Our Atlanta, GA Team

Wealth Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Sam Wilkerson

MSFS, CFP®, CDFA®
Partner, Wealth Advisor

Eric Michalski

CFP®
Partner, Wealth Advisor

Scott Toms

CIMA®
Partner, Wealth Advisor

Bonnie Bailey

CFP®, CEPA
Wealth Advisor

Cameron Zabko

CFP®
Wealth Advisor

Brian Staples

MSFS, CFP®
Wealth Advisor

Harris Callaway

Associate Wealth Advisor

Client Services

Patti Sheffield

Director of First Impressions

Tracy Parker

Director of First Impressions

Operations

Dan Streetman

CFP®
Director of Operations

Sherin Storm Whitfield

Director of Finance, Registered Representative

Andrew Straton

Client Service Associate

Allison Keller

Client Service Associate

Vanessa Peffer

Client Service Associate

Deb Walker

Client Service Associate

Cara Zucker

Marketing Specialist

Jordan Eggleston

Client Service Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

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

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions