Broker Check

Marietta Office

Schedule Appointment

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Marietta Office

3855 Shallowford Road

Suite 125

Marietta, GA 30062

Phone: (678) 224-8487

Fax: 678-224-8481

Mon-Thu: 9:00 AM - 5:00 PM

Fri: 9:00 AM - 4:00 PM

Marietta Team

Donald Jones

Donald Jones

Chief Operating Officer

(678) 224-5337

(678) 224-8481

Emma Hearn

Emma Hearn

Client Services Specialist

(678) 359-3073

678-224-8481

Jeff Jones

Jeff Jones, CFP®

Managing Partner & Wealth Advisor

(678) 224-8482

(678) 224-8481

Melissa Kilzer

Melissa Kilzer

Senior Client Services Specialist

(678) 224-8483

(678) 224-8481

Michelle Wilson

Michelle Wilson

Director of Marketing

(678) 284-2484

(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

Tucker Davis

Tucker Davis

Client Services Specialist

(470) 327-1650

(678) 224-8481