The Team
Bryant, Carroll and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Jake Bryant

Jake Bryant

Private Wealth Advisor

More about me...

Contact

jake.t.bryant@ampf.com

770.352.9650

Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Estate Planning Strategies

Education

University of Georgia- B.S. in Finance 1998

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Sean Carroll

Sean Carroll

Private Wealth Advisor

More about me...

Contact

sean.m.carroll@ampf.com

770.352.9650

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

University of Florida- B.S. in Economics 1989
CA Insurance #0I25132

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Donnie Robinson Jr

Donnie Robinson Jr

Financial Advisor

More about me...

Contact

donnie.robinsonjr@ampf.com

770.352.9650

Designations

CFP®, CRPS®, APMA®

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Merceditas Depadua

Merceditas Depadua

Financial Advisor

More about me...

Contact

merceditas.z.depadua@ampf.com

770.352.9650

Designations

CLTC®, APMA®, CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Education

B.S. Monmouth University

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Devin Clement

Devin Clement

Associate Financial Advisor

Jason Ibarra

Jason Ibarra

Associate Financial Advisor

Joseph Carroll

Joseph Carroll

Financial Advisor

Guy Moore

Guy Moore

Associate Financial Advisor

More about me...

Contact

guy.e.moore@ampf.com

678.391.0324

Designations

CRPC®, AAMS®

Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies
  • Investments

Education

Georgia State University Finance 1985

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Enos Slauson

Enos Slauson

Associate Financial Advisor

More about me...

Contact

enos.w.slauson@ampf.com

770.352.9650

Designations

CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies

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Daniel Spencer

Daniel Spencer

Financial Advisor

More about me...

Contact

daniel.s.spencer@ampf.com

770.352.9650

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

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Thomas Hodell

Associate Financial Advisor

More about me...

Contact

thomas.m.hodell-sr@ampf.com

478.453.1060

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

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William L Ponder

Financial Advisor

More about me...

Contact

william.l.ponder@ampf.com

770.352.9650

Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

University of Mississippi in Oxford, MS- BBA, 1995

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Our Staff

Lauri Cotela

Client Service Coordinator
Casey Allison

Casey Allison

Paraplanner
Traci Thomas

Traci Thomas

Client Service Coordinator
Kathy Hodell

Kathy Hodell

Client Service Coordinator
Scott Herndon

Scott Herndon

Client Service Coordinator