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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Andrew Medders, CFP®

Sr. Wealth Advisor, Sr. Director

Brian Sullivan

Brian Sullivan, CFP®, MBA, EA

Sr. Wealth Advisor, Sr. Director

Cathy Miller

Cathy Miller, MBA, CFP®, CDFA®, CRPS®

Sr. Wealth Advisor, Sr. Director

Christopher Blackmon

Christopher Blackmon

Sr. Wealth Advisor, Sr. Director

Adis Mehic, CFP®

Wealth Advisor

Alan McKnight, DBA, CFP®

Sr. Wealth Advisor

Alan Thomson

Alan Thomson, CFP®

Sr. Wealth Advisor

Andrew Shannon

Andrew Shannon, CFP®

Wealth Advisor

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Harrison Fant

Harrison Fant, CFP®, AIF®

Sr. Wealth Advisor

Janis Biggers

Wealth Advisor

John Day, CPA/PFS

Sr. Wealth Advisor

John Evans

John Evans, CFP®

Sr. Wealth Advisor

John Howard, CFP®

Sr. Wealth Advisor

Kyle Nadler

Sr. Wealth Advisor

Lisa Pastushok

Wealth Advisor

Mariana Battista, CFP®

Wealth Advisor

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Matthews Barnett, CFP®, ChFC®

Wealth Advisor

Blairsville, Macon

Melanie Fitzgerald, CFP®

Wealth Advisor

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