Atlanta
Proudly Serving Atlanta
Atlanta
3535 Piedmont Rd NE
Building 14, 5th Floor
Atlanta, GA 30305


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Your Atlanta Team
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Al Meadows
MBA, CFP®
Senior Wealth Advisor
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Alexis Maafoh
CFP®, CDFA®
Wealth Advisor
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Alfredo Mesa
CFP®
Wealth Advisor
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Anna Katherine (AK) Davis
CFP®
Wealth Advisor
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Asher Hannah
JD
Wealth Advisor
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Ben Huston
MBA, CFP®
Managing Director, Mid-Atlantic
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Brendan Treanor
Associate, Business Development
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Cameron Starr
Wealth Advisor
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Colton Dixon
Client Service Associate
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Cynthia Nickelson
CFP®
Director, Client Experience & Client Service Manager (Gratus)
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Diane Yost
Client Relationship Specialist
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Dylan Greer
CFP®
Wealth Advisor
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Gabi Kong
Client Service Manager
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Gregory Fink
Senior Managing Director, National
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Hank McLarty
Founder & CEO (Gratus)
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Jackie Higgenbotham
Client Service Manager
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James Underwood
CFP®, CPA
Wealth Advisor
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Jason Hemsley
CFP®, M.TX
Wealth Advisor
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Jay Bowen
CFP®, ChSNC®
Wealth Advisor
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Jeffrey Cohen
CPA, PFS
Wealth Advisor
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Jennifer Jones
CPFA, CFP®, CDFA®
Wealth Advisor
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Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
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Joshua Swartz
CFP®
Wealth Advisor
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Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
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Kaylee Connelly
Associate, Business Development
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Kendall Campeau
Client Service Manager
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Landon Rogers
CFP®
Wealth Advisor
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Lauren Haisfield
Client Service Associate
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Lexie Elwell
Client Service Manager
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Logan Brooks
Client Service Associate
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Madison Rutherford
Client Service Associate
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Meghan Hogan
CFP®
Client Service Manager
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Melissa Keiss
Wealth Advisor
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Michelle Kruger
Ph.D., CFP®
Director, Financial Planning
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Naima Egal
Client Service Manager, CSM Team Lead
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Nicole Caron
CFP®, CDS®
Senior Financial Planner
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Scott Rutherford
CPA, CFP®
Wealth Advisor
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Scott Schaefer
CFP®
Associate Wealth Advisor
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Sean Quigley
MBA, CIMA®
Managing Director, Southeast
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Stephanie Jackson
CFP®
Associate Wealth Advisor
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Wade Buffington
CFP®
Wealth Advisor
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Chris Clark
Manager, Trading and Investment Operations (Gratus)
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Jay Sammons
CFA®
Director, Opportunistic Strategies
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Lawrence Lee
CFA®
Portfolio Manager
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Robert Bazan
Analyst, Portfolio
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Todd Jones
MBA, CAIA®
Chief Investment Officer (Gratus)
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Yoan Simbafo
Portfolio Administrator
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Zachary Lepore
Associate Wealth Advisor
Enjoy some of our latest resources
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February 12, 2025
How Could Tariff Policies Affect the Economy?
With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?
Watch the video -
February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article -
February 05, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast