200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Our Team

Partners

Mark Stevens
Partner

Kevin Garrett
Partner

We work hard to provide these key items to each of our clients and you can have them too:

  • Value in your life. We work hard to understand the most important things in your life. You will find this in every investment strategy or planning decision we deliver base on YOUR specific and unique needs.
  • Transparency in all financial matters. This is the key to successfully building trust and a successful relationship, and thus it is a priority in everything we will do for you.
  • Education and Understanding. You will learn from each interaction with us. It is our belief that understanding is a critical component for building great long-term relationships. This belief in the power of learning is why we are strong supporters of the Atlanta WealthCare Network.
  • Custom plans and strategies. There are no “one size fits all” investment approach to our strategies. That’s because we recognize everyone’s life and needs are uniquely their own. Your plan and investment strategy will take into account your personal dreams and fears and will reflect our recommendations just for you.
  • A team committed to do the job right and always in your best interest. You, with our assistance, will define YOUR goals. We will work with these goals in mind to keep you on the right track. We will also review and remind you of these goals and we will update them as necessary. Finally you can count on us to help you minimize unnecessary errors caused by emotions or lack of understanding that can undermine those goals.

 

Our Support Team

We couldn’t deliver on all of the above without our amazing support team. We invite you to learn more about each of them.

Karen Cooke
Operations Manager

Dayna Adams
Investment Admin. Asst

0002_0.jpg

Crystal Epstein
Trading Operations

Ron Wrenn
Chief Compliance Officer

Laura Stone
Receptionist

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
See more here.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved