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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Erica Lloyd

Erica Lloyd

Client Service Coordinator

Helen Shingler

Helen Shingler

Sr. Manager, Client Service

Asheville, Atlanta, Blairsville, Macon

Ivan Lopez Colon

Ivan Lopez Colon

Client Service Specialist

Jacklyn Lopez

Senior Client Service Specialist

Jefferson Bell, FPQP®

Client Service Specialist

Jill Varnum

Client Service Specialist

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples, Tampa, Sarasota

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Melissa Vance

Sr. Client Service Specialist

Minh Tu Vo

Client Service Specialist

Morgan Barnwell

Client Service Specialist

Nathan Touchberry

Client Service Specialist

Rebecca Upton

Sr. Client Service Specialist

Sana Alsalman

Client Service Specialist

Tamieka Bonner

Sr. Client Service Specialist

Yasmin McLocklin

Yasmin McLocklin

Client Service Specialist

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

Ifia Stainrod

Sr. Retirement Plan Specialist

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