Charlotte, NC
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...
Alison Ponder
Client Relations Specialist to R. Bryant Moore and Reagan Wolfe
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...
Amanda Cloud
Associate - Huntsville, AL
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
Ariana Veal
New Business Case Manager
Austin Ehlinger
Financial Advisor - Atlanta, GA
Blake Miller
Financial Advisor - Atlanta, GA
Blake Miller strives for excellence in everything he does.
Brandon Fisher
Associate - Lexington, KY (Jackson, MS Office)
Brett Godwin
Associate - Atlanta, GA
Briston Reese
Financial Representative - Chattanooga, TN
Briston Reese 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 Commission...
R. Bryant Moore, ChFC®, CLU®
Financial Advisor - Birmingham, AL
F Bryant Moore brings over 20 years of experience providing comprehensive financial planning to medical and dental professionals, executives, and entrepreneurs. Recognized for his ability to simplify complex financial concepts, Bryant...
Cameron Jones
Financial Representative - Huntsville, AL
Cameron Jones, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors, Inc. is not an affiliate or subsidiary of Guardian. Ashford Advisors, Inc. is not registered in any...
Camille Snyder
Managing Partner - Jackson, MS
Camille Snyder was born and raised in Jackson, Mississippi. She attended Washington & Lee University in Virginia where she graduated magna cum laude with a Bachelor in Business Administration and Commerce. While at WLU, she was a...
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...
Charles “Mac” Jordan, CLU®, ChFC®, CAP®
Financial Advisor, Vidalia GA
Charles “Mac” Jordan began his career in the financial services industry in 1988. After 17 successful years in the industry, Mac joined Ashford Advisors in 2004.
Cheryl Allen
Director of Brokerage - Jackson, MS
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.
Chip Busbey, CLU®
Financial Advisor - Atlanta, GA
Having been around the financial services industry his entire life, Chip Busbey knew he wanted to impact the lives of people by providing comprehensive estate, retirement, and investment planning for his clients. His father, Howard C....
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...
Danni Barker
Agency Control Officer, Jackson and Memphis Offices
Serving as the Agency Control Officer (ACO) for the Jackson and Memphis Offices, Danni Auge joined the Ashford Compliance Team in January of 2018. She supervises the daily activity of the firms and their representatives. She enjoys...
David B. Allen, CLU®, ChFC®
Advanced Sales Director
David Allen has been in the financial services industry since 1971. A General Agent of Guardian, David holds the professional designations of Certified Life Underwriter (CLU)® and Chartered Financial Consultant (ChFC).® He...
David Earhart
Financial Advisor - Memphis, TN
David Earhart's passion in the financial world is to provide the best information available so his clients can make informed and knowledgeable decisions based on their wants and desires. David grew up in middle Tennessee on a family...
Nhut "David" Pham
Associate - Atlanta, GA
Delinda Armant
Insurance Brokerage Specialist
Derrick Freeman
Investment Specialist - Jackson, MS
Donnie Simoneaux
Associate - Ruston, LA (Jackson, MS-Office)
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.
Eric Reuschling
Financial Representative - Atlanta, GA
Eric Quezada
Associate - Memphis, TN
Faith Ruchti
Executive Assistant
George H. Moore, ChFC®, CLU®, RICP®
Managing Partner - Memphis, TN
With more than 25 years of experience in the financial services industry, George Moore leads and oversees the business operations of the Ashford Advisors Memphis office.
Graham Pollan
Financial Advisor - Memphis, TN
(901) 692-5101
Jake Salkin
Financial Representative - Atlanta, GA
Jake P. Salkin, 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 Commission...
Jenny Hosch
Client Relations Manager | Engler Team - Atlanta, GA
Jeremy Hall
Financial Representative
Jeremy Hall, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors, Inc. is not an affiliate or subsidiary of Guardian. Ashford Advisors, Inc. is not registered in any...
Jessica Callihan
Administrative Asst | Mkt. Coordinator
Jessica Callihan joined Ashford Advisors in October 2023 as an Administrative Assistant and Marketing Coordinator, providing administrative support while also contributing to the firm’s marketing team. Prior to joining Ashford, Jessica...
Joanne Anderson
Client Relations Specialist - Ehlinger Team
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...
John Sweeton
Financial Professional - Chattanooga, TN
John Sweeton, 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 Commission as a...
John M. Russell
Owner, Oxford Financial Group
As owner of Oxford Financial Group, John offers a wealth of financial knowledge with over 19 years of experience. John started in the financial industry in 2004 as Adams, Billings, Russell, and Associates, then rebranded in 2016.John...
John Henson
Financial Advisor - Jackson, MS
John Henson entered the financial services industry more than 30 years ago, and has devoted his career to assisting clients throughout Mississippi with investment planning and insurance protection. When John started his career, he was...
John Mark Fisher
Financial Advisor - Memphis, TN
John Mark Fisher has been in the financial services industry since June of 2002 and joined Chartwell Financial Group in March of 2012. Now more than ever, he has a passion to help his clients build their personal balance sheet the...
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...
Joseph (Joey) Sanfilippo
Associate - Dunluth, GA (Atlanta, GA office)
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...
Kevin Dingle
Registered Representative - Charlotte NC/Memphis, TN
Kimberly Douglas
Financial Representative - Memphis, TN
Kimberly L. Douglas, Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Mid South LLC is not an affiliate or subsidiary of Guardian.
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...
Laurie Coleman
Administrative Assistant to John P. Henson, Jr.
Lea Angel Woodham
Office Manager, Little Rock Office
Lesly Gregory
Operations and Marketing Manager - Engler Team
Lindsay Lowery
Client Relations Specialist
770-390-2610
Lindsay Lowery joined the Ashford Advisors family in 2020 with the goal of helping advisors better serve their clients. She works with both Bryant Moore and Reagan Wolfe as a Client Relations Specialist. After studying management and...
Luke Barker, CFSLA
Financial Representative - Alpharetta, GA
Lynn D. Burke
New Business Administrator
Madhu Nemani, RICP®
Wealth Management Advisor, Alpharetta Office
Maggie Neth
Office Mgr. & Executive Asst. - Memphis, TN
Ashford Mid South, LLC is an affiliate of Ashford Advisors, an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid South, LLC are not affiliates or subsidiaries...
Margaret Burdette
Client Relations Specialist to Andrew Matthieson
Margaret Burdette joined the Ashford Advisors team in March of 2021, after a 10-year career managing four cosmetology salons. Due to the 2020 Covid pandemic, Margaret quicky realized she needed to make a career change, and as fate...
Mark O. Matia
Atlanta, GA
Mark Matia knows first-hand the impact that a severe disability can have on a career.
Mary Armstrong
Associate - Alpharetta, GA
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.
Matt Hudnall, MBA, ChFC®, CPWA®
Financial Advisor - Hudnall Wealth
Matt Hudnall has been providing financial services to his clients since 2012. He, along with his brother, Chris Hudnall, joined Ashford Advisors in 2021 opening offices in both Shreveport and Dallas. Matt is an experienced advisor...
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....
Michelle Adcox
Marketing Coordinator - Ashford Global
(770) 390-2610
Michelle Adcox is the Marketing Coordinator at Ashford, where she collaborates with the leadership team to develop strategies that support the firm's marketing objectives. Her role involves supporting financial representatives,...
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...
Paul Cheek
Managing Director - Memphis, TN
Paul Cheek, Ashford Mid-South, LLC is an affiliate of Ashford Advisors, an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mid-South, LLC are not...
Peter Bourg
Financial Advisor - Atlanta, GA
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
Rita Resuggan
New Business Case Manager
In May of 2022, Rita Resuggan joined the Ashford, Memphis Tennessee team as Office Manager. After retiring from a rewarding career in education, Rita desired to help others and to learn more about the financial service industry. As a...
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...
Robert Crisler
Financial Representative - Jackson, MS
Robert E. Hicks, CLTC®
Financial Advisor
Ryan Frame
Managing Associate | Registered Representative- Chattanooga, TN
Ryan Frame joined Ashford in July 2024, to head up Ashford’s new Chattanooga, TN location. In his role at Ashford, Ryan guides his clients through the process of helping them feel confident in all aspects of their financial lives,...
Ryder Winsett
Administrative Assistant - 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 Investment...
Sam Duffey, CLU®
Director of Brokerage Sales, Birmingham and Memphis Office
Sam Duffey is passionate about serving others and laser-focused on helping financial professionals and insurance agents deliver complete planning strategies. Industry professionals have a lot to consider especially as they navigate the...
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...
Sarah Cohen
Associate - Alpharetta, GA
Shane Stromei
Associate Principal Owner - Financial Advisor - Huntsville, AL
Registered Representative and Financial Advisor of PAS LLC. OSJ: 900 ASHWOOD PARKWAY, SUITE 400, ATLANTA GA, 30338, 770-390-2600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford...
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.
Stephen Shaw
Wealth Management Advisor - Huntsville, AL
Thomas Yung
Managing Associate - Financial Representative - Alpharetta, GA
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,...
Thomas Lannan
Recruiting Director - Memphis, TN
Thomas Lannan joined Ashford Advisors in June 2022 as a recruiter/broker in the Memphis market, after a successful 40 years in the marketing and advertising industry. Over the years, he and his advertising teams have received...
Tiffany McCallen
Marketing Coordinator - Ashford Global
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...
Tyler Weyenberg CFP®
Financial Advisor - Alpharetta, GA
(770) 390-2610
Tyler Weyenberg joined Ashford Advisors in 2020 after first-hand witnessing, for more than a decade, the impact having a financial advisor had on his parent’s financial success and his life as a client. As a Financial Advisor.....
Tyler Graham
Financial Representative - Jackson, MS
Tyler Graham, Agent of Ashford Mississippi, LLC, an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Agency of America® (Guardian), New York, NY. Ashford Advisors and Ashford Mississippi, LLC are not affiliates or...
Warren Woodham
Financial Advisor - Little Rock, AR
Warren grew up on his family’s rice and soybean farm in Jonesboro, Arkansas. He graduated from Arkansas University where he studied finance and economics. Joining Chartwell in 1998, he and his family relocated to Little Rock to...
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
Yvonne Winston
New Business Case Manager
Yvonne Miller serves as the Director of Operations in the Memphis Office. Originally from Malaysia, Yvonne has called Memphis her home since 1987. She graduated from Memphis State University in 1990 with a Bachelor of Business...
Zach Martin
Financial Advisor - Little Rock, AR
Zach’s strong desire to pass on important financial principles that enable people to have confidence regarding their finances and future, led him to a career with Ashford Advisors in 2016. As a Financial Advisor, Zach is a...