List of Members in - Financial – Investments

Andreas Wilder


Art Rosser


I am happy time doesn’t pressure me because I have so many interests. I love playing golf, I enjoy boxing and knitting too. I am an avid gardener and I know who my farmer is! I hope there is never a day I want to stop learning.

1 Endorsement Letter

Willing to Sub

Ben Clark


You may think your children/grandchildren are the best in the world, but you are wrong! Mine are. 5 grandsons and 2 granddaughters mothered by two beautiful daughters. Married over 40 years, retired Army. Enjoy helping others.

1 Endorsement Letter

Willing to Sub

Bill May


Brad Cohen


Bruce Goldstein


I am a loyal, talented and caring person who loves making a difference into the lives of people. I am open-minded, patient and supportive and view problems as opportunities waiting to be understood.

Willing to Sub

Chad Meisner


I work with busy, hard-working professionals like you who value sound financial planning. I help my clients manage multiple goals and handle complex financial situations and I can do the same for you.

Willing to Sub

Chris Perez


Debra Scott


Native Georgian, farmer’s daughter,and former paralegal who married Neal many years ago, lives in Buckhead with two dogs and cats and loves travel, reading, art, tennis,cooking sometimes, eating always and sharing wine with friends.

Willing to Sub

Donna McCauley


Willing to Sub

Eric Wilson


Erin Carper


Evan Carter


With degrees in both business and ministry, I try to be a blend of head & heart. As such, it is a pleasure helping people meet their financial goals, understand the process along the way and free them up to spend time doing what they love.

Willing to Sub

Garrett Hurst


Jane Nowak


Photographing nature, gardening, yoga and reading a good mystery book are how I like to spend my leisure time. Never bored and always looking for a new adventure, I love to travel.

1 Endorsement Letter

Willing to Sub

Jason Bates


I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today.

Willing to Sub

Jim Mothorpe


Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609 (919)831-2370

Jimmy Cushingham


I am passionate about helping people reach their goals. I believe with guidance my clients will not only reach their financial goals but personal goals. I work closely with my clients to create a personalized plan that their comfort level.

Willing to Sub

Joey Martin


Joey’s great love is his family. He is married with five children and one very handsome grandchild. His passion is educating hardworking Americans about the importance of personal financial management.

John Healy


Willing to Sub

J. Ralph Compton


Ralph is married to Julie since 1962. Currently living in Sandy
Springs, both Ralph and Julie like taking vacations to the Florida beaches, and the North Carolina mountains.

Ralph graduated from Georgia State University in 1972.

Willing to Sub

Katherine Schofield


Collegiate Cross Country runner. Raised in Lawrenceville, GA. Oldest of three girls. Sanibel Island, FL enthusiast (my office is beach themed).

Larry Lupas


I have been married to Liz since 1988 and we’ve lived with our son Mark and our daughter Laura in Cumming since 1998. I enjoy aviation, history, trivia and golf.

1 Endorsement Letter

Willing to Sub

Laura Dzwigalski


I help busy professionals design a long term investment strategy they can stick to so that they can enjoy the retirement of their dreams. My happy home is filled with joy by my husband Ryan and our dogs George and Casper.

Linda Kuryloski


Mark Magee


Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whe

Willing to Sub

Matthew Ellis


Financial Advisor with Edward Jones

Meredith Sims


Art, nature and travel are all things that never fail to inspire me. I love getting on a plane and heading somewhere. The personal connection with my clients and their dreams is what makes work fun.

Michael Rudio


Michelle Quay


Rhonda Jones


Originally from the Great Lakes State – Michigan, I love the water and outdoors. My husband and I have two sons, one in college the other in high school – 1 year to an empty nest!! We enjoy a great sporting event or family game night.

Willing to Sub

Richard Houghton


Willing to Sub

Russ Phillips


My mission is to enhance the economic well-being of my clients. I offer products and services from more than 100 separate providers. With these providers, I am dedicated to helping people from all walks of life have better tomorrows.

Willing to Sub

Scott Spivey


Tommy Thompson


2 Endorsement Letters

Willing to Sub