Kate Withrite is from Rochester, New York. After attending Lee University, she moved to Atlanta to join Northwestern Mutual in 2007 with her husband, Lorenzo. Kate and Lorenzo have three lively children – Loren and the twins, Lina and Layla. She enjoys watching her husband coach basketball at Chattahoochee High School and her girls participate in extracurricular activities (basketball & cheer). Kate loves working in her garden and traveling (internationally and domestically) with her family. The Withrite Family has been particularly impacted by and continues to support Cross Church.

Kate specializes in the following areas:

• Comprehensive Financial Planning
• Investment Operations & Execution

Kate has earned the following professional credentials:

• CERTIFIED FINANCIAL PLANNER™ Professional 
• Charter Financial Consultant (ChFC®)
• Chartered Advisor for Senior Living (CASL®)
• Retirement Income Certified Professional (RICP®)

Ashley Gross is from Orlando, Florida. Once she graduated from the University of Central Florida in 2008, she moved to Atlanta, Georgia. Georgia was where she lived for seven years and started her family with her husband, Dave. Ashley and Dave have been married for over 11 years and have two animated children – Tripp and Izzy. Ashley and her family reside outside of Charlotte, North Carolina. Ashley is an enthusiastic football fan. She hopes to take the kids to all 32 NFL stadiums to see pro football games. Ashley also loves working out, traveling, and snow skiing. Their family attends Forest Hills Church in Waxhaw, North Carolina. Ashley is passionate about serving at Operation Christmas Child with Samaritan’s Purse along side her life group through church.

Ashley Specializes in:

• Operations
• Managing the insurance and investment side of the practice
• Overseeing workflow

Ashley has earned the following professional credentials:

• Certified Long Term Care (CLTC®)

Blake Vincent is from Woodstock, Georgia. He attended the University of Georgia and graduated in May of 2019 with a degree in Financial Planning. Blake is an avid college football fan; he especially loves cheering for the Dawgs. He enjoys smoking BBQ and spending quality time with his friends and family. Blake is passionate about supporting Casa de Abby, an organization run by his aunt and uncle.

Blake specializes in the following areas:

• Financial Planning
• Investment Operations

Blake has earned the following professional credentials:

• CERTIFIED FINANCIAL PLANNER™ Professional 

Jillian Perry was born and raised in Duluth, Georgia. She graduated from the University of South Carolina in May of 2021. Jillian appreciates a good book and long runs with her mini golden doodle, Zoe. She also enjoys cooking and spending time with her family and friends. Jillian is excited about continuing to expand her knowledge in this industry and in the business.

Jillian specializes in the following areas:

• Marketing
• Client Services

Darice Henry lived in Philadelphia, Pennsylvania until July of 2022 when her and her son, Maasai, moved to Atlanta, Georgia. She graduated from Temple University. Darice enjoys sewing, dancing, and traveling. She especially loves to spend her free time with family and friends. Darice is passionate about giving back, specifically to the homeless community. Darice is excited about continuing to expand her knowledge in this industry and in the business.

Darice specializes in the following areas:

• Account Management
• Retirement Planning

Jalisa Jordan was born and raised in Jonesboro, Georgia. She graduated with a BBA from Clayton State University in 2019. She loves singing, shrimp, and watching YouTube, and she would love to travel more in the future. She is passionate about Music Ministry, and she is excited to be one of the new members of our team!

Jalisa specializes in the following areas:

• Client Services

Jessica Hadder is from Boca Raton, Florida, and moved here in December 2022. She graduated from Palm Beach State College in June 2020 with an Associate of Science Degree. Jessica has a golden cocker spaniel named Calla that she loves to hike with, and she also enjoys ocean fishing, wineries, NFL football (go Dolphins), staying fit at the gym, and eating sushi. She supports St. Joan of Arc Catholic Church and Boca Helping Hands.

Jessica specializes in the following areas:

• Client Services
• Scheduling

Jessica has the following license:

• Insurance, Life and Health

Chris Armstrong was born in Winnetka, IL outside of Chicago. He graduated from the University of Iowa in 1995, and he moved to Georgia in 2013. He has four children, one son and three daughters, and a significant other named Kasey. He enjoys weight training, music, reading, and spending time with his family, and he looks forward to travelling more both in the US and abroad.

Chris Armstrong will be working for Fidelis as an Investment Specialist and Portfolio Analyst. He specializes in Asset Allocation, Portfolio Construction, and Manager Research and Selection. He is a Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®).