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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Sarah Cannon

Sarah Cannon, CFP®

Wealth Advisor, Director

Troy Buder

Wealth Advisor

William Howard

William Howard, CFP®, CFA

Wealth Advisor

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Adam Lee, CFP®

Sr. Vice President

Leah Manderson

Leah Manderson

Regional Vice President

Atlanta, Macon, Blairsville

Jenna Taylor

Client Development Associate

Maxwell Photo

Kimberly Maxwell

Client Development Associate

Atlanta, Tampa, Sarasota

Lacy Hartzler

Sr. Client Development Associate

Anuska Kovalcheck

Anuska Kovalcheck, CFP®, EA

Sr. Financial Planner

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS

Director, Financial Planning

Cameron Holt

Financial Planner

Camryn Norman

Camryn Norman

Financial Planner

Patrick Moody

Patrick Moody

Financial Planner

Amanda Coffey

Client Service Specialist

Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service

Atlanta, Blairsville, Macon

Brittany Starnes

Brittany Starnes

Sr. Client Service Specialist

Erica Lloyd

Erica Lloyd

Client Service Coordinator

Ivan Lopez Colon

Ivan Lopez Colon

Client Service Specialist

Jacklyn Lopez

Senior Client Service Specialist

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