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What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Management
Tax Planning
Business Ownership
Private Client Services
Insurance
Education Savings
Net Unrealized Appreciation (NUA)
Who We Are
Our Story
Our Process
Accolades
Community Support
Careers
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(k) Calculator
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Find an Advisor
View All Locations
Get Your Advisor Match
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Our Milton, GA Team
Wealth Advisors
G.C. Lewis
CFP®
Managing Partner, Senior Wealth Advisor
Matthew Gaude
Senior Wealth Advisor
Shawn McGuire
CFP®
Senior Wealth Advisor
Client Services
Melissa Mitchell
Sr. Relationship & Operations Manager
Virginia Martin
Client Experience Advocate
Operations
Jeremy Toothman
Director, Operations
Investments
Ryan Detrick
CMT®
Chief Market Strategist
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
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
VP, Retirement Plans - Investments
Tom Fridrich
JD, CLU, ChFC® CEPA
Director, Business Planning
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Coordinator, AST
Josh Ream
Sr. Specialist, Internal Insurance
Michael Gruidel
CFP®
Sr. Wealth Planner
