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


Your Atlanta Team
Al Meadows
MBA, CFP®
Senior Wealth Advisor
Alexis Maafoh
CFP®, CDFA®
Wealth Advisor
Alfredo Mesa
CFP®
Wealth Advisor
Anna Katherine (AK) Davis
CFP®
Wealth Advisor
Asher Hannah
JD
Wealth Advisor
Ben Huston
MBA, CFP®
Managing Director, Mid-Atlantic
Brendan Treanor
Associate, Business Development
Cameron Starr
Wealth Advisor
Colton Dixon
Client Service Associate
Craig Hemenway
Strategy Advisor
Cynthia Nickelson
CFP®
Director, Client Experience & Client Service Manager
Diane Yost
Client Relationship Specialist
Dylan Greer
CFP®
Wealth Advisor
Gabi Kong
Client Service Manager
Gregory Fink
Senior Managing Director, National
Jackie Higgenbotham
Client Service Manager
James Underwood
CFP®, CPA
Wealth Advisor
Jason Hemsley
CFP®, M.TX
Wealth Advisor
Jay Bowen
CFP®, ChSNC®
Wealth Advisor
Jeffrey Cohen
CPA, PFS
Wealth Advisor
Jennifer Jones
CPFA, CFP®, CDFA®
Wealth Advisor
Josh Hunter
MBA, CPA, CFP®
Senior Wealth Advisor
Joshua Swartz
CFP®
Wealth Advisor
Kari Louchez
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
Kaylee Connelly
Associate, Business Development
Kendall Campeau
Client Service Manager
Landon Rogers
CFP®
Wealth Advisor
Lauren Haisfield
Client Service Associate
Lexie Elwell
Client Service Manager
Logan Brooks
Client Service Associate
Madison Rutherford
Client Service Associate
Meghan Hogan
CFP®
Client Service Manager
Melissa Keiss
Wealth Advisor
Michelle Kruger
Ph.D., CFP®
Director, Financial Planning
Naima Egal
Client Service Manager, CSM Team Lead
Nicole Caron
CFP®, CDS®
Senior Financial Planner
Scott Rutherford
CPA, CFP®
Wealth Advisor
Scott Schaefer
CFP®
Associate Wealth Advisor
Sean Quigley
MBA, CIMA®
Managing Director, Southeast
Stephanie Jackson
CFP®
Associate Wealth Advisor
Wade Buffington
CFP®
Wealth Advisor
Jay Sammons
CFA®
Director, Opportunistic Strategies
Lawrence Lee
CFA®
Portfolio Manager
Parker Lack
Client Service Associate
Todd Jones
MBA, CAIA®
Chief Investment Officer (Gratus)
Zachary Lepore
Associate Wealth Advisor
Kay Bardele
Client Experience Associate
Enjoy some of our latest resources
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the videoApril 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the articleApril 29, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
Listen to the podcast