Our financial advice team

I was born and raised in Roswell, GA. I later attended Auburn University, where I earned my Bachelor of Science in Business Administration and built a strong foundation for my career.

I grew up in South Carolina and graduated from the University of South Carolina, Rockhill.

The youngest of seven children of immigrant parents from Scotland. I grew up in Torrance, CA, and graduated with a Bachelor of Science in Psychology from UCLA. My career in finance first began at a Fortune 500 Merchant Services Company as a Platinum Relationship Manager here in Atlanta in 2000. After 10 years there, I transitioned to Ameriprise as a Operation Manager. In 2024, my career led me to Iron Oaks Wealth Advisors

I was born and raised in Decatur, GA, and after losing my parents at a young age, I built a successful 30-year career in banking, culminating in a role as SVP at Bank of America, before transitioning to a Marketing Manager position at UPS. I have two grown sons and two wonderful grandchildren.

I was born in Brooklyn, New York and raised in PG County Maryland. I graduated from Clark Atlanta University with a degree in Business Administration. As a proud parent to my 4-year-old daughter, Nixx, I enjoy spending my free time with her, cooking, and reading.

I grew up in Dunwoody, GA and graduated from Georgia State University with a degree in Business Administration with a minor in Accounting. My wife, Debra, and I have been married for 21 years and are proud parents to our son, Fletcher. My passion for baseball includes ten years of coaching, being a huge Braves fan, and watching my son play on the Collins Hill High School team.

I hold a degree in Psychology from Auburn University, where I also played college baseball. I am passionate about sports and the outdoors and being an active participant in my community through North Metro Church in Kennesaw. As a dedicated father of two wonderful daughters, Ayla (14) and Emmie (8), I value family time and enjoy monthly gatherings with my extended family in Cobb County.

I graduated from Franklin & Marshall College with a degree in business and social entrepreneurship, where I also played defensive midfielder on the varsity lacrosse team. I grew up in Jackson Hole, Wyoming, spending my winters snowboarding and my summers hiking. Along with my love for mountain activities, I enjoy playing tennis and developing my cooking skills, specifically low and slow BBQ.

I grew up in Doylestown, Pennsylvania. I graduated from Temple University, and as the oldest of three siblings, I've always embraced responsibility and leadership. I'm an avid reader and a big fan of both soccer and basketball.

Born and raised in Pittsburgh, Pennsylvania, I'm a proud Ohio State graduate and the oldest of two siblings. In my free time, I love playing guitar, cooking and challenging myself with a good game of sudoku.

Born in Atlanta and raised in Louisiana, I graduated from Lovejoy High School in 2015 and has since developed a reputation for strong communication, organization, and team support. Outside of work, Tia is a mother of two boys and content creator who enjoys fashion, beauty and lifestyle spaces.

I was born and raised in Dacula, GA, and went on to attend the University of Georgia, where I earned a double major in finance and risk management. During my time at UGA, I was fortunate to achieve several milestones as a competitive swimmer, including an NCAA Championship and a World Championship gold medal. Today, I bring the same discipline, focus and commitment to excellence that defined my swimming career.

I grew up in Riverdale, Georgia, and attended South Cobb High School in Austell, where I played varsity basketball and golf. After high school, I continued my academic and athletic journey at Augusta University, competing in track and field and earning a Bachelor's degree in Criminal Justice in 2021. Outside of work, i enjoy bowling, golfing, skating and playing basketball.

I was born in Stockbridge, GA and am one of four children. I graduated from Georgia College & State University with a degree in English and Creative Writing. In my spare time, I enjoy hiking with my wife, Talia and our dog, Apollo. I have over 20 years of experience in luxury hospitality, including leadership roles with Ritz-Carlton, The Hotel Del Coronado, and the Grand Hyatt Atlanta.

Originally from Newnan, GA, I hold a master's degree in financial planning and am passionate about helping clients achieve their life goals. Outside of work, I enjoy spending time with my family and love the outdoors. My background includes playing collegiate baseball and managing a brewery for three years, experiences that taught me the value of teamwork, leadership and dedication.