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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Jefferson Bell, FPQP®

Client Service Specialist

Jill Varnum

Manager, Client Service

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Tampa, Sarasota

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Melissa Vance

Sr. Client Service Specialist

Minh Tu Vo

Client Service Specialist

Morgan-Barnwell

Morgan Barnwell

Client Service Specialist

Nathan Touchberry

Client Service Specialist

Rebecca Upton

Financial Planner

Sana Alsalman

Sr. Client Service Specialist

Yasmin McLocklin

Yasmin McLocklin

Client Service Specialist

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

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