Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Allen Shpigel

CRPC, AWMA℠, ADPA, CLTC®, APMA

Financial Advisor

Franchise Owner
Learn more about Allen Shpigel Visit Allen Shpigel's website


Our team

Natalie Shpigel

Natalie Shpigel

Executive Assistant,

Office Manager

Qualifications

  • Natalie joined our practice on January 1, 2014.
  • She is an alumna of the Georgia Institute of Technology (Georgia Tech).
  • Natalie received her Doctor of Pharmacy degree from Mercer University College of Pharmacy in Atlanta, GA.

Roles & Responsibilities

  • Client Service
  • Operational Support
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