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

Jeremy Reese, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Jeremy Reese

Financial Advisor

Learn more about Jeremy Reese Visit Jeremy Reese's website
Todd Mitman, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Todd Mitman

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Todd Mitman Visit Todd Mitman's website

Aloysius Przygocki

Financial Advisor

Learn more about Aloysius Przygocki Visit Aloysius Przygocki's website

Our team

Sherry McFarland

Sherry McFarland

Client Service Manager

Qualifications

  • Series 7
  • Series 66
  • Insurance and Annuity Licensed
  • Over 15 Years Financial Services Experience

Roles & Responsibilities

  • Transactions/Money Movement
  • Relationship Management
  • Client Service
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Susan Trass

Susan Trass

Client Service Specialist

Qualifications

  • Series 7, 63 and 55
  • Insurance and Annuity Licensed
  • Over 20 Years of Financial Services Experience

Roles & Responsibilities

  • Client Service
  • Manages Relationships with our Business Partners
  • Oversees Practice Management
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Lois Wiggins

Lois Wiggins

Client Concierge

Roles & Responsibilities

  • Client Receptionist
  • Client Services
  • Operations
  • Appointment Scheduling
  • Client Visit Follow-Up
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Margaret "Meg" Cocroft

Margaret "Meg" Cocroft

Marketing Specialist

Roles & Responsibilities

  • Marketing
  • Client Services
  • Technology
  • Event Planning
  • Client Follow Up
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Al Przygocki

Al Przygocki

Financial Planning Specialist

Roles & Responsibilities

  • Client Services
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