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Atlanta Advisors

Christian Koch
Atlanta, GA
Firm
KAMSouth
Biography

Best-Selling Author, Christian Koch, CFP®, CPWA®, RICP®, CDFA™ is recognized as one of the top thought-leaders and private wealth experts in the money management industry. He has co-authored the book, Get in the Game, which describes his unique four step investment process and five principles that can help individuals in the journey to be successful long-term investors.

When it comes to the investment consulting process and creating portfolios for retirement, every client needs an experienced wealth management professional. Christian Koch’s expert knowledge and approach to traditional investments, individual security selection, retirement income distribution planning and more, can help clients face the future and the intricacies of their investment portfolios with a fresh new outlook.

Christian has a unique investment process and a retirement planning system that has served clients for years: develop the vision, build the optimal portfolio, focus on distribution strategies and then evaluate wealth and estate transfer planning. He says asset location is extremely critical to maximizing efficiencies, especially during a slow-growth economy, and minimizing taxes are a significant component of success.

Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner™ professional, Certified Divorce Financial Analyst™, Certified Private Wealth Advisor® and Retirement Income Certified Professional ® designation, placing him in a select group of financial professionals.

In 2013, 2014, 2015 and 2016, Christian’s credentials and work was rigorously examined after which he was honored with a coveted Five Star Wealth Manager Award.

Christian is a past Board of Directors member of Rotary Club of Buckhead and is involved in the Harvard Business School Club of Atlanta.

Majid Hasan
Alpharetta, GA
Firm
Rock One Advisors, LLC
Biography

Majid Hasan is the Managing Director of Rock One Advisors. Over the last 7 years, he has assisted clients that enjoy delegating financial tasks by offering advice, account reconciliation and providing tax advantage strategies. He has passed both NASD Series 7 and NASD Series 66 exams. Since beginning his financial services career in 2006 with Automated Data Processing, Majid has come to understand the dedication and hard work required for a leadership role in the industry. In 2008, he transitioned into the Global Wealth Management with Merrill Lynch and learned to create portfolios and develop comprehensive financial plans for affluent individuals. Majid also has worked with E*TRADE Financial where he educated insiders, senior management and employees eligible for equity compensation by explaining the importance of portfolio diversification by liquidating concentrated stock positions.

At Rock One Advisors, Majid is responsible for managing the assets of high net worth individuals and has developed effective wealth management strategies. Those who have worked with Majid commend his insight and honesty. Majid’s main objective is to educate clients to clearly identify and understand their values as well as recognize what motivates them. He believes it is his duty to enlighten clients and assist them in sifting through the financial chaos and abundance of information in an effort to help them make sound financial decisions.

Majid draws from an extensive management and marketing background including, but not limited to, Co-Founder of Right Track Healthcare, a residential treatment facility for at-risk youth in Durham, North Carolina and College Marketing Representative for Universal Music Group. Majid has also been credited as a platinum producer for Bad Boy Records in working with Sean ‘P-Diddy’ Combs composing a ballad for Mary J. Blige called “Friends” on her Love and Life LP among other artists. Majid enjoys volunteering and giving back to his community by supporting organizations like Relay for Life, Driving for Knowledge, Voter Registration and Blood Drives with the American Red Cross. Majid is a member of the Omega Psi Phi Fraternity. He is a graduate of North Carolina A&T State University and the University of Phoenix where he obtained a Masters in Business Management. Majid resides in Alpharetta, Georgia with his wife Alicia and their two boys, Trey and Caleb. His family enjoys playing sports and traveling together. Majid is an avid reader and enjoys music production, a passion he has had for the past 13 years.

Robert Bordett
Atlanta, GA
Firm
Collaborative Practice & Mediation Services, Inc.
Biography

A Certified Financial Planner and Certified Divorce Financial Analyst, Robert (Bob) Bordett has long helped couples, families, and businesses make sound financial decisions through Alternative Dispute Resolution methods. Bob serves in the capacity of financial neutral and is a Registered Mediator and Registered Arbitrator with the Georgia Commission on Dispute Resolution.

In addition to his collaborative and mediation practice, Bob is Senior Vice President of Consolidated Planning Corporation, an Atlanta investment advisory firm. He is an active member of the Association for Conflict Resolution and the Association of Family and Conciliation Courts. He is also active with the Collaborative Law Institute of Georgia and the International Academy of Collaborative Professionals, having served on their boards as well.

Bob brings his experience, expertise, compassion and commitment to resolve financial issues in ways that are non-adversarial, fair and in the best interests of all.

Whether dealing with couples who are in dispute, separated or divorcing, or with family members in conflict over assets, Bob encourages his clients to brainstorm creative solutions to their differences. This results in greater ownership of the solution by everyone involved, and a greater chance for its success.

Along the way, Bob will provide one or more professional services including financial discovery (documentation/division of income, expenses, assets and debts); organization of finances; budget development; analysis of earning power; identification of personal vs. marital property; creation of alimony and child support models; evaluation of wills, estates, endowments and bequests, etc. Equally important, Bob presents the tax consequences of any decisions his clients may make – consequences they may not know about.

As a mediator, Bob enables couples or family members to talk with each other openly, directly and even informally, guiding them to agreement on their financial issues. When mediation is court-ordered, he may also caucus (meet) with each party separately as he continues to negotiate matters between them. At the end of the mediation process, Bob drafts a “memorandum of understanding” summarizing the agreement.

David Edmond
Atlanta, GA
Firm
Shurwest
Biography

David Edmond is the Founder of Edmond Financial Group and a licensed financial professional from Atlanta GA. David Edmond is also the owner of Buylifeinsuranceinatlanta.com. David Edmond helps middle class consumers build personal pension plans…….so that they never run out of money and live a stress free lifestyle. On April 25, 2016 COEA recognizes David Edmond as a top professional in Financial Services – Atlanta, GA.

Simply put, David and his team strive to be their client’s trusted advisor. As a financial advisory firm, their primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Edmond Financial Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. They are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

As a firm, David and his team's focus is to understand client goals and develop a plan to reach them. They will meet with clients to present an analysis and discuss their recommendations. Together, they implement the recommendations and monitor their clients' progress. From here, they will plan regular meetings with clients to assess the progress toward their goals and, when necessary, will make adjustments to their financial plan.

Helen Ngo
CFP®
Atlanta, GA
Firm
Capital Benchmark Partners, LLC
Fee Structure
Fixed, Hourly
Biography

Helen Ngo, a CERTIFIED FINANCIAL PLANNER™ professional, began her career at Raymond James in 2008 at a private practice in Atlanta, working with a team of advisors manage over $500MM in assets. In an effort to expand her knowledge and skills, she moved to Tampa, FL and entered Raymond James’ Financial Planning Residency Program, a rigorous 2-year curriculum designed to sharpen a financial advisor’s expertise in investment management, asset preservation, and financial planning strategies.

Gaining much experience working with advisors in Florida and Atlanta, Helen formed an independent practice, Capital Benchmark Partners, LLC, to dedicate more time with her clients and focus on helping professionals in the fields of law, consulting, dentistry and medicine to build their wealth. Furthermore, she specializes in business planning for women entrepreneurs.

Helen holds a Bachelor of Arts in Economics and Mathematics from Emory University and is an active alumna. In her leisure time, Helen enjoys practicing aerial acrobatics, traveling, and spending quality time with her close friends and family.

Renee Weese
CFP®
Atlanta, GA
Firm
Nora Wealth Advisors, LLC
Fee Structure
Fee-Only
Biography

Renée Weese is Managing Member at Nora Wealth Advisors, LLC. Nora Wealth provides financial planning and investment management through a uniquely focused life goals approach.

Renée personally works with successful executives, professionals, business owners and their families on a fee-only basis to align solid financial plans with life goals and to provide guidance and investment management along the way.

Renée brings to her clients a unique business perspective, as well as valuable insights into making successful life transitions, both personally and professionally.  Prior to starting her practice in 2007, she enjoyed a 20-year career with Hartford Financial Services Group, most recently as President of Omni Insurance Group, a subsidiary of The Hartford.

Renée holds a Master’s Degree from the Goizueta Business School, Emory University, and earned her Financial Planning Certificate from the Boston Institute of Finance, Boston University. She is a registered Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNER TM.

Renée has been featured for her personal experience and insights on CNN.com, in newspapers across the country and in More magazine.  She is a recent op ed contributor to the Atlanta Business Chronicle. An Atlanta native, Renée is actively involved in the local arts and business communities.

Wally Nichols
Roswell, GA
Firm
Asset Guidance Group, LLC
Fee Structure
Fixed
Biography

Wallace R. Nichos, MBA, JD, is the managing member of Asset Guidance Group, LLC. He is an Investment Advisor Representative of First American National Advisors, a Registered Independent Advisor (“RIA” or “FAN”). Wally founded Asset Guidance Group, LLC enable the client to experience a truly hands-on service boutique, someone the client can truly communicate with and work with on numerous levels. 

Wally works with retirement income issues for boomers and the elderly. A licensed attorney practicing also in trust creation and estate planning, Wally focuses on investment opportunities that work well for equity appreciation but also for fixed-income strategies and alternative investment strategies for building income streams and total-return models for portfolio allocation.

For 20 years, Wally has successfully helped clients obtain the compensation they deserve for losses caused by others, develop wealth accumulation, asset, legacy planning, asset transfer strategies, and probate/fiduciary litigation. He has developed wealth accumulation, protection and transfer strategies to ensure distribution of wealth in accord with clients’ intentions and preserve their estates and legacies. Lastly, he is committed to protecting their rights against creditors and predators to the fullest extent of the law.

Wally is a Member of WealthCounsel, ElderCounsel, is an accredited practitioner before the United States Department of Veterans Affairs, the National Association of Elder Law Attorneys, the American Association for Justice, the National Association of Consumer Advocates, the 9th and 11thUnited States Circuit Courts of Appeal, the U.S. District Court of Arizona, the U.S. Bankruptcy Court of the District of Arizona, the U.S. District Courts for the Northern and Middle Districts of Georgia and associated Bankruptcy Courts, and the District of Columbia. Wally is also licensed by the States of Arizona and Georgia to sell Life and Health Insurance. Wally holds the Series 7 and 66 securities registrations and is registered with the State of Georgia as an Independent Advisor Representative.

Adam Ibrahim
Alpharetta, GA
Firm
D'Meza Wealth Management Group
Biography

Adam focuses his attention on enhancing the client experience. He serves an integral role in helping clients plan their financial future by developing and analyzing customized investment planning reports. Adam works with athletes and he oversees day to day operations and growth of sports and entertainment.

Adam joined the D’Meza Wealth Management Group in January of 2012. Adam focuses his attention on enhancing the client experience. He serves an integral role in helping clients plan their financial future by developing and analyzing customized investment planning reports. Adam works with athletes and he oversees day to day operations and growth of sports and entertainment.  Adam is a graduate of West Virginia University with a major in Biology and a minor in Communications, Adam also received a Master's in Business Administration (M.B.A.), and Masters of Healthcare Administration from Marshall University.

With close to 30 years of combined experience in the financial consulting industry, Adam and his team are fully invested in their clients. Adam assists clients in the attainment of their life ambitions and the management of their wealth. Simply stated, Adam helps his clients accumulate, distribute, preserve and ultimately transfer their wealth. In order to do this, John and his team focus on their clients’ life events and assist their clients in articulating their goals and defining their objectives.

Adam enjoys golfing, reading, Thundering Herd Football, and spending time with his family and friends. Adam also enjoys being involved with charities and supports The Rally Foundation for Childhood Cancer Research.

Patrick Renn
Atlanta, GA
Firm
The Renn Wealth Managemant Group, Inc.
Biography

Patrick Renn is the founder and President of The Renn Wealth Management Group, and has more than 35 years of experience in the financial services industry.

As a Certified Financial Planner™ practitioner for more than four decades, Pat has been dedicated to helping his clients pursue their financial goals by guiding them through the detailed planning process set forth by the CFP Board of Standards. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

As a Chartered Life Underwriter since 1975, Pat also understands the important roles that life insurance and estate planning play in the lives of his clients. Pat is the author of the best-selling book, “Finding Your Money’s Greater Purpose: How to Make Your Legacy Count” and has appeared on Fox, ABC, and CNN as a financial educator and speaker.

Pat finds great fulfillment in being able to serve people, their families, their charities and their communities in a positive and lasting way. He enjoys helping high-net-worth business owners and professionals leave a lasting legacy by making the most of charitable giving.

Before establishing The Renn Wealth Management Group in 2000, Pat served as vice president of Consolidated Planning Corporation in Atlanta. He holds a bachelor’s degree in business administration from Villanova University and an MBA from Loyola University. In addition, he holds the Advanced Pension Planning certificate from The American College, and the Investment Management Consultant designation from Raymond James Institute.

Pat has a long history of serving on the boards of professional, community and charitable organizations. He has served as president of the Financial Planning Association’s Georgia chapter and the Atlanta Midtown Rotary Club. He has been on the board of the Society of Financial Service Professionals’ Georgia chapter, the Georgia Planned Giving Council, The Schenck School, and Special Olympics Georgia. He also served as a board member and endowment chair of Holy Innocents’ Episcopal School, and as junior warden and endowment chair of the Cathedral of St. Philip. He is a member of the Atlanta Estate Planning Council and the endowment chair of the Alliance for Christian Media.

Pat began his life in Kavalla, Greece, where he lived until the age of 10. Today, he lives in Atlanta with his wife, Suzi. They have two grown sons. In his free time, Pat’s leisurely pursuits include travel, golf, fly fishing and wing shooting.

Josh Cochran
Atlanta, GA
Firm
Cochran Wealth
Biography

Josh’s background is in investment analysis, and was awarded the CFA charter in 2012. He began his career at Merrill Lynch in Greensboro, North Carolina, where he started his CFA studies. He continued to learn the investment management process at Merrill Lynch’s Private Banking & Investment Group in Atlanta before becoming an Associate Wealth Management Advisor at Fifth Third Private Bank.

Josh earned his B.S. in Finance with a minor in Economics at the University of North Carolina at Greensboro. During his time in college, Josh led the Future Financial Professionals group as President, and was awarded with an Achievement and Leadership award upon graduation. He was asked to be the key speaker for the UNC Greensboro Accounting and Finance Graduating Banquet.

Josh resides in the Old Fourth Ward/ Poncey Highlands neighborhood of Atlanta with his wife, Johanna, who is an attorney specializing in immigration law. Josh is an avid reader, loves great coffee, and enjoys trail running, hiking and the outdoors.

Corey White
PMP
Atlanta, GA
Firm
Pearson Investment Management, LLC
Fee Structure
Fee-Only
Biography

Corey White is the President & Founder of Pearson Investment Management, LLC. With over 10 years of investment experience, Corey is passionate about reducing fees and providing independent investment management services free of conflicts of interests. Pearson Investment Management currently serves clients from Hawaii to Virginia and leverages the latest & greatest in financial technology platforms to provide modern, low-cost solutions for clients' portfolio management and financial planning.

Pearson Investment Management was formed to offer their clients solutions to many of the problems presented by larger firms. They eliminate conflicts of interest and have fiduciary responsibility in serving their clients.

Given their independence, Corey and his team have the ability to leverage a much wider breadth of products - low cost ETFs, index funds, mutual funds, bonds, money market - that best fit their clients' goals & suitability rather than having to recommend and sell certain products which benefit a parent company or affiliate.

Ted Jenkin
Atlanta, GA
Firm
oXYGen Financial
Biography

Ted Jenkin is the Co-CEO and “social media ninja” of oXYGen Financial, a firm committed to helping their clients breathe easier® about life. Ted and his team are the first truly cost affordable modern day family financial office for people in the X and Y Generation hence the name oXYGen Financial. Their office experience is 180 degrees different than the traditional financial services office. They serve YooHoo, Tab, Cheerwine, and Mello Yello to bring you back to your childhood. They have video games like Donkey Kong and create a Starbuck’s like atmosphere so you feel at home.

Ted and his team help families focus on cash flow management and asset management. They offer financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax preparation, budgeting, and much, much, more

Ted is a featured columnist on the Wall Street Journal and can be seen on CNN/Headline News. He is also featured locally on 680 The Fan Sports Radio and NBC 11 Alive News. Ted has 25 years of experience and six advanced designations including the Certified Financial Planner degree.

Ted grew up in NJ (actually off of exit 8),Boston College grad, the best wife in the world Genna, three wonderful kids (Olivia, Lyla, and Louden) and now Milton, GA resident. Love tennis, working out, and running businesses.

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.

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