Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Atlanta

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Andrew Medders, CFP®

Sr. Wealth Advisor, Sr. Director

Brian Sullivan

Brian Sullivan, CFP®, MBA, EA

Sr. Wealth Advisor, Sr. Director

Cathy Miller

Cathy Miller, MBA, CFP®, CDFA®, CRPS®

Sr. Wealth Advisor, Sr. Director

Christopher Blackmon

Christopher Blackmon

Managing Director

Adis Mehic, CFP®

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alan Thomson

Alan Thomson, CFP®

Sr. Wealth Advisor

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Harrison Fant

Harrison Fant, CFP®, AIF®

Sr. Wealth Advisor

Janis Biggers

Wealth Advisor

John Evans

John Evans, CFP®

Sr. Wealth Advisor

John Howard

Sr. Wealth Advisor

Kyle Nadler

Sr. Wealth Advisor

Lisa Pastushok

Wealth Advisor

Mariana Battista, CFP®

Wealth Advisor

Melanie Fitzgerald, CFP®

Wealth Advisor

N Campbell

Nicholas Campbell, CFP®, CPA/PFS, M.Tx.

Wealth Advisor

Nickie Maia

Nickie Maia, CFP®, AIF®

Wealth Advisor

Noah Reichert, MSFP, CFP®, AIF®

Wealth Advisor

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

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