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)
Yali Qin
Portfolio Administrator
Zachary Lepore
Associate Wealth Advisor
Kay Bardele
Client Experience Associate
Enjoy some of our latest resources
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the articleMay 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcastMay 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article