533 Johnson Ferry Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
Partner and Wealth Advisor
Louis has over a decade of financial industry experience and was previously a successful touring golf professional. He holds the AIF® designation and has a business degree from the University of Georgia.
Rob has over 20 years of experience and previously worked at Merrill Lynch and SunTrust. He is a CERTIFIED FINANCIAL PLANNER™ professional, has a BS in Finance from the University of Alabama and a MBA in Econ from Georgia State U...
George, a Dave Ramsey-endorsed SmartVestor Pro™, has expertise in the corporate retirement plan and private client space. He studied business at the University of Georgia and holds the Chartered Retirement Plan Specialist designation.
Managing Partner and Wealth Advisor
Jerry is a funding member and Managing Partner of Southbridge Advisors. His dedication, coupled with his advisory and relevant work experience serves as a strong foundation for successful relationships.
Todd has over a decade of financial services experience and has worked in many roles within the industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a degree in Finance from the University of Georgia.