OUR ASSOCIATES
Our team includes over 75 talented professionals throughout Alabama, Arkansas, Georgia, Louisiana, Mississippi, North Carolina, South Carolina and Tennessee, each contributing knowledge in specific areas of finance. We go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.
Search by Name
- Abbigale Macho
- Andrew Matthieson
- Austin Ehlinger
- Blake Miller
- Brenda B. Myers
- Britton Adams, ChFC®, CExPTM
- Camille Snyder
- Carla Garikes
- Carla Armstrong
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Cheryl Allen
- Chip Busbey, CLU®
- Chris Hudnall
- Christopher Johnson, MBA
- Colleen Pollick
- Daijza Miller
- Daniel A. Taylor, CLU®, ChFC®, CFP®
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- Derrick Freeman
- Edward Inman, ChFC®, CFP®
- Elie E. Engler, ChFC, CFP, RICP
- Emily P. McIntyre, MBA
- Emily Pool
- Eric Reuschling
- Farrah Abernathy
- George H. Moore, ChFC®, CLU®, RICP®
- Graham Pollan
- Harrison Coburn
- Hunt Coleman, MBA
- Ivan Henriquez
- Jenny Hosch
- Joe Kennedy, ChFC®
- John C. Wells, III
- John M. Russell
- John Henson
- John Mark Fisher
- Johnny Howard
- Jonathan Dewitt
- Jon-Paul Roy
- Josh Ketchie, CFP®, CPA*, ChFC®
- Josh Murphey
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kristen Mantovani
- Laurie Coleman
- Lea Angel Woodham
- Lesli Bryan
- Lindsay Lowery
- Lindsay Olson
- Lisa M. Arnold, MBA, ChFC®
- Lynn D. Burke
- Madhu Nemani
- Margaret Burdette
- Mark O. Matia
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Matthew G. Lipscomb, CLU®, ChFC®
- Michael J. Ghioto, CFP®, RICP®
- Michelle Adcox
- Mike Peterson, MBA
- Mitchell King
- Nancy Du, MBA, RICP®, CFP®
- Norman L. Plotkin, JD, CLU®, ChFC®, CLTC
- Palmer Curry
- Patty Barris
- Peter Bourg
- R. Bryant Moore, ChFC®, CLU®
- R. Jim Moore
- Reagan H. Wolfe, ChFC®, CLU®, CExPTM
- Renee Adkins
- Rita Resuggan
- Ronald Laney
- Sam Duffey, CLU®
- Sara Dewitt
- Savannah Rankin
- Shannon Hsu
- Shelby Green
- Skylar Green
- Stephen Horn
- Tegan Ketchie
- Thomas Yung
- Thomas Matia
- Thomas Lannan
- Tim Bell
- Todd Turner
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Tyler Weyenberg
- Warren Woodham
- Wendy Adams
- Wesley Rice
- William Francis
- Xiomara Salgado
- Yvonne Miller, FLMI, ACS
- Zach Martin
Representatives

Andrew Matthieson
Vice President, Financial Advisor

Edward Inman, ChFC®, CFP®
Financial Advisor and Investment Specialist

Madhu Nemani
Wealth Management Advisor, Alpharetta Office


Matthew G. Lipscomb, CLU®, ChFC®
Senior Vice President, Atlanta Office

Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
