Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Atlanta

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Christopher Blackmon

Christopher Blackmon

Managing Partner

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Andrew Medders, CFP®

Partner

Cathy Miller

Cathy Miller, MBA, CFP®, CDFA® practitioner, CRPS®

Partner

Harrison Fant, CFP®, AIF®

Principal

Sarah Cannon

Sarah Cannon, CFP®

Principal

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Wealth Advisor

Brian Sullivan

Brian Sullivan, CFP®, MBA, EA

Sr. Wealth Advisor

G. Kyle Nadler, CFA®, CFP®, CTFA®

Sr. Wealth Advisor

John Cubic

Sr. Wealth Advisor

John Evans

John Evans, CFP®, CRPC®, MPAS

Sr. Wealth Advisor

Keith Prybylski, AAMS®, AIF®, AWMA®, CPFA®, CRPC®, SE-AWMA®

Wealth Advisor

Lisa Pastushok

Wealth Advisor

Mariana Battista, CFP®

Sr. Wealth Advisor

Martin-Aspin

Martin Aspin, CFP®, AIF®, CWS®

Wealth Advisor

Melanie Fitzgerald, CFP®

Wealth Advisor

N Campbell

Nicholas Campbell, CFP®, CPA/PFS, M.Tx.

Sr. Wealth Advisor

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