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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Noah Reichert, MSFP, CFP®, AIF®

Wealth Advisor

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Ryan Badger, CFP®

Sr. Wealth Advisor

William Howard

William Howard, CFP®, CFA

Wealth Advisor

Alicia Smith

Director of Client Development – HNW Program Manager

Alissa Mayes

Service Operations Associate

Amanda Coffey

Client Service Specialist

Angela Tucker

Angela Tucker, MS, CFP®

Relationship Manager

Atlanta, Blairsville, Macon

Cole Wenda

Client Service Specialist

Erica Lloyd

Erica Lloyd

Client Service Coordinator

Francheska Hill

Sr. Client Service Specialist

Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist

Jefferson Bell, FPQP®

Relationship Manager

Jill Varnum

Manager, Client Service

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Melissa Vance

Sr. Client Service Specialist

Michael Olmert

Relationship Manager

Nathan Touchberry

Client Service Specialist

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Insurance Solutions

One Team, One Plan, One Vision: Integrated Insurance Planning

July 2, 2026

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Investment Management

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June 30, 2026

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