Atlanta, GA - Main Office
Abbigale Macho
Director of Onboarding
Abbigale Webb is the Client Relations and Talent Acquisition liaison for Ashford Advisors’ Atlanta office. She works with recruits as one of the first points of contact and supports them as they go through the selection and...
Austin Ehlinger
Financial Advisor - Atlanta, GA
Blake Miller
Financial Advisor - Atlanta, GA
Blake Miller strives for excellence in everything he does.
Carla Armstrong
New Business Administrator
Carla Armstrong joined Ashford Advisors in 2011, after working in the mortgage banking industry for over twenty-five years. She serves as a New Business Administrator for the agency, helping associates process new business and...
Chip Busbey, CLU®
Financial Advisor - Atlanta, GA
Christopher Johnson, MBA
Financial Advisor - Atlanta, GA
Christopher Johnson joined Ashford Advisors in September of 2018. As a client of the firm, he witnessed firsthand the intentional process and the impact it had on his family’s financial life; Christopher knew he wanted to be able...
Cici (Xiaozhou) He, MBA
Client Relations Manager - Nancy Du Team
Colleen Pollick
Investment Team - Atlanta, GA
Colleen Pollick joined Ashford Advisors in May 2022 as the Client Operations Associate for Investment Specialist, Ed Inman, and the Investment Team. After graduating from John Tyler College Magna Cum Laude, Colleen spent several...
Delinda Armant
Insurance Brokerage Specialist
W. Edward Inman, Jr., ChFC®, CFP®, RICP®
Investment Specialist, Financial Advisor and Training - Atlanta, GA
Edward Inman first experienced Ashford Advisors as a client in 2007. It was during this transformative experience that he decided to pursue a career with Ashford. In 2009, he joined the firm so he could share his story and offer people...
Elie E. Engler, ChFC®, CFP®, RICP®
Vice President - Financial Advisor
Elie Engler is passionate about making people’s lives better. Whether educating his clients in their financial lives, mentoring new associates, or serving the Jewish community in Atlanta, he strives to have a positive and lasting...
Emily P. McIntyre, MBA
Director of Business Development
Emily McIntyre serves as the Marketing Manager at Ashford Advisors, a position she has held since 2008.
Emily Pool
Director of Client Relations - Ghioto Team
Emily Pool works with the Atlanta Investment team.
Jenny Hosch
Client Relations Manager | Engler Team - Atlanta, GA
John C. Wells, III
Financial Advisor - Atlanta, GA
For John Wells, his work is personal. He and his family understand the importance of having proper planning measures in place. In 2014 he lost his little sister Kristen to cancer; however, she was well taken care of up to the day of...
Johnny Howard
Director of Operations
Johnny Howard serves as the Director of Operations at Ashford Advisors.
Jonathan Dewitt
Registered Representative - Financial Advisor - Atlanta, GA
Jonathan Dewitt is an agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange...
Jon-Paul Roy
Financial Advisor - Atlanta, GA
770-390-2610
In the rapidly changing world of financial services, Jon helps clients GROW, PROTECT, and COORDINATE their business and family finances. Joining Ashford Advisors in July 2019, Jon leverages decades of management consulting...
Josh Ketchie, CFP®, CPA*, ChFC®
Financial Advisor - Atlanta, GA
Josh Ketchie serves as a financial professional for successful families and business owners. He seeks to help his clients both today and in the future, building lasting relationships built on trust and mutual respect.
Kathryn Green
Financial Representative - North Atlanta
Keersten Davis
Investment Team, Atlanta Office
Keersten Davis joined the Atlanta Investment Team in April of 2018. She supports the firm’s Investment business and manages client operations for Investment Specialist, Ed Inman. Born in Chicago, Illinois, Keersten has called...
Kelee Wylie
Office Manager, Atlanta Office
Kelee Wylie is the Office Manager in Atlanta. She serves as a New Business Administrator for the agency, as well as directs the day-to-day operations and activities of Ashford. Kelee joined Ashford Advisors in 1996. Kelee lives in...
Kimberly Smith
Support Staff - Ketchie Team, Atlanta, GA
Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered...
Kimberly Kalchgruber
Client Operations Associate
Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment...
Lisa M. Arnold, MBA, ChFC®, CFP®
Financial Advisor - Atlanta, GA
Lisa specializes in helping families and business owners think differently about money and finance. She believes that comprehensive planning is about more than just math and numbers. It is her conviction that understanding and...
Lynn D. Burke
New Business Administrator
Mark O. Matia
Atlanta, GA
Mark Matia knows first-hand the impact that a severe disability can have on a career.
Matthew W. Meurer
Agency Control Officer
Matt Meurer joined Ashford Advisors in 2002, and his role within the organization has grown to Director of Finance.
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
With more than 15 years at Ashford Advisors, Michael Ghioto is a professional CERTIFIED FINANCIAL PLANNER™ focused on his client’s wealth accumulation, investment strategies, and retirement income planning....
Nancy Du, MBA, RICP®, CFP®
Financial Advisor - Atlanta, GA
Born and raised in Tianjin, China, Nancy started her career in finance with Bank of China international business in 1992. In 2003, she moved to Atlanta, GA, where she pursued her MBA in Finance from the Terry Business School at the...
Norman L. Plotkin, JD, CLU®, ChFC®
Financial Advisor - Atlanta, GA
770-390-2610
Palmer Curry, WMCP®
Financial Advisor - Atlanta, GA
After beginning his professional career in Sales and being recognized as a top 10 producer in his region, Palmer knew he wanted a change. He knew he wanted to help others reach their financial goals by giving them the knowledge and...
Peter Bourg
Financial Advisor - Atlanta, GA
Peter Bourg brings a sense of quiet confidence and enthusiasm to everything he does. He entered the financial services industry because it allowed him to do two of the things he enjoys most: helping people and studying finance.
R. Jim Moore
Director of Brokerage Sales - Atlanta GA
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA
Robert Sheats
Financial Representative - Atlanta, GA
Robert Sheats, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not an affiliate or subsidiary of Guardian. Ashford Advisors is not registered in any state...
Sara Dewitt
Financial Representative - Atlanta, GA
Sara Dewitt joined Ashford Advisors this year, after spending the last few years as a client. When the COVID pandemic and global economic disaster hit, Sara and her husband, Jonathan, felt more prepared and confident in her...
Shannon Hsu
Director of Brokerage Sales
Shannon serves as the Director of Brokerage Sales for Ashford Advisors in Georgia and South Carolina, a position she has held since 2004.
Tegan Ketchie
Support Staff - Ketchie Team, Atlanta, GA
In November 2019, Tegan was introduced to Ashford Advisors by her husband, Josh, who is a Financial Advisor with Ashford. Drawn to supporting a great cause, she serves on the Ketchie Team as the Client Relations Manager. Tegan takes...
Thomas Matia JD
Financial Representative - Atlanta, GA
Thomas Matia became a Financial Representative for Ashford Advisors in 2011. He is a native of Atlanta and still calls Atlanta home with his wife, Malissa and his daughter, Scarlett. Thomas attended college at Georgia State University,...
Tom Purcell, CLU®, ChFC®
Chief Executive Officer (CEO)
Tom Purcell serves as the Chief Executive Officer of Ashford Advisors. When he joined the firm in 1991 as a manager, he had a passion for helping others succeed.
M. Travis Moore
Financial Advisor - Atlanta, GA
Travis Moore entered the financial services career in 2008 with a desire to impact the lives of his clients. He decided to follow in the footsteps of his father, who has more than 50 years of experience in the industry and...
Wendy Adams
Agency Administrator - Atlanta, GA
Wendy joined Ashford Advisors, formerly Murdock Taylor, in the mid 1990s. Taking time to raise her two children, she rejoined Ashford in 2016. Wendy assists multiple advisors in the Atlanta office with the processing of client...
William Francis, CFSLA
Financial Advisor - Atlanta, GA