Our advisors

Our team

Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager

Kimberlee Blackburn

Kimberlee Blackburn

Paraplanner

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

Belinda Vargas

Belinda Vargas

Client Service Specialist

Denise G Bailey

Assistant

Qualifications

  • Denise has been assisting in the practice in many different capacities on and off over the last 25 years
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Adam Tabak-Moreno

Business Development Specialist

Sabrina Morris

Sabrina Morris

Client Concierge,

Marketing Specialist
Sean Burk

Sean Burk

Client Service Specialist