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.



Our advisors

Margaret Graff, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Margaret Graff

CFP®, ChFC®, CLU®, APMA®, CAP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Margaret Graff Visit Margaret Graff's website
Austin Oman, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Austin Oman

APMA®, AWMA®

Financial Advisor

Learn more about Austin Oman Visit Austin Oman's website
Walter Eaves, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Walter Eaves

AWMA®

Financial Advisor

Learn more about Walter Eaves Visit Walter Eaves's website

Our team

Ann McColl

Ann McColl

Operations Manager

Qualifications

  • Master of Labor and Industrial Relations, Michigan State University
  • Bachelor of Journalism, University of Georgia
  • SHRM-CP (Society for Human Resource Management - Certified Professional)

Roles & Responsibilities

  • Office operations, client service
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Adam An

Adam An

Client Service Specialist,

Financial Planning Assistant

Qualifications

  • MBA with emphasis in Finance, Grand Canyon University
  • BS in Business Administration with emphasis in Financial Analysis, University at Buffalo

Roles & Responsibilities

  • Collect and analyze data for financial analyses and reviews
  • Assist advisors in preparing preliminary financial plans
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