Atlanta Office

Meet Our Team

Alice Mello

Alice Mello

Client Services Coordinator

Chad Durden, CPA

Chad Durden, CPA

Financial Advisor

Cynthia Williams

Cynthia Williams

Office Administrator

Kelly Hale

Kelly Hale

Senior Client Services Coordinator

Kim Kelly

Kim Kelly

Senior Client Services Coordinator

Kirk Licata, CFP®

Kirk Licata, CFP®

Financial Advisor

Michael Lipsey, CFP®

Michael Lipsey, CFP®

Financial Advisor

Nate  Wilinski, CFP®

Nate Wilinski, CFP®

Financial Advisor

Quinton Fisher

Quinton Fisher

Owner/CEO Financial Advisor

Samantha Pickering, CFP®

Samantha Pickering, CFP®

Director of Operations

Samuel  Wishneff, CFP®

Samuel Wishneff, CFP®

Financial Advisor

Sara Brandon

Sara Brandon

Executive Assistant

Sara  McIntosh, CFP®

Sara McIntosh, CFP®

Financial Advisor

Wesley D. Bigler

Wesley D. Bigler

Chairman Emeritus