Team
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.
Jerry previously worked as a Wealth Manager at UBS and an Investment Banker at ABN-AMRO Bank. He has a BA in International Relations & Economics from Kent State University and an MBA in Finance from Emory University.
Cory is a Certified Public Accountant (CPA) and has almost a decade of financial industry experience. He has a BS in Biology and an MBA in Finance from the University of Tennessee at Chattanooga.
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.
Jane brings almost a decade of financial planning experience to the firm. She is a CFP® professional. Often quoted in the media, Jane's insights have been shared on CNBC.com, money.com, nasdaq.com and Investopedia.com