The Team

Bryant, Carroll and Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Jake Bryant

Jake Bryant

Private Wealth Advisor

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Designations

ChFC®, APMA®, CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

University of Georgia- B.S. in Finance 1998

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Sean Carroll

Sean Carroll

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

University of Florida- B.S. in Economics 1989
CA Insurance #0I25132

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Donnie Robinson Jr

Donnie Robinson Jr

Financial Advisor

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Designations

CFP®, CRPS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies

Education

BBA in Finance, Georgia Southern University

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Patti Puckett

Patti Puckett

Financial Advisor

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Designations

CFP®, CRPC®, CDFA®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies

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Gil Allensworth

Gil Allensworth

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

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Devin Clement

Devin Clement

Financial Advisor

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Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies

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Joseph Carroll

Joseph Carroll

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

BS - Business and Economics, Lehigh University, 1977

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Guy Moore

Guy Moore

Financial Advisor

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Designations

CRPC®, AAMS®

Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies
  • Business Retirement Plans

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Daniel Spencer

Daniel Spencer

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

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Aubrey Rhodes

Aubrey Rhodes

Financial Advisor

Daniel Rhodes

Daniel Rhodes

Financial Advisor

Enos Slauson

Enos Slauson

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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William L Ponder

William L Ponder

Financial Advisor

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Top Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

University of Mississippi in Oxford, MS- BBA, 1995

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Thomas Hodell

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

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Our Staff

Dave Hostetler

Dave Hostetler

Business Development Director

Certified Long Term Care®
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Roles & Responsibilities

  • Operational Effectiveness
  • Strategic Project Management and Implementation
  • Advisor & Intern Recruiting
  • Technology Oversight
Ellen Otten

Ellen Otten

Client Service Coordinator

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Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Manages Advisors Schedules
  • Maintains Client Files and Data
  • Business Processing
Kathy Hodell

Kathy Hodell

Client Service Coordinator

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Roles & Responsibilities

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

Ryan Tuff

Paraplanner

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Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists Advisors with Product Solutions
  • Client Support
Casey Allison

Casey Allison

Financial Planning Analyst

Chartered Financial Analyst®
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Roles & Responsibilities

  • Investment Research & Analysis
  • Assists with Transactions and Money Movement
  • Investment solutions
  • Asset allocation specialist
Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

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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
Sara Williams

Sara Williams

Client Service Coordinator

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Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
Traci Thomas

Traci Thomas

Operations Manager

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Roles & Responsibilities

  • Systems & Process Oversight
  • Staff leadership
  • Manage and Resolve Client Service Matters
  • Business Processing
  • Assists with Transactions and Money Movement
Walter “Neil” Straube

Walter “Neil” Straube

Paraplanner

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Roles & Responsibilities

  • • Investment Solutions
  • • Financial Planning Analysis
  • • Client Meeting Preparation & Coordination
  • •Assists with Transactions and Money Movement
Robert Hamill

Robert Hamill

Paraplanner

CERTIFIED FINANCIAL PLANNER™ practitioner
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Roles & Responsibilities

  • Investment Solutions
  • Financial Planning Analysis
  • Client Meeting Preparation & Coordination
  • Assists with Transactions and Money Movement
Mary Carter

Mary Carter

Client Service Coordinator

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Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support

Michelle Burdeshaw

Paraplanner

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Roles & Responsibilities

  • Case Analysis
Kellsey Grimes

Kellsey Grimes

Client Service Coordinator

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Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Business Processing
  • Client Support
Donna Feraco

Donna Feraco

Client Service Associate

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Roles & Responsibilities

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