Our advisors

Margaret Graff

Margaret Graff

Private Wealth Advisor

Learn more about Margaret Graff
Shelley Nweke

Shelley Nweke

Associate Financial Advisor

Learn more about Shelley Nweke
Austin Oman

Austin Oman

Associate Financial Advisor

Learn more about Austin Oman

Our team

Deneshia Patterson

Deneshia Patterson

Office Manager,

Client Concierge

Qualifications

  • MBA, Fayetteville State University, 2013
  • BA in Marketing, North Georgia College and State University, 2006
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Austin Oman

Austin Oman

Investment Specialist,

Practice Manager

Qualifications

  • BS in Finance, Florida State University, 2015
  • Series 7, Series 63, and Series 65 licenses

Roles & Responsibilities

  • Portfolio management.
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Aaron Mellman

Aaron Mellman

Client Service Specialist,

Personal Financial Specialist

Qualifications

  • BA in Economics, Georgia State University, 2009
  • Series 7, Series 63, and Series 65 licenses
  • Georgia Life Accident & Sickness license

Roles & Responsibilities

  • Client data compilation and meeting preparation
  • Client service
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