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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Partners

Aaron Edwards

Aaron Edwards

Financial Representative - Atlanta, GA

770-390-2600

Alison Ponder

Alison Ponder

Client Relations Specialist to R. Bryant Moore and Reagan Wolfe

770-390-2609

Amy Lea

Amy Lea

Associate - Atlanta, GA

404-948-3569

Cheryl Allen

Cheryl Allen

Director of Brokerage Sales - Jackson, MS

(601) 956-6656

Danni Barker

Danni Barker

Agency Control Officer, Jackson and Memphis Offices

770-390-2620

Edward Inman

Edward Inman, ChFC®, CFP®

Investment Specialist, Financial Advisor and Training - Atlanta, GA

(770) 390-2639

Emily Pool

Emily Pool

Director of Client Relations - Ghioto Team

(912) 617-9036

Faith Pugh

Faith Pugh

Financial Representative - Atlanta GA

828-450-1956

Farrah Abernathy

Farrah Abernathy

Client Relations Specialist | Engler Team - Atlanta, GA

404-348-0922

(770) 390-2610

Gavin Finnical

Gavin Finnical

Financial Representative - Charlotte, NC

704-741-7927

Graham Pollan

Graham Pollan

Financial Advisor - Memphis, TN

901-425-0804

(901) 692-5101

Jenny  Hosch

Jenny Hosch

Client Relations Manager | Engler Team - Atlanta, GA

(770) 390-2645

Jonathan Dewitt

Jonathan Dewitt

Registered Representative - Financial Advisor - Atlanta, GA

404-737-0099

Jon-Paul Roy

Jon-Paul Roy

Financial Advisor - Atlanta, GA

(770) 390-2602

770-390-2610

Kayla Miller

Kayla Miller

Administrative Asst.

770-390-2622

770-714-3771

Kelly Miller

Kelly Miller

Client Relations Manager - Blake Miller Team

470-660-4509

Kimberly Smith

Support Staff - Ketchie Team, Atlanta, GA

Laurie Coleman

Laurie Coleman

Administrative Assistant to John P. Henson, Jr.

(601) 421-5522

Lindsay Lowery

Lindsay Lowery

Client Relations Specialist

770-390-2653

770-390-2610

Lindsay Olson

Lindsay Olson

Regional Recruiting Director

770-390-2606

770-390-2610

Logan Smith, CPA

Logan Smith, CPA

Financial Representative - North Carolina | South Carolina - Memphis Tennessee

803-630-3378

Madhu Nemani

Madhu Nemani

Wealth Management Advisor, Alpharetta Office

770-407-7372

Maggie Neth

Maggie Neth

Office Mgr. & Executive Asst. - Memphis, TN

(901) 584-0890

Margaret Burdette

Margaret Burdette

Client Relations Specialist to Andrew Matthieson

7062963092

Michelle Adcox

Michelle Adcox

Marketing Coordinator - Ashford Global

601-808-5584

(770) 390-2610

Noah Domangue

Noah Domangue

Financial Representative - Hudnall Wealth

985-855-8688

Paul Cheek

Paul Cheek

Director of Business Development - Memphis, TN

901-422-9217

R. Jim Moore

R. Jim Moore

Director of Brokerage Sales - Atlanta GA

(770) 390-2672

Robert Sheats

Financial Representative - Atlanta, GA

678-662-0798

Sam Duffey

Sam Duffey, CLU®

Director of Brokerage Sales, Birmingham and Memphis Office

205-843-9434

Sara Dewitt

Sara Dewitt

Financial Representative - Atlanta, GA

(404) 445-2263

Tegan Ketchie

Tegan Ketchie

Support Staff - Ketchie Team, Atlanta, GA

Thomas Yung

Thomas Yung

Financial Representative - Alpharetta GA

(678) 982-0297

Todd Ray

Todd Ray

Financial Representative - Huntsville, AL

256-510-7546

Tresa Day

Tresa Day

Agency Finance Director - Atlanta, GA

(770) 390-2627

Tyler  Weyenberg

Tyler Weyenberg CFP®

Financial Advisor - Alpharetta, GA

(770) 265-6669

(770)390-2610

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.