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
Andre Rivers
Client Service Associate
Anna Katherine (AK) Davis
CFP®
Wealth Advisor
Asher Hannah
JD
Wealth Advisor
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
Kay Bardele
Client Experience Associate
Kaylee Connelly
Associate, Business Development
Kendall Otterlee
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
Robert Bazan
CIPM, CAIA®
Analyst, Portfolio
Todd Jones
MBA, CAIA®
Chief Investment Officer (Gratus)
Yali Qin
Portfolio Administrator
Zachary Lepore
Associate Wealth Advisor
Meghan Bynum
Client Service Manager
Enjoy some of our latest resources
July 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the articleJuly 08, 2025
Two-Minute Market Focus
Are international stocks performing better than U.S. stocks because of their fundamentals, or are other factors at play? In this episode, Focus Partners' Todd Jones explores this question, shares the latest update on market performance, and comments on the decline of the U.S. dollar.
Listen to the podcastJuly 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the video