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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Southeast: Georgia

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Cole Wenda

Client Service Specialist

Cole Wenda

Client Service Specialist

Erica Lloyd

Erica Lloyd

Client Service Coordinator

Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist

Jefferson Bell, FPQP®

Client Service Specialist

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

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

Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

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