Our office in

Atlanta

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Meet Our Atlanta Team

Our local advisors are based in the Atlanta area and happy to work with you on your individual retirement needs wherever you are in your financial journey.

Mike Reiner

Founder, Chairman of the Board

Wes Moss, CFP®

Chief Investment Strategist, Managing Partner, Senior Investment Advisor

Mitch Reiner, CFP®, CIMA®

Managing Partner, Senior Investment Advisor

Matt Reiner, CFP®, CFA

Managing Partner, Senior Investment Advisor

Holly Evans Mallory, IACCP®

Partner, Chief Compliance Officer, Operations Director

Robert Sanders

Partner, President, Chief Financial Officer

Bryan Rea, CFP®

Partner, Senior Investment Advisor, Director of Advisors

Jeff Keane

Partner, Director of Business Development

Amanda Lewis

Operations Team Lead, Client Service Manager

Connor Miller

Chief Investment Officer

Curt Klein

Senior Advisor, Investment Committee Director

Barbara Pinyan

Client Coordinator

Ryan Ely

Senior Investment Advisor, Investment Committee Director

Kristin Curcio

Investment Advisor, Atlanta Advisor Lead

James Lewis, CFP®, MBA

Senior Investment Advisor

Brynne Simms

Client Service Manager

Patrick Malloy, CFP®

Senior Investment Advisor

Bill Cibulas, CFP®, J.D.

Investment Advisor

Harris Lowe, CFP®

Investment Advisor

Eddie Goepp, CFP®

Senior Investment Advisor

Everett Wilkerson, CFP®

Senior Investment Advisor

Bill Skiles, CFP®

Investment Advisor

Betsy Carr

Client Service Manager, Operations Mid-Lead

Elizabeth Benedict

Executive Assistant

Joel Dean, CFP®

Director of Investment Associates, Senior Investment Advisor

Ben Ezrine, MBA

Investment Advisor

Olivia Carufel

Operations Assistant

Andrew Barag, CFP®, CRPC®

Senior Investment Advisor

Jonas Roos, CFP®

Investment Advisor

Brett Noggle, CFP®, CFA

Investment Advisor

Remington Hasty

Client Service Associate

Amy Anderson

Operations Assistant

Rafael Rondino, CFP®, MBA

Investment Associate

Cary Anne Beavers

Client Service Associate

Miller Majors, CPA, CFP®

Investment Advisor

Abbie Stapleton

Compliance and Operations Associate

Justin Brown

Investment Associate

Christal Ross

Operations and Compliance Assistant

Emily Sheehan

Operations Assistant

Ricky Yang, CFP®, CHFC®

Investment Associate

Brenden Urban

Investment Associate

Teliqua Richards

People Ops Specialist

Ansur Ahmed

Private Investment Specialist

Mike Parsons, CFA, CPWA®

Family Office Advisor

Matt Clark, CFP®

Business Development Manager

Troy Tomczak, CIMA®

Business Development Associate

Mary Margaret Boyd

Operations Associate

Jackson Dorris

Business Development Specialist

Allie Kirkegaard

Operations Associate

Camden Anderson

Investment Analyst

Claudia Gacon

Operations Associate

Jeff Lloyd

Investment Advisor, Co-Host of “Money Matters”

Sonia Velazco

Client Service Associate

Inessa Loyevska, CPA

Controller

Colin Schoeneman

Senior Salesforce Administrator

Hannah Kaplan

People Strategy Director

Hector Fuentes

Staff Accountant

Matt Lane – Wela Strategies

Investment Advisor – Wela Strategies

Kevin Madigan – Wela Strategies

Investment Advisor – Wela Strategies

Barron Barnes, CPA

Senior Tax Advisor

James Crossley, CPA

Senior Tax Advisor

Roger Taylor, CPA, MSA

Tax Manager

Crystal Walton

Tax Operations Manager

Garrett Weaver

Tax Manager

Megan Pelts

Tax Manager

Judi Borduin

Office Administrator

Get In Touch With Us Today

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