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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) 224-8482

(678) 224-8481

Jonathan Owenby

Jonathan Owenby, CRPC®

Managing Partner & Wealth Advisor

(678) 224-8484

(678) 224-8481

Feleatha Hyde

Feleatha Hyde

Director of Client Relations, LPL Registered Administrative Associate

(678) 224-8487

(678) 224-8481

Lisa Disney

Lisa Disney

Senior Operations Manager, LPL Registered Administrative Associate

(678) 224-8485

(678) 224-8481

Tara Shannon

Tara Shannon, FPQP

Director of Wealth Planning Services, IAR

(678) 224-8486

(678) 224-8481

Melissa Kilzer

Melissa Kilzer

Senior Client Services Specialist

(678) 224-8483

(678) 224-8481

Steven Bell

Steven Bell

Wealth Plan Services Coordinator

(678) 801-6560

(678) 224-8481

Traci Sabin

Traci Sabin

Senior Client Services Specialist

(678) 269-4955

(678) 224-8481

Emma Hearn

Emma Hearn

Client Services Specialist

(678) 359-3073

678-224-8481

Michelle Wilson

Michelle Wilson

Director of Marketing

(678) 284-2484

(678) 224-8481

Jackie Stephens

Jackie Stephens

Client Services Specialist

(678) 904-2386

(678) 224-8481

Tucker Davis

Tucker Davis

Client Services Specialist

(470) 327-1650

(678) 224-8481

Vee Holcomb

Vee Holcomb

Client Services Specialist, LPL Registered Administrative Associate

(678) 325-1431

(678) 224-8481

Donald Jones

Donald Jones

Chief Operating Officer

(678) 224-5337

(678) 224-8481