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

Sean Carroll, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Sean Carroll

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sean Carroll Visit Sean Carroll's website
Evelyn Dinkins, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Evelyn Dinkins

CFP®, CFS®, CRPC, MSFS, CAS©

Private Wealth Advisor

Business Financial Advisor
Learn more about Evelyn Dinkins Visit Evelyn Dinkins's website
Angela M De Lion, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Angela M De Lion

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Angela M De Lion Visit Angela M De Lion's website
Guy Moore, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Guy Moore

CRPC, AAMS, CKA®

Financial Advisor

Learn more about Guy Moore Visit Guy Moore's website
Patti Puckett, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Patti Puckett

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Patti Puckett Visit Patti Puckett's website


Our team

Kathy Hodell

Kathy Hodell

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists with Transactions and Money Movement
  • Schedules Client Meetings
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Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

Roles & Responsibilities

  • Manages Advisors Schedule
  • Assists with System Processes and Oversight
  • Directing, Planning, and Coordinating Marketing Efforts
  • Handling Social Media, Public Relation Efforts, and Content Marketing
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Donna Feraco

Donna Feraco

Client Service Associate

Roles & Responsibilities

  • Directs Calls and Email Correspondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Daniel Czabaj

Investment Manager

Roles & Responsibilities

  • Investment solutions
  • Asset allocation specialist
  • Assists with Transactions and Money Movement
  • Investment Research & Analysis
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Melanie Leonard

Melanie Leonard

Client Service Specialist

Roles & Responsibilities

  • Assist Financial Advisors with a high-level of client service
  • Manages and organizes office work flow at an expert level
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Jason Adams

Operations Director

Jonathon McAdow

Paraplanner

Davis Blackmon

Paraplanner