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Client Centered

Client Centered

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Meet the Team

Jeff Jones

Jeff Jones, CFP®

Managing Partner & Wealth Advisor

678-224-8480

678-224-8481

Jonathan  Owenby

Jonathan Owenby, CRPC®

Managing Partner & Wealth Advisor

678-224-8480

678-224-8481

Feleatha Hyde

Feleatha Hyde

Director of Client Relations

678-224-8487

678-224-8481

Lisa Disney

Lisa Disney

Senior Operations Manager

678-224-8485

678-224-8481

Tara Shannon

Tara Shannon, FPQP

Wealth Plan Services Coordinator

678-224-8486

678-224-8481

Melissa Kilzer

Melissa Kilzer

Client Services Specialist

678-224-8483

678-224-8481

Donald Jones

Donald Jones

Chief Operating Officer

(678) 224-8480

(678) 224-8481

Steven Bell

Steven Bell

Client Services Specialist

678-224-8480

678-224-8481