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Atlanta Advisors

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 provide 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.

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.

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.

Bryan Totri
Roswell, GA
Firm
St. John & Associates, Inc.
Biography

Bryan was the founder and principal of WellSpring Planning, LLC, a full service, fee-only financial planning firm, which was merged into St. John & Associates in early 2007. Bryan completed the requirements to become a CERTIFIED FINANCIAL PLANNERä professional in 1994 and has more than 28 years of experience in the financial services industry as a financial planner and investment specialist.

Bryan has a degree in business management from City College of San Francisco, studied economics at the University of San Francisco, and is a graduate of the Denver College of Financial Planning. He is on staff at the Continuing Education Department of Kennesaw State University where he has taught investment planning in the CFP program.

Bryan’s professional affiliations include the National Association of Personal Financial Advisors (NAPFA), National Association of Tax Professionals (NATP), the Georgia Chapter of the Financial Planning Association (FPA), the Institute of Divorce Financial Analysts (IDFA), the ElderCare Matters Alliance and the Estate Planning Council of North Georgia.

A past member of Rotary and Kiwanis, Bryan has also volunteered with Senior Living Services for the Elderly and provided financial planning services to members of the military. He and his wife Tamara have two sons, both of whom have served in the military. When not working, he enjoys working out, kayaking, scuba diving and martial arts.

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.

Michael Koenig
Atlanta, GA
Firm
FirsTrust, LLC
Biography

Michael Koenig is a 30+ year veteran of the financial service industry and the original Founder of FirsTrust, LLC; serving today as the firm’s CEO from its Executive Office in Atlanta. He is an Advisor to the firm's High Net Worth and Family Office clientele, and specializes in financial planning, trust & estate management and strategic asset protection. 

Mike was born in Denver, CO, and spent most of his life in Maryland and Florida. He is the former CEO of Congressional Financial Corporation in Washington, DC; Executive Director of American Benefits Corporation; and Financial Advisor at Capital Holding Corporation.

FirsTrust originated 1994 as a FinancialTeam of professionals whose expertise was tailored to the unique needs of affluent families. Much like the 19th century Family Offices of Morgan, Mellon and Rockefeller, FirsTrust provides similarly independent, fee-paid services to a broader scope of affluent families with the level of trusted advocacy and veteran expertise that was previously available only to the super-rich.

For over 20 years, Mike and his team have provided independent FinancialTeam services for multiple wealthy families, both large and small, domestic and international; including The Adi Dassler International Family Office and three generations of heirs to Adi Dassler; the founder of Adidas.

In addition to being a Certified Financial Planer, Mike is also a Certified Scuba Diver, an NRA Certified Firearms Instructor, and a Certified USA Boxing Coach who trains athletes for the US Olympic Boxing Team.

Kenyatta Myers
Atlanta, GA
Firm
Wells Fargo
Biography

Kenyatta Myers strives to become an investor and gain as much financial knowledge as possible. His passions are finance, fitness and fashion. Setting himself up and helping others become financially secure is something he aims to accomplish. His time working at Chase Bank has opened his eyes and allowed him to gain education from financial advisors about money and how to invest it and to let money work for his clients. He is looking to further that education to become a Financial Advisor and use his knowledge that he has gained while gaining more. 

Kenyatta is also a part time aircraft mechanic in the Air Force reserve. He chooses to serve his country because of the great pride it involves and also the great benefits being in the US military. The Air Force has strengthened his leadership skills and ability to take charge and go after what he desires.

Bill McVay
Atlanta, GA
Firm
Red Tortoise LLC
Biography

In 2007 Bill founded RDK Strategies to provide investment advice and business consulting services to financial institutions, endowments, foundations, corporations and pension funds. Prior to that he was Vice-President and a partner of financial software developer Zephyr Associates, the leading provider of style based investment analytics and Executive Vice-President of Financeware, Inc. Previously he was Co-Director of Investment Management Services for Legg Mason and the Director of the Investment Consulting Group where he developed and managed all retail and institutional consulting services, investment management research, client service programs, built and managed fee-based investment programs, investment advisory compliance systems, investment analytics, consulted with institutional clients and directed and oversaw the consulting activities of Legg Mason Financial Consultants. Bill also oversaw the managed futures and alternative strategies activities of Legg Mason Wood Walker, provided internal acquisition due diligence on investment advisory firms and was the President of LM Falcon Investment Strategies, Inc., a Legg Mason subsidiary specializing in developing alternative investment products and hedge funds.

Bill is a graduate of Southeast Missouri State University and holds the designations of Certified Investment Management Analyst (CIMA), Certified Investment Management Consultant (CIMC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a member of the Southeastern Benefits Education Network and the Investment Management Consultants Association where he served as a member of the Board of Directors, Treasurer and Vice-President. He has also served on the IMCA Industry Advisory Council and on the Consultants Performance Presentation Standards Task Force.

Jerrell Anderson
Atlanta, GA
Firm
PFS Investments
Biography

Jerrell Anderson is a District Leader with Primerica, a Main Street company for Main Street North America. Their mission is to help families earn more income and become properly protected, debt free and financially independent. The new Primerica has emerged as one of the most dynamic companies in business today. They are now the largest financial services marketing firm in North America.

Primerica helps people learn how to make their money work for them using simple financial concepts. The wealthy have used these principles for decades to achieve success, yet these concepts aren’t taught in schools. Primerica bridges that education gap, empowering the families they serve to make better financial choices and to use the products and services they offer to reach their goals.

Jarrell and his team take great pride in being a company dedicated to bringing common sense solutions to families from all walks of life.

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