List of Members in - Financial – Investments

Andreas Wilder

I grew up in the financial planning industry working for my father (and now business partner) Pete. I married the literal girl next door Cailie and have two children. Join me at an ATL United Game or to try a new restaurant anytime!

1 Endorsement Letter

Art Rosser


Willing to Sub

Brad Cohen


Brian Quinn

Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA, SIPC,

Chad Meisner

I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant.

1 Endorsement Letter

Willing to Sub

Chris Gardner


1 Endorsement Letter

Daniel Clay


I have lived in the area for about 7 years now with my wife and 2 kids. Enjoy helping my clients achieve their long-term goals without fearing the market. Afterwards, I enjoy down time playing golf with my kids and friends.

Willing to Sub

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

Erik Thompson

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

Jacqueline McKinney

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

John McColl

My passion is teaching people how to save money. I am an Emory alum with experience in finance and accounting. I leverage my experiences to help people build their wealth.

Kevin Edwards

Serving people around the globe by helping them to attain their personal goals has been my life’s passion. I enjoy:
● Getting to know and helping folks from different cultures in our community.
● Hiking and college football.

Linda Kuryloski

1 Endorsement Letter

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.

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

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 adult sons. We enjoy a great sporting event or family game night.

1 Endorsement Letter

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

Tim Dougherty

I enjoy applying my 40 years financial planning and investment management across multiple career disciplines to help clients create and understand a customized financial plan, using fully transparent and cost effective individual stocks and

Tommy Thompson

3 Endorsement Letters

Willing to Sub

Zack Cockfield

Zack Cockfield is a Certified Financial Planner practitioner that started practicing in 1999. Zack runs a family office model (integrates financial planning with a CPA and attorneys) for $50/mo. We advise ppl going through big life changes.

Willing to Sub