The Team

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Burt Banks

Burt Banks

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families

Education

University of Delaware Bachelors Degree Biology 1984, Emory University Master of Medical Science 1987
CA Insurance #0I21860

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S Neal Rhoney

S Neal Rhoney

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning

Education

Bachelor of Arts, North Carolina State University, Raleigh, NC
CA Insurance #0K70373

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Our Staff

Phina Thomas

Phina Thomas

Financial Planning Specialist

Operations Specialist
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Qualifications

  • Georgia State University BS Finance
Elizabeth Evans

Elizabeth Evans

Administrative Assistant

Michelle Breig

Michelle Breig

Office Manager

Connor Joy

Connor Joy

Client Service Specialist