Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Burt Banks, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Burt Banks

CFP®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Burt Banks's website
S Neal Rhoney, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

S Neal Rhoney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit S Neal Rhoney's website

Team

Phina Thomas

Phina Thomas

Financial Planning Specialist,

Operations Specialist

Qualifications

  • Georgia State University BS Finance
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Michelle Breig

Michelle Breig

Office Manager

Trinity Rogers

Trinity Rogers

Client Service Specialist,

Administrative Assistant