Our advisors

Our team

Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager

Natalie Compton

Natalie Compton

Paraplanner,

Client Service Specialist

Qualifications

  • • B.A., Psychology, Emory University, Atlanta, GA
  • • Securities Registrations: Series 7, Series 66(TX)
  • • Insurance License: General Lines Agent for Life, Accident, Health, & HMO
  • • Natalie began working for Michael in early 2007. She is a licensed paraplanner.

Roles & Responsibilities

  • • Her duties include financial plan data input, assisting Michael in analyzing and preparing financial plans, and trading securities and investments in clients' accounts.
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Sheila Graham

Sheila Graham

Client Service Manager

Kristin Wolff

Kristin Wolff

Client Service Specialist

Paulette Burford

Paulette Burford

Client Service Manager

Sabrina Morris

Sabrina Morris

Client Concierge,

Marketing Specialist
Celeste McMillan

Celeste McMillan

Client Service Specialist