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.

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


Brandon Courson

I am a volunteer football coach at South Paulding. I enjoy spending time outdoors and spending time with my wife and son,

2 Endorsement Letters

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

Charlie Minotto

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

Dennis McLynn


Dwain Phelps

Faith, family, and friends. IT’S ALL ABOUT FAMILY! Everything I do in life is for my wife Tanya, my son Jalen, and my two daughter’s Victoria and Maia. I enjoy having fun with my friends. Fitness and golf are my two favorite hobbies.

Erin Carper

1 Endorsement Letter

Garrett Hurst

I help my clients put a plan in place to be able to enjoy life today while also planning for their future goals. This includes everything from basic budgeting to complex investment management.

1 Endorsement Letter

Graham Bailey

Hamilton Brandenburg

Jacquelyn Csonka

I have a passion for helping people achieve financial independence. I am one of the few native “Atlantans”. I love the great outdoors, food, traveling, my family, my friends, and my two four-legged children.

Willing to Sub

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

Jay Griffin

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

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

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.

Mitch Boehm

I am married to a wonderful women – Elisa. We live in Woodstock and are recent empty nesters. We are very proud of our three children who are on their own journeys to personal and professional success. I enjoy playing golf and tennis.

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

Nashica McRath

Willing to Sub

Ralph Taylor, II

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.

Willing to Sub

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 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.

3 Endorsement Letters

Willing to Sub

Tommy Thompson

3 Endorsement Letters

Willing to Sub

Valerie Williams

With over 18 years in the securities industry, my strength is in absorbing and understanding complex regulations and their ramifications. I also enjoy gardening and games that harness my creativity.

Willing to Sub

Virgil Dortch III