.anderson@ashfordadvisors.net
John Sweeton
Financial Professional - Chattanooga, TN
JOHN.SWEETON@ashfordadvisors.net
John Sweeton, 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...
John M. Russell
Owner, Oxford Financial Group
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...
John Henson
Financial Advisor - Jackson, MS
johnhenson@ashfordadvisors.net
John Mark Fisher
Financial Advisor - Memphis, TN
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...
Joseph (Joey) Sanfilippo
Associate - Dunluth, GA (Atlanta, GA office)
Joseph.Sanfilippo@ashfordadvisors.net
Joseph "Joey" Sanfilippo 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...
Kim Morris
Client Operations Associate - Engler Team
kim.morris@ashfordadvisors.net
Kimberly Morris joined Ashford Advisors in March 2026 as a Client Operations Associate, where she supports the day-to-day operations of the Engler team. In her role, Kimberly manages the team’s CRM system, oversees underwriting...
Kimberly Douglas
Financial Representative - Memphis, TN
kimberly.douglas@ashfordadvisors.net
Kimberly L. Douglas, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Mid South LLC is not an affiliate or subsidiary of Guardian.
Kimberly Kalchgruber
Client Operations Associate
kimberly.x.gonzalez@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 Investment...
Laney Hedgeman
Associate - Alpharetta, GA
LANEY.HEDGEMAN@ashfordadvisors.net
Laurie Coleman
Administrative Assistant to John P. Henson, Jr.
laurie.coleman@ashfordadvisors.net
Lea Angel Woodham
Office Manager, Little Rock Office
leaangel.woodham@ashfordadvisors.net
Lesly Gregory
Operations and Marketing Manager - PFG
lesly.gregory@ashfordadvisors.net
Lesly Gregory joined the Elie Engler Team of Ashford Advisors as an Operations and Marketing Manager, bringing with her more than two decades of experience in marketing communications and content development. With a passion for helping...
Luke Barker, CFSLA
Financial Representative - Alpharetta, GA
lukebarker@ashfordadvisors.net
Madhu Nemani, RICP®
Wealth Management Advisor, Alpharetta Office
madhu.nemani@ashfordadvisors.net
Maggie Neth
Office Mgr. & Executive Asst. - Memphis, TN
maggie.swaim@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...
Margaret Burdette
Client Relations Specialist to Andrew Matthieson
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...
Matt Hudnall, MBA, ChFC®, CPWA®
Financial Advisor - Hudnall Wealth
Matt Hudnall has been providing financial services to his clients since 2012. He, along with his brother, Chris Hudnall, joined Ashford Advisors in 2021 opening offices in both Shreveport and Dallas. Matt is an experienced advisor...
Michelle Adcox
Marketing Coordinator - Ashford Global
michelle.r.adcox@ashfordadvisors.net
Michelle Adcox is the Marketing Coordinator at Ashford, where she collaborates with the leadership team to develop strategies that support the firm's marketing objectives. Her role involves supporting financial representatives,...
Morgan Kunath, MBA
Client Relations Manager - Hudnall Team
morgan.kunath@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 Investment...
Rachel Erickson
Client Relations Manager
rachel.erickson@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 Investment...
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA
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...
Rita Resuggan
New Business Case Manager
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...
Robert Crisler
Financial Representative - Jackson, MS
robert.crisler@ashfordadvisors.net
Robert E. Hicks, CLTC®
Financial Advisor
robert.hicks@ashfordadvisors.net
Ryan Frame
Managing Associate | Registered Representative- Chattanooga, TN
Ryan Frame joined Ashford in July 2024, to head up Ashford’s new Chattanooga, TN location. In his role at Ashford, Ryan guides his clients through the process of helping them feel confident in all aspects of their financial lives,...
Ryan O'Leary
Associate - Chattanooga, TN
ryan.oleary@ashfordadvisors.net
Sam Duffey, CLU®
Director of Brokerage Sales, Birmingham and Memphis Office
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...
Sarah Cohen
Financial Representative - Alpharetta, GA
Sarah.Cohen@ashfordadvisors.net
Sarah Lucisano Cohen, 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...
Shane Stromei
Associate Principal Owner - Financial Advisor - Huntsville, AL
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...
Thomas Yung
Managing Associate - Financial Representative - Alpharetta, GA
thomas.yung@ashfordadvisors.net
Tiffany McCallen
Marketing Coordinator - Ashford Global
tiffany.mccallen@ashfordadvisors.net
Trinity Tobin
Client Relations Manager - Blake Miller Team
trinity.tobin@ashfordadvisors.net
Blake Miller 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...
Tyler Weyenberg CFP®
Financial Advisor - Alpharetta, GA
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.....
Tyler Graham
Financial Representative - Jackson, MS
TylerGraham@ashfordadvisors.net
Tyler Graham, 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 affiliates or...
Warren Woodham
Financial Advisor - Little Rock, AR
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...
William Brown
Client Relations - Atlanta, GA
will@physicianfinancialgroup.com
Yvonne Winston
New Business Case Manager
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...
Zach Martin
Financial Advisor - Little Rock, AR
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...