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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Craig Hemenway
Strategy Advisor
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Cynthia Nickelson
CFP®
Director, Client Experience & Client Service Manager
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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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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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Jay Sammons
CFA®
Director, Opportunistic Strategies
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Lawrence Lee
CFA®
Portfolio Manager
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Parker Lack
Client Service Associate
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Todd Jones
MBA, CAIA®
Chief Investment Officer (Gratus)
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Zachary Lepore
Associate Wealth Advisor
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Kay Bardele
Client Experience Associate
Enjoy some of our latest resources
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May 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 -
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 video -
April 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 article