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Our Team

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

Relationship Managers

Operations

Amanda Platt

Amanda Platt

Director of Events and Communications

(678) 739-0175

Joy Li

Joy Li

Director of Client Services (Alpharetta)

(678) 739-0175

Vicky Buchanan

Vicky Buchanan

Director of Operations (Cartersville)

(770) 386-7007

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.

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