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
- Beth Elliott
- Blake Miller
- Britton Adams, ChFC®, CExPTM
- Bryan W. Crute, CPA
- Camille Snyder
- Carla Garikes
- Carla Armstrong
- Carly Good
- Chad Armstrong
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Cheryl Allen
- Chip Busbey, CLU®
- Chris Hudnall
- Christopher Johnson, MBA
- Cody Hughes
- 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®
- Emily P. McIntyre, MBA
- Emily Pool
- Eric Reuschling
- Farrah Abernathy
- George Rozina
- George H. Moore, ChFC®, CLU®, RICP®
- Graham Pollan
- Harrison Coburn
- Jace Lacoste
- Jamie James
- Jasmine Robinson
- Jason Huggins, CLF®
- Jenny Hosch
- Joe Kennedy, ChFC®
- John C. Wells, III
- John M. Russell
- John Henson
- John Mark Fisher
- Johnny Howard
- Jon-Paul Roy
- Josh Ketchie, CFP®, CPA*, ChFC®
- Josh Murphey
- Judith Olsen
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kristen Mantovani
- Laurie Coleman
- Lea Angel Woodham
- Levi Evans
- Lindsay Lowery
- Lisa M. Arnold, MBA, ChFC®
- Lynn D. Burke
- Madhu Nemani
- Mark O. Matia
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Matthew G. Lipscomb, CLU®, ChFC®
- Michael Ghioto, CFP®, RICP®
- Michelle Adcox
- Mike Peterson, MBA
- Mitchell King
- Nancy Du, MBA, RICP®
- Norman L. Plotkin, JD, CLU®, ChFC®, CLTC
- Palmer Curry
- Patty Barris
- Penney Swanson
- Peter Bourg
- R. Bryant Moore, ChFC®, CLU®
- R. Jim Moore
- Reagan H. Wolfe, ChFC®, CLU®, CExPTM
- Rita Resuggan
- Sam Duffey, CLU®
- Sara Dewitt
- Savannah Rankin
- Shannon Hsu
- Shelby Green
- Stephen Horn
- Tegan Ketchie
- Thomas Yung
- Thomas Matia
- Tia Dees
- Tim Bell
- Todd Turner
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Tyler Weyenberg
- Warren Woodham
- Wendy Adams
- William Francis
- Xiomara Salgado
- Yvonne Miller, FLMI, ACS
- Zach Martin
Representatives

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

Elie E. Engler, ChFC®, CFP®
Financial Advisor, Atlanta Office

Madhu Nemani
Wealth Management Advisor, Alpharetta Office

