Cathy C. Miller began her career in financial planning in 1987, and co-founded Atlanta Financial Associates in 1992, a successful RIA which merged with Mercer Advisors in 2020. She specializes in working with individuals facing complex transitions, such as high-net-worth individuals transitioning into retirement, business owners planning their exit, or individuals facing divorce or the death of a spouse.

Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life.

Cathy has recently been featured on the 2021 Forbes list of America’s Top Women Wealth Advisors,* and is a multi-year recipient of the Women’s Choice Award® for Financial Advisors** (2014-2021), a distinction given to a select number of advisors in Georgia and across the nation. She has often been featured in the Wall Street Journal for receiving the Five Star Professional Wealth Manager*** award (2012-2021). She has been sought after for her experience and knowledge by various media outlets and has been quoted in publications including the Atlanta Business Chronicle, Atlanta Journal Constitution, The Wall Street Journal and FP Magazine. She has earned her CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Plans SpecialistSM (CRPS®) designation, and Certified Divorce Financial Analyst (CDFA®) designation.

Cathy has a special passion for developing leadership opportunities for young women. In support of that, she is currently the Treasurer and serves on the Board and Executive Committee of Girl Scouts of Greater Atlanta, and is an enthusiastic participant in Girl Scouts’ Camp CEO, which partners C-suite women as mentors with high school girls.

Cathy graduated magna cum laude and Phi Beta Kappa from The College of William & Mary. She then attended the University of North Carolina at Chapel Hill, where she earned a Master of Business Administration (MBA) while graduating second in her class.

Chris joined Mercer Advisors in 2020. Prior to joining Mercer Advisors, Chris worked as an audit manager for PricewaterhouseCoopers and as a partner at Atlanta Financial Associates.

Chris graduated from the University of Alabama with a Master’s of Accountancy degree. He is a licensed Certified Public Accountant in the state of Georgia and a CERTIFIED FINANCIAL PLANNER™ professional and received the Five Star Professional Wealth Manager award in 2020*.

Chris enjoys helping his clients achieve their financial goals through a collaborative process. Chris’s background allows him to help clients identify tax mitigation strategies within their financial plans.

Andrew began his wealth management career in 2006 after five years of serving in the United States Navy leading a submarine warfare and search and rescue team. Andrew spent the first 11 years of his career with Fidelity Investment. Just prior to joining Mercer Advisors, Andrew spent four years at Kays Financial Advisory Corporation, where, as a Principal and Senior Financial Advisor, he prepared comprehensive financial plans and developed customized investment portfolios for his clients. Andrew graduated from Liberty University with a Bachelor’s of Science in Business Administration and a concentration in financial planning and he is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Andrew and his wife Erika spend much of their time outdoors hiking and camping with their three children and are active members at the Square Church in Smyrna.

Brian began his investment advisory career in 1993. Prior to joining Mercer Advisors, he gained diverse experience addressing the needs of high-net-worth individuals, charitable organizations, and corporations as an investment advisor at Bank of America Merrill Lynch and more recently at a small boutique advisory firm. Brian’s areas of expertise include retirement planning, asset allocation, and tax advantaged investments. He received his undergraduate degree in Government from Hamilton College and his MBA from Kennesaw State University. Brian also holds the FINRA Series 65 license and is an IRS Enrolled Agent.

Sarah enjoys helping her clients discover the why of their wealth. Born and raised in Atlanta, GA, she earned her degree from the University of Georgia in business economics. She began her career in wealth management in Dallas, TX before moving home to join Resource Planning Group, later acquired by Mercer Advisors. Sarah is passionate about working with young professionals and families who are trying to navigate a multitude of pivotal financial decisions at the busiest time of their lives. She finds satisfaction bringing all the pieces of a financial puzzle together to create a plan that reflects the uniqueness of each person. Sarah is the NexGen Director for the Financial Planning Association of GA and an active member in her church. She is an avid puzzler, enjoys audiobooks and traveling with her husband, Chris.

For the past 25 years, Alan has provided wealth management services to a diverse group of clients. From retirees to mid-career professionals to young families at the start of their financial lifecycles, he meets clients where they are and provides the type of coaching and guidance that they need. He is grateful to serve a wonderful group of clients who find value in thoughtful, strategic, financial counsel. Through the years, he has been honored to have served individuals who are exceptionally good at what they do, from business executives, surgeons and management consultants to diligent lifetime savers. Alan graduated from Davidson College in 1997 with a bachelor’s degree in psychology and a lifelong love of learning, pick-up basketball and his wife, Dayna – not in that order. Dayna and Alan reside in Johns Creek with their three children and three dogs.

John has been helping affluent families grow, protect, and pass on their wealth for more than 40 years. He began his career as an auditor for Arthur Andersen & Company. After becoming a CPA, he attended Emory University School of Law, graduating in 1980. He then founded and subsequently sold a CPA firm to establish Resource Planning Group, one of the first fee-only® financial planning practices in Georgia. That firm was acquired by Mercer on December 1, 2022. John is the proud father of seven awesome children, including a disabled son, Jack. He obtained his ChSNC® designation in 2016 and is passionate about assisting special needs families improve the quality of their life financially. In his spare time, John is an avid fly fisher.

Rick helps his clients build confidence, security, and the independence they seek regarding their finances. He works collaboratively with clients and their advisor teams helping them build and protect their wealth, reduce taxes, and take care of the people and organizations they cherish most.

Rick began his career in tax with Arthur Andersen. Rick is a CPA, CERTIFIED FINANCIAL PLANNER™ professional, and Accredited Investment Fiduciary (AIF®). After becoming a financial advisor in 1990, he founded Cornerstone Financial in 1999, then merged with Atlanta Financial in 2012. Atlanta Financial joined Mercer Advisors at the end of 2020.

Rick graduated from Furman, is married and has two daughters with his wife. Rick enjoys spending time with friends and family, exercise, traveling, and playing golf.

Harrison joined Mercer Advisors via the Atlanta Financial Associates acquisition in 2020, having worked with AFA for over six years. He specializes in financial planning, investment management, and tax and estate strategies for high-net-worth clients. He’s also passionate about mentoring younger associates in the Mercer Advisors team. Harrison graduated from the University of Georgia Terry College of Business in 2013 with a BBA in finance (Go Dawgs!). He’s a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary® designee. Harrison lives in Roswell with his wife and two daughters. Harrison says he and his wife get along 364 days of the year, with the exception being the annually contentious Georgia-Auburn game.

Brad began his financial services career in 2009, after spending nearly three years working in public accounting. Prior to joining Mercer Advisors, Brad worked for Kays Financial Advisory Corporation (acquired by Mercer Advisors), Fidelity Investments and AYCO, a Goldman Sachs Company. Brad provides financial and investment advice and comprehensive financial planning (i.e. investment planning, retirement planning, risk management, tax planning, cash flow planning and management, and estate planning). Brad earned a Bachelor of Science Degree in Accounting from Western Kentucky University. Brad is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. Outside of work, Brad enjoys watching sports, playing golf and spending quality time with his wife and two sons.

Alan began his wealth management career in 1996, serving as Principal and Senior Advisor at Kays Financial Advisory Corporation before joining Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER™ professional and has worked with numerous individuals and families across financial domains, including insurance planning, college funding, retirement planning, investment planning, tax planning, and estate planning. Alan earned a Doctor of Business Administration in Finance from the University of Florida, a Master of Business Administration in Finance from Kennesaw State University, and a Bachelor of Mechanical Engineering Technology from Southern Polytechnic State University. He is a part-time Lecturer of Finance at the University of Florida in their Wealth Management program. Alan has taught in other CFP® Board Registered financial planning programs over the past decade.