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Member Name Company Contact Info

Karen Lee

CERTIFIED FINANCIAL PLANNER™, CLU, ChFC, MSFS, AEP

 

Karen Lee and Associates, LLC
200 Ashford Center North, Suite 400
Atlanta, GA 30338

770-353-6312
E-mail

Fontaine Lee

 

Fifth Third Private Bank
782 Amsterdam Ave
Atlanta, GA 30306

4048089444
E-mail

Tyler Keylon

 

High Ground Company
6120 Powers Ferry Rd. Suite 275
Atlanta, GA 30339

6786124839
E-mail

Beverly Kelly

 

Montag Wealth
200 Galleria Parkway, SE, Suite 1450
Atlanta, GA 30339

678-539-8259
E-mail

Jackson Keenan

CFP®

 

MONTAG Wealth Management
200 Galleria Parkway, Suite 1450
Atlanta, GA 30339

404-522-5774
E-mail

Evita Jantaraweragul

Partner

 

Stein Law, LLC
750 Hammond Drive, Bldg. 5, STE 100
Atlanta, GA 30342

(770) 804-4888
E-mail

Monica Holaway

Executive Director

 

EPCNGA
3227 S. Cherokee Lane, Ste. 1320
Woodstock, GA 30188

770 516 0207
E-mail

Meg Conrad Hoffmann

Trust Relationship Manager

 

Blue Trust, Inc.
1125 Sanctuary Parkway, Suite 500
Alpharetta, GA 30009

770-597-4682
E-mail

David Hern

Founder and CEO

 

Sofer Advisors, LLC
3857 Hickory Manor Drive
Suwanee, GA 30024

7707768852
E-mail

Walt Helms

CFP

 

Winged Keel Group
2000 RiverEdge Parkway, Suite 700
Atlanta, GA 30328

770-763-0673
E-mail