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Atlanta Advisors

David Cross
Duluth, GA
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Helpful
Firm
U.S. Asset Management
Biography

David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management, a boutique wealth management practice. His primary responsibility is portfolio management and client relationship management. David and his team help clients make better decisions about their money and assist with overseeing every aspect of their financial lives. They begin by profiling the needs of clients and their families and then construct a customized plan centered on what is most important to them.

After 10 years at Merrill Lynch, where David was the leader of a team that was responsible for managing over $220 million in client assets, he left the firm in 2016 to start U.S. Asset Management. He holds a Bachelor of Science degree in finance from Auburn University and earned the Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University.

David has earned numerous distinguished service awards with his former employers and he has over 25 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations such as the Georgia Council on Economic Education on the Board of Trustees, a Professional Advisors Committee Chair at The Community Foundation for Northeast Georgia, a Treasurer at The Hudgen’s Center for the Arts, Board of Directors at Georgia Association of Business Brokers, and more.

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Monika West
Atlanta, GA
Firm
SC Financial Group
Biography

Monika West is the Founder of SC Financial Group, a firm founded on the principles of deeply understanding and fostering their client’s true needs and goals. Monika and her team believe that building a comprehensive financial plan is the most fundamental tool in proper financial planning. The financial plan forms the basis for the creation of the equally important investment strategy that is tailored to each client specifically.

Monkia knows that taking the first step towards reaching and maintaining a client's financial goals is the hardest. Finding the right financial professional that matches their goals and expectations is crucial in building a lasting relationship. Monika specializes in corporate planning strategies such as advantageous business tax planning, employee health benefit and stock ownership programs, organic growth strategy, divestiture, restructuring/leveraging, liquidation and/or acquisition. Monika offers detailed corporate structuring programs that accounts for any/all phases of the business cycle.

Monika earned her MBA in Accounting and Finance at Keller Graduate School of Management of DeVry University and her BBA in Finance at Georgia State University. Outside of the office, Monika enjoys volunteering her time to the community she lives in. She loves fishing, hiking, horse back riding, swimming and running.

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Patrick Fisk
CFP®
Atlanta, GA
Firm
Fresh Aire Financial Services
Fee Structure
Fee-Only
Biography

Fresh Aire Financial Services specializes in providing fee-only financial planning advice and 401(k) investment guidance specifically to the employees in the airline industry.

As a CFP® and owner of Fresh Aire Financial, my job is to help clients with their retirement income planning. This involves setting goals and helping you achieve them throughout your life. Where are you now, where do you want to be and how can we get you there? These are often challenging questions that typically change throughout our lives. We are a friendly, approachable group dedicated to your investment and financial planning needs.

It was my passion for travel that first attracted me to the airline industry. Then it was helping many of my co-workers with the basics of saving, investing, and debt management that nurtured the idea for financial planning as a second career.

My 25 years in the airline business and 10 years working as an advisor has made me especially knowledgeable in airline pensions, benefits, compensation and 401(k) plans.

I am passionate about helping people make smart decisions about money so they can achieve their retirement goals. It doesn't have to be complicated.

Trory Jenkins
Atlanta, GA
Firm
The Piedmont Group
Biography

Trory Jenkins is an Atlanta, GA based Financial Planner. He is focused on helping his clients – individuals, families, business owners - manage finances, work towards financial stability, and meet with success by assisting them in navigating the financial barriers that arise in every stage of life. Committed to designing a process that is specific and tailored to each of his clients’ needs, goals, and objectives, Trory has developed and implemented many comprehensive financial plans thus far in his career. In doing so, Trory pays great attention to risk management, as he believes it is the initial foundation for any solid and stable plan.

 Trory first became a financial planner because of his interests in investments and his desire to understand how wealth is accumulated. He is still in the industry because of the clients that he is grateful to have partnered with.

With a well-crafted investment discipline and with over 10 years of practical experience in the financial services industry, Trory is able to be the knowledgable partner for all of his clients. His goal is to find out about his clients’ aspirations and see which ways he can add value, provide guidance, and ultimately bring efficiency and happiness to their lives.

Joshua Swartz
CFP®
Atlanta, GA
Firm
JPH Advisory Group
Fee Structure
Fee-Only
Biography

Joshua Swartz directly serves the Senior Financial Planner & the President of JPH Advisory Group, assisting in preparation for client meetings, developing financial planning strategies, and managing client data maintenance. JPH Advisory Group is committed to becoming each of their client's CFO, as they believe that everyone needs someone to manage their investments and financial affairs while they manage and enjoy life.

Joshua joined JPH Advisory Group in January of 2012, after interning with the firm in 2011. He graduated from Liberty University in 2011 with a bachelor’s degree in finance, while also completing the education requirements for the CFP® certification. He successfully passed the CFP® exam in March 2013, and was able to bear the CFP® marks in June 2014 after completing all of the necessary requirements with the CFP® Board.

In his free time, Joshua enjoys reading, playing sports, and is actively involved with Renovation Church in downtown Atlanta.

Gary Clement
Atlanta, GA
Firm
Clement Asset Management, LLC
Biography

Gary O. Clement, CFP®, CRPS®, CRPC®, MPAS®, is President of Clement Asset Management, LLC, a financial planning and investment management firm, and a lead instructor in the Kaplan Schweser Certified Financial Planning Program. Additionally, he has earned the CFP® designation, widely recognized as the leading designation in the financial services field. Gary is a Summa Cum Laude graduate of Cheyney University of Pennsylvania, a graduate of the Oglethorpe University Financial Planner Program, and holds a M.S.F.S. degree from the College for Financial Planning. Gary is currently pursuing a Ph.D. in financial planning at the University of Georgia. 

Gary considers himself both a lifelong student and teacher of personal finance. He enjoys educating groups, large and small, about money, personal finance, and the myriad financial products, vehicles, and strategies available to them.

Over the past 19 years, Gary has worked with various discount brokers, independent broker-dealers, and wirehouses. Today, Gary leads an independent registered investment advisory firm that focuses on comprehensive financial planning and investment management. He's held FINRA Series 7, 63, 65, 3, 31, and 24 licenses and has been a CERTIFIED FINANCIAL PLANNERTM since 2006. He's also taught Financial Planning, Investment Management, Retirement Planning and Estate Planning courses for the Certified Financial Planning programs at Oglethorpe University, the Terry College of Business at the University of Georgia, and, now, teaches for Kaplan Schweser.

Thomas Tillery
Kennesaw, GA
Firm
Paraklete Financial
Biography

Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom's background includes experience in integrated personal financial planning, asset protection, insurance, estate planning, risk management, investments, philanthropy, retirement and tax planning. He is an instructor and curriculum writer for CPA/PFS educational courses. Tom also provides continuing education and is a public speaker on matters relating to integrated personal financial planning.

Tom earned an M.S. in Financial Services from The American College, an M.A. in Education from The Southern Baptist Theological Seminary, and a B.A. in English Language and Literature from Columbus State University. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. Tom and his family reside in Kennesaw, Georgia. 

Andrew Browne
Atlanta, GA
Firm
Capstone Financial, LLC
Biography

Capstone Financial is the premier full-service financial services firm in the southeast committed to helping clients pursue their financial goals. They are a general agency of MassMutual Financial Group. The firm has had a relationship with MassMutual in the Atlanta area since 1886. MassMutual Financial Group® is comprised of member companies with over $500 billion in assets under management. MassMutual Financial Group® is a global, growth-oriented, diversified financial services organization providing life insurance, annuities, disability income insurance, long-term care insurance, retirement planning products, income management, and other financial products and services.

Capstone Financial offers access to a wide range of financial products and services to individuals and business owners. Andrew believes clients will be better able to identify their goals and make sound decisions to help reach them by providing sound financial information.

The firm was founded in Atlanta in 1866 and has been steadily growing ever since. In 2016, it is still their vision to help clients navigate the complexities of managing wealth. By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. Capstone Financial has experienced unprecedented growth and now includes offices in several locations (Atlanta, Albany, Valdosta, and Miami to name a few) and continues to deliver the same customized solutions now as they have since the start.

Laura Wellon
Atlanta, GA
Firm
Ubs Financial Services Inc.
Biography

Laura Wellon is a financial advisor at Ubs Financial Services Inc. in Atlanta, GA. Laura graduated from the University of Georgia. She joined UBS in 2001 and now serves as a partner for the Wile Consulting Group. Laura works mostly with high net worth individuals and families. As the main point of contact for clients, Laura helps with all facets of a client's financial picture.

Laura and her team realize everyone's life situation is unique. Her team provides customization and service to each client and family. She serves as a Legacy Advisor for Children's Healthcare of Atlanta, is on the Board for Fellowship of Christian Athletes and serves on the leadership team for 4word.  Laura is married to Rob and they have four children.

Russ Thornton
Atlanta, GA
Firm
Wealthcare for Women
Biography

Russ Thornton joined Wealthcare in 2009 in order to be at the forefront of the revolution in financial planning, financial advice and wealth management — the Wealthcare Revolution. Russ believes in simple, highly effective wealth management strategies, and he is dedicated to helping his clients meet or exceed their unique goals with confidence and comfort. His 20+ years of experience delivering personal financial advice combined with his lifestyle approach to financial planning and wealth management helps his clients achieve comfort and confidence for the future while making the most of their lives today.

Russ graduated from Furman University in 1993 with a degree in Business and Computer Science. Prior to joining Wealthcare, Russ was a Wealth Management Advisor with Merrill Lynch for over 12 years. In 2006 he founded Thornton Wealth Management in order to fulfill his vision of truly personalized financial and wealth management services. He earned his Certified Divorce Financial Analyst™ (CDFA™) designation from the Institute for Divorce Financial Analysts™ in 2012.

Outside his wealth management practice, Russ serves as a trustee for the non-profit Georgia Eye Bank.

Harris Gignilliat
Atlanta, GA
Firm
UBS Financial Services Inc.
Biography

Harris Gignilliat is a financial advisor at Ubs Financial Services Inc. in Atlanta, GA.

Harris is a partner of the Wile Consulting Group in Atlanta. He works in the UBS Institutional Consulting Group where he is a Senior Retirement Plan Consultant. Harris specializes in working with retirement plans, foundations, endowments and families. Harris works closely with both the Georgia and Alabama Dental Association, the Georgia Pharmacy Association, and PWC. He has been independently recognized by Barron's Magazine as one of the top Financial Advisors in the country and one of the top Institutional Consultants in the country.

Harris graduated from the University of Georgia and later earned his Certified Investment Management Analyst designation from the Wharton School of Business. Harris attained the Chartered Retirement Plans Specialist designation from the College for Financial Planning. Harris joined the Wile Group in 2000, specializing in qualified retirement plans. Harris works with organizations such as the Georgia Dental Association, Georgia Pharmacy Association, Alabama Dental Association and PricewaterhouseCoopers to provide financial benefits to members and employees.

As an adjunct instructor for Augusta University, he teaches financial courses to students and professors. He leads seminar at colleges, trade organizations and district meetings. Harris volunteers his time and resources to Habitat for Humanity, The Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta and the Leukemia/Lymphoma Society. Harris also serves on the Board of Governors for the Buckhead Club.

Wesley D. Bigler
Atlanta, GA
Firm
Longview Wealth Management
Biography

Wesley D. Bigler, CFP®, is the Chief Executive Officer and Chairman of LongView. He is a Certified Financial Planner™ practitioner and has been a financial services professional since 1983. For six straight years, Wes was named one of Worth Magazine’s “Nation’s Top 250 Financial Advisors.” He was also featured, for ten successive years, as one of the 150 Best Financial Advisors for Doctors by Medical Economics Magazine.

Wes is the co-author of Wealth Strategies for Doctors and has been a frequent guest on CNBC’s “Money Club” and Fox News’ “Fox on Money.” He has also been quoted in major publications such as Smart Money, Worth, Nation’s Business, Financial Planning and the Atlanta Journal Constitution.

Wes graduated cum laude with a degree in Political Science/History from Utah State University and earned an MBA from the Thunderbird School of Global Management.

Wes lives in Sandy Springs, Georgia, with his wife Jan. His son Tyler is married and works with Home Depot corporate. Wes’s daughter Lauren is also married and works as Community Director with the March of Dimes. In his leisure time, Wes enjoys golf, tennis, travel and reading.

Throughout the years, Wes has been active in many professional and charitable organizations, including Financial Planning Association as the Past President, Committee Chairman for Boy Scout Troop 200, Chairman for Cobb Pregnancy Services, Elder at Mount Paran Church, President of Georgia Epilepsy Foundation, and member of the ALS Association.

Beth Morgan
Woodstock, GA
Firm
Morgan Wealth Management
Biography

Beth Morgan is founder of Morgan Wealth Management. Their mission is to assist Atlanta families and business owners manage their financial assets, protect wealth, and develop strategies for creating legacies. This allows clients to see the big picture, understand their current and future needs, and move confidently on their journey toward financial independence.

A Financial Consultant since 1992, Beth has advised clients and managed money in a variety of market conditions. After obtaining her series 7, 63, 65, 24, and insurance designations she began her career at Shearson Lehman Brothers (currently Smith Barney). She was educated in an environment whose primary focus was that of an advisory and consulting discipline, utilizing the skills of individual institutional managers.

In 1997, Beth joined Wachovia Securities. This move gave her the opportunity to expand her understanding of the financial world with regard to banking. An independent financial consultant with LPL Financial since 2002, Beth now has more than 22 years of asset management experience in this industry. Having been retained by her largest clients from Wachovia, her business has grown each year since leaving the corporate world.

As an involved parent of three teenage boys and an active member of her community, Beth is currently serving as Secretary for the Etowah High School Touchdown Club. She has served on PTSA boards for years, and continues to support the community at large.

Matthew Hudgins
Atlanta, GA
Firm
Mosaic Wealth Management
Biography

Mosaic Wealth Management helps successful Dentists, Business Owners, Professionals & Widows / Divorcees by acting as their go-to financial coordinator to help each organize & prioritize their personal & financial lives. They do this by providing direction, confidence and new capabilities all while building on their clients strengths.The rapid pace of change in the world today is making people's lives more complex and confusing. Mosaic provides direction for their clients in order to identify and eliminate dangers, focus on solutions, and introduce opportunities.

Matthew Hudgins is Principal of Mosaic Wealth Management and has been since the firm's inception in 2007. Prior to Mosaic Wealth Management, Matthew worked as a Wealth Manager at Lesesne Capital Management for four years. Matthew has worked various jobs in the finance industry, dating back to his position as a Financial Analyst with Robinson-Humphrey Company in 1992.

Matthew enjoys learning about others and their business. He is a member of CFA Atlanta, Atlanta Athletic Club, and Capital City Club. He received his MBA from Emory University, and his BBA in Finance from the University of Georgia-Terry College of Business.

Junko I. Horvath
Atlanta, GA
Firm
Fujiyama Wealth Management
Biography

Junko I. Horvath came to the US from Tokyo, Japan in 1988 and earned an MBA degree from Georgia Institute of Technology in 1990. In her first position as a trader at Fuji Bank (today known as Mizuho Financial Group), she managed foreign currency trading, hedging strategies and economic forecasting, eventually rising to the level of Vice President.

It was this experience that inspired her to leave the large corporation to become a financial advisor, helping men and women in the Atlanta community. Junko is a Certified Financial PlannerTMwith over 16 years of experience, helping successful men and women to achieve their financial dreams and goals.  She is a multiple year recipient of the Five Star Advisors award which is given to the top 7% of financial advisors in Atlanta. In 2014, she received the Women’s Choice Award by the WIFE organization as one of the TOP 100 Financial Advisors in the U.S. She has been featured in medias such as Forbes, WSJ, Atlanta Magazine, and Global Atlanta.

Junko is an active member in the greater Atlanta community and engages in a number of social and charitable undertakings. Junko currently serves on the Grady Health System Board; however, she prefers helping people through her grass root activities such as writing letters to sick people and visiting them. Her goal is to improve her singing skills and provide a charity concert in the near future.  She is a past Treasurer at the Torah Day School of Atlanta and a former Secretary of the Midtown Rotary Club. She belongs to Metro Atlanta Chamber, Japan American Society of Georgia, and Philanthropic Advisor Leadership Institute.  Junko and her husband Stephen have two daughters, Yael and Adina.

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