OUR REPRESENTATIVES
Our team includes over 75 talented professionals throughout Alabama, Arkansas, Georgia, Louisiana, Mississippi, North Carolina, South Carolina and Tennessee, each contributing knowledge in specific areas of finance. We go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs.
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- Aaron Edwards
- Abbigale Macho
- Adam Bass
- Adrian Chavez
- Albert McGee
- Alison Ponder
- Amy Lea
- Andrew Matthieson, WMCP®
- Arianny Pujols
- Austin Ehlinger
- Blake Miller
- Brian Flanagan
- Bryan Pike
- Cameron Jones
- Camille Snyder
- Carla Garikes
- Carla Armstrong
- Charles “Mac” Jordan, CLU®, ChFC®, CAP®
- Cheryl Allen
- Chip Busbey, CLU®
- Chris Hudnall
- Christina DiFonzo
- Christopher Johnson, MBA
- Cody J. Becker
- Colleen Pollick
- Daniel A. Taylor, CLU®, ChFC®, CFP®
- Daniel Mahlke
- Danni Barker
- David B. Allen, CLU®, ChFC®
- David Earhart
- Delinda Armant
- Derrick Freeman
- Earl T. Young Jr.
- Edward Inman, ChFC®, CFP®
- Elie E. Engler, ChFC, CFP, RICP
- Elista Cannon
- Emily P. McIntyre, MBA
- Emily Pool
- Eric Reuschling
- Faith Pugh
- Farrah Abernathy
- Gavin Finnical
- George H. Moore, ChFC®, CLU®, RICP®
- Graham Pollan
- James (Jim) Black
- Jeanielle Perez
- Jenny Hosch
- Jessica Callihan
- Jessica Ramsey
- Jessica Flowers
- John C. Wells, III
- John M. Russell
- John Henson
- John Mark Fisher
- Johnny Howard
- Jonathan Dewitt
- Jon-Paul Roy
- Josh Ketchie, CFP®, CPA*, ChFC®
- Kayla Miller
- Keersten Davis
- Kelee Wylie
- Kelly Miller
- Kevin Gaines
- Kimberly Smith
- Kristen Mantovani
- Kristen Holifield
- Laurie Coleman
- Lea Angel Woodham
- Lindsay Lowery
- Lindsay Olson
- Lisa M. Arnold, MBA, ChFC®
- Logan Smith, CPA
- Luke Barker
- Lynn D. Burke
- Madhu Nemani
- Maggie Neth
- Margaret Burdette
- Mark O. Matia
- Matthew W. Meurer
- Matt Hudnall, MBA, ChFC®, CPWA®
- Matthew G. Lipscomb, CLU®, ChFC®
- Michael J. Ghioto, CFP®, RICP®
- Michael K. Williams
- Michael L. Skole
- Michelle Adcox
- Mike Peterson, MBA
- Mitchell King
- Mollie Gladson
- Nancy Du, MBA, RICP®, CFP®
- Noah Domangue
- Noah McDonald
- Norman L. Plotkin, JD, CLU®, ChFC®
- Orlando McCall
- Palmer Curry
- Patrick Whetstone
- Patty Barris
- Paul Cheek
- Peter Bourg
- R. Bryant Moore, ChFC®, CLU®
- R. Jim Moore
- Rashun D. Faust, MBA
- Reagan H. Wolfe, ChFC®, CLU®, CExP™
- Rick M. McAlister
- Rishij Mewada
- Rita Resuggan
- Robert Sheats
- Sam Duffey, CLU®
- Samuel (Sam) Thomas
- Sara Dewitt
- Savannah Dennis
- Sean Sullivan
- Shane Stromei
- Shannon Hsu
- Sherry Thompson
- Stephen Horn
- Tatiana Vargas
- Tegan Ketchie
- Thomas Yung
- Thomas Matia JD
- Thomas Lannan
- Todd Ray
- Tom Purcell, CLU®, ChFC®
- M. Travis Moore
- Tresa Day
- Tyler Weyenberg CFP®
- Wade Vawter
- Warren Woodham
- Wendy Adams
- Wesley Rice
- William Francis
- Xiomara Salgado
- Yvonne Miller, FLMI, ACS
- Zach Martin
Representatives
Andrew Matthieson, WMCP®
Vice President, Financial Advisor - Atlanta, GA
Edward Inman, ChFC®, CFP®
Investment Specialist, Financial Advisor and Training - Atlanta, GA
Matthew G. Lipscomb, CLU®, ChFC®
Senior Vice President - Atlanta, GA
Michael J. Ghioto, CFP®, RICP®
Registered Principal and Financial Advisor
Reagan H. Wolfe, ChFC®, CLU®, CExP™
Financial Advisor - Atlanta, GA