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Atlanta Advisors

Bob Tankesley
Alpharetta, GA
Firm
Unify Wealth LLC
Biography

Bob Tankesley is a partner of Unify Wealth and is a personal financial advisor to high net worth individuals, retirees and successful business owners. Bob provides comprehensive financial, tax, and risk management strategies, specializing in the areas of retirement transition planning, wealth protection and tax strategies. He has created and implemented targeted financial solutions for families, retirees and business owners as an advisor since 1995.

Bob is licensed as a Certified Public Accountant (CPA) by the state of Georgia and is a Certified Financial Planner (CFP) (R) practitioner. Bob is also pursuing Level II of the CFA exam and the Qualified Plan Financial Consultant (QPFC) designation.

He is a graduate of the University of North Carolina at Asheville having received a dual undergraduate degree in Accounting and Financial Management, Cum Laude. He is also a graduate of Appalachian State University in Boone, North Carolina having received a MBA degree with an emphasis in Finance.

LaToya Parker
Marietta, GA
Firm
LaToya Parker, CFP®, MBA
Biography

LaToya Parker, MBA, CFP® is an executive financial adviser, with nearly twenty years of successful experience in her client centered financial services practice. LaToya provides comprehensive financial planning and consulting services for Individuals, Business Owners and Retirement Plans, using a team strategy. Using her experience along with her passion for teaching she helps build roadmaps for her clients that are easy to understand and implement. 

LaToya is a frequent blogger, on this and other financial information driven websites, helping investors stay current with important and relative investment, financial and other planning topics.  She is also active locally, serving as a guest speaker for Chambers of Commerce and Retirement Communities, where she addresses various financial related topics, including the subject of Longevity and Succession Planning, for business owners.

LaToya Parker is affiliated with Naples Asset Management Company, LLC (“NAMCOA”), a federally registered investment adviser.

Lee Baker
Atlanta, GA
Firm
Apex Financial Services, Inc.
Biography

Lee Baker, CFP® began his financial planning career while still an undergraduate student at the Georgia Institute of Technology. Lee graduated from Georgia Tech in 1990 with a Bachelor of Science degree in Industrial Engineering. His passion for helping people achieve financial security combined with a desire to bring a little bit of "Wall Street" to "your street" led him to establish Apex Financial Services.

When Lee is not working with clients he is leading positive social change as the President of AARP Georgia. In addition, he is currently chair of the Advisory Board for the financial planning program at Clark Atlanta University where he contributes to the future of the planning profession by helping to mold the planners of tomorrow. Lee remains active in his community as a member of the Georgia Tech Alumni Association Board of Trustees, the Financial Planning Association and his church where he is currently Chair of the Trustee Ministry at Antioch Baptist Church North.

Lee has been recognized as one of the Top Wealth Managers in Atlanta, as published by Atlanta Magazine for 2014, 2015, and 2016. He was also honored in 2016 as one of Atlanta Business League’s Men of Influence. For his contributions to the financial planning industry, Lee was the recipient of the 2016 Honors Award from the Financial Planning Association of Georgia.

Lee is the past president of the Georgia Chapter of the Financial Planning Association and served on the National Board of Directors for the Financial Planning Association from 2008 - 2010. He also served as the President of the Georgia Tech Black Alumni Organization from 2013-2015. Lee is frequently quoted in various publications including Black Enterprise Magazine, the Wall Street Journal, Kiplinger's, Christian Science Monitor, and Financial Planning Magazine. He also writes a column for MarketWatch.

Lee is married to his high school sweetheart and the proud father of two beautiful girls.

Malik Lee
CFP®
Kennesaw, GA
Firm
Henssler Financial
Fee Structure
Fee Only
Biography

Malik S. Lee, CFP®, is an Associate at Henssler Financial, a financial planning and money management firm with assets under advisement of $1.62 billion as of March 31, 2017. Henssler Financial, which includes federally registered investment advisers G.W. Henssler & Associates, Ltd. and Henssler Asset Management, LLC, is headquartered in Kennesaw, Ga., a suburb of Atlanta, with an additional office in the Atlanta Perimeter area.

Malik's responsibilities include managing client accounts on a day-to-day basis, analyzing client data and providing recommendations based on the firm's strict investment criteria. He joined the firm in August 2013 as a Financial Planner, bringing nearly seven years of experience in providing long-term financial strategies to clients. Malik merged his advisory firm, Felton & Peel Wealth Management, with Henssler Financial to allow him to focus his energies to better serve his clients.

After earning a Bachelor of Business Administration in Finance from Morehouse College, Malik completed the Financial Planner Program at Oglethorpe University. He is a CERTIFIED FINANCIAL PLANNER™ Certificant. He is currently enrolled in the American College of Financial Services’ Chartered Advisor in Philanthropy® program. Malik holds the Series 7 and Series 66 registrations and is Life, Accident & Sickness and Variable Products Licensed.

Brandon Mackie
Kennesaw, GA
Firm
Henssler Financial
Biography

Brandon Mackie, CFP®, is an Associate at Henssler Financial. He joined the firm in July 2015. His responsibilities include managing client accounts on a day-to-day basis, and working with clients to develop, implement and monitor their financial plan, helping them set goals for saving and implementing strategies for accumulating wealth.

Prior to joining Henssler Financial, Brandon worked as a Consultant in the Private Wealth Management division of SunTrust Banks, Inc. In this role he educated advisers and wealth teams on financial planning, specifically how to introduce and incorporate planning with their clients and into their practices. Mr. Mackie spent a decade trading securities, focusing primarily on corporate and municipal bonds.

Brandon earned a Bachelor of Science in Management from Tulane University. He is a CERTIFIED FINANCIAL PLANNER™ Certificant, holds the Series 7, Series 63 and Series 66 registrations and is a member of the Financial Planning Association (FPA). In April 2013, Brandon was named as a Board Member of a local 501(c)(3) charity, A Community Effort, whose mission is to ease the non-medical financial burden that can overwhelm families caring for a chronically ill child.

Larry Lyons
ChFC
Alpharetta, GA
Firm
Kalos Financial, Inc.
Fee Structure
Commission, Fee-Based
Biography

Larry is Sr. VP at Kalos Financial, Inc., and has been with the firm for 11 years as of September 2017.  He oversees the alternative investment platform for the firm which consists of private equity, real estate investments and private debt.  Larry enjoys the one-on-one interaction with his clients and working with them to create a financial plan that meets their personal needs rather than providing cookie cutter solutions.

As an Independent Financial Professional, Larry is not beholden to any proprietary investments and takes into consideration all asset types (traditional and non-traditional) when it comes to designing portfolio allocations for his clients.

Larry is finishing a two-year term serving as a board member on the Alternative & Direct Investments Assoc. (ADISA), an organization that seeks to educate the investing public on alternatives and how they can benefit investors and help with diversification and help mitigate volatility in portfolios.

Larry has been has been married for 29 years to his college sweetheart, who is a breast cancer survivor, and they have two grown son's.  He is a active member in his local church and serves on the Finance Committee.

Benjamin Buchanan
Atlanta, GA
Firm
Dutch Asset Corporation
Fee Structure
Fixed
Biography

Benjamin Buchanan is a licensed financial advisor, portfolio manager (he and his team manage the majority of equity portfolios in-house at their RIA rather than outsourcing to third parties), and small business consultant. He has extensive experience around managing public market portfolios, market research, business strategy, due diligence, and risk management.

Benjamin is incredibly excited by the exponential curve of technology and the ramifications it has for virtually everything. Anyone that thinks the world will be recognizable 5 years from now if fooling themselves. The pace of change and innovation has sped up to the point that a 5 year window hence forth will mean a different world. Maybe counter-intuitively, he also believes that this means it is more important than ever to understand the things that don't change - and put those to use when thinking about business strategy and portfolio management.

Benjamin loves people - and that likely includes you. Please don't hesitate to reach out if there's something you can do together.

Mark Beal
CFP®
Marietta, GA
Firm
Baer Wealth Management
Fee Structure
Fixed
Biography

After several years in commercial banking as an underwriter and analyst, Mark Beal decided to pursue a career that would allow him to combine his passions for financial planning and helping others. He had an interest in these two areas from a young age, when his mom was an SBA lender and his dad was a small business owner. He gained a lot of insight by watching them, who they worked with and how they helped people.

Today, Mark works for Baer Wealth Management, an independent Registered Investment Advisory firm in the metro-Atlanta area. As a Personal Wealth Advisor, he gets to help successful business owners and families bring clarity to their complex financial situations. The most rewarding part - getting to see people realize their dreams.

Mark graduated from Clemson University in 2011 with a major in Accounting and a minor in Finance. In 2015, he completed the Executive Program for CFP® Certification at the University of Georgia's Terry College of Business. He has been featured in the Atlanta Business Chronicle as a rising star in finance.

Acting as a fiduciary, clients can feel confident knowing that every decision Mark makes is based on what's in our clients' best interest. Matching investment and financial planning strategies to a client’s goals. Helping professionals, families and business owners realize financial independence.

Mark enjoys living in Historic Roswell with his wife, Lindsay, and dog, Banks. He is an avid Clemson Football fan and enjoys traveling, and running/hiking with his dog.

Joe Faxio
Atlanta, GA
Firm
Morgan Stanley
Biography

Joe Faxio joined Morgan Stanley in May of 2015, following 8 years of successful client engagement roles as a Financial Advisor with Merrill Lynch &TD Ameritrade. Throughout his career, Joe’s focus has been to be a value-add to his clients and their families by providing financial planning, investment management and access to capital. 

His practice aims to be a resource to entrepreneurs, executives and business development professionals. Joe is active in the community through ministry and volunteering. He is an active member of Church of Chapel hill and has served as a Youth Pastor and mentor at New Birth Missionary Baptist church.  

Joe received his BA from Morehouse College in Political Science (2002) and his MBA in Finance & Entrepreneurship from Emory University (2015). He and his wife, Tomesha reside in South Fulton, GA with their two children.

Steve Blankenship
Atlanta, GA
Firm
Heritage Financial Planning
Biography

Steve Blankenship, a CERTIFIED FINANCIAL PLANNER™ professional, is the founding principal of Heritage Financial Planning in Grapevine, Texas; Dallas, Texas; and Atlanta, Georgia. Steve founded Heritage Financial Planning in order to be a beacon among the overwhelming quantity and all too often biased financial advice that is prevalent in the marketplace today. “Heritage is a different type of financial planning firm in that we provide our clients with advice and planning that is customized to their individual situations, dreams and realities.” Steve says that he likes to think of each client’s situation as being similar to a fingerprint; unique to each individual. Heritage embraces this reality and aspires to provide the best financial advice available customized to each individual’s particular situation.

In order to provide the most objective and best suited advice to its clients, Steve insisted that Heritage be operated as a Fee-Only firm. “By working in a Fee-Only manner, we are able to remove conflicts of interest regarding compensation since we do not receive any commissions or sales incentives for the strategies we recommend.” This model has received national acclaim from experts in personal finance including the likes of Jonathan Clements and Jane Bryant Quinn.

Steve earned a Bachelor of Business Administration degree from Baylor University, where he majored in Financial Services and Planning and was awarded “Most Outstanding Student in Financial Services and Planning.”*

Prior to founding Heritage Financial Planning, Steve worked in a variety of positions in the financial planning industry including the Wealth Management practices of both Ernst & Young, LLP and Arthur Andersen, LLP. He also served clients at Quest Capital Management and State Farm Insurance earlier in his career. Steve’s wide range of experience has allowed him to work with and be mentored by four planners who were ultimately named to Worth Magazine’s Top Financial Advisors in America.

Steve is a member of NAPFA (National Association of Personal Financial Advisors) the nation's largest association of fee-only financial planners and FPA (Financial Planning Association).

Steve enjoys spending time with his wife, daughter and two young sons. When he’s not in the office, Steve enjoys fishing and, during the fall, cheering on his Tennessee Volunteer football team.

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