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

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

Danny Nungesser

My wife Amy and I have 2 beautiful daughters and live in Coweta County. I enjoy golf and helping the local community through our Fraternal Benefits.

Willing to Sub

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

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

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.

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.

Michelle Quay

Nakia Sanford

I am a “citified country girl”, born and raised here in Atlanta. After 4years as a Kansas Jayhawk, and 14 years as a professional athlete, there was still no place like home.
One word to describe my business philosophy-TEAM WORK

Willing to Sub

Raymond Payne


As managing partner, I work alongside Cerner’s team members and subject matter experts to deliver customized solutions to our clients by listening to them and getting a clear understanding of what is important to them.

Rhonda Jones

Originally from the Great Lakes State – Michigan, I love the water and outdoors. My husband and I have two sons, both in college. We enjoy a great sporting event or family game night.

Willing to Sub

Richard Houghton

Willing to Sub

Richard Perano

Rich Perano has over 34 years of experience managing investment portfolios for an accomplished clientele of high net worth individuals, corporate executives, entrepreneurs, doctors, lawyers and actors in the motion pictures industry.

Robert Jackson

I’ve lived in Lawrenceville since 1983. I am married to Nancy and between the two of us we have 5 children and 5 beautiful grandchildren.
Been an independent Financial Advisor for over 25 years.

2 Endorsement Letters

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 Jones

Married for 33 years with two daughters (31 & 24) and a 3 year old granddaughter who is the apple of my eye. I like to golf, shoot, cycle and play guitar. Board member with a non-profit called Mentoring With A Purpose. Liberty lover.

Willing to Sub

Tommy Thompson

2 Endorsement Letters

Willing to Sub

Tom Polk