Our Atlanta, GA Team

Wealth Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Eric Michalski

CFP®
Partner, Wealth Advisor

Scott Toms

CIMA®
Managing Partner, Wealth Advisor

Brian Staples

MSFS, CFP®
Wealth Advisor

Jeremy Day

Wealth Advisor

Shane Heizer

Wealth Advisor

Harris Callaway

CFP®
Wealth Advisor

Client Services

Patti Sheffield

Director of First Impressions

Tracy Parker

Director of First Impressions

DesiRee Carter

Director of First Impressions

Operations

Vanessa Peffer

Operations Support Manager

Jordan Eggleston

Senior Operations Support Specialist

Shanta Bangs

Client Services Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Mike Valenti

CPA, CFP®
Vice President, Tax & Financial Planning

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Director, Wealth Planning

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner