Our Team

Our team approach adds perspective to all we do and strives to provide increased benefits to our clients.

Relationship Managers

Byron Poore II

Byron Poore II

Financial Planner & Investment Manager

850-973-2400

Susanna Murray

Susanna Murray

Director of Client Relationships (Cartersville)

(770) 386-7007

Thomas Martin

Thomas Martin

Director of Client Relationships (Alpharetta)

(678) 739-0175

Dean Rosson

Dean Rosson

Director of Business Development

(678) 739-0175

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.