Atlanta - Center Drive
Proudly Serving Atlanta
Atlanta - Center Drive
1370 Center Drive
Suite 202
Atlanta, GA 30338
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Your Atlanta Team
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Jeffrey Cohen
CPA, PFS
Wealth Advisor
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James Underwood
CFP®, CPA
Wealth Advisor
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Alfredo Mesa
CFP®
Wealth Advisor
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Alexis Maafoh
CFP®, CDFA®
Wealth Advisor
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Dylan Greer
CFP®
Wealth Advisor
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Scott Schaefer
CFP®
Associate Wealth Advisor
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Stephanie Jackson
CFP®
Associate Wealth Advisor
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Melissa Keiss
Wealth Advisor
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Zachary Lepore
Associate Wealth Advisor
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Diane Yost
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Focus Partners Wealth client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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January 06, 2025
The Top Investing Questions for 2025
How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.
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December 09, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.
Read the article -
December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
Read the article