Our Team

Our highly competent and sophisticated team provides service and support that is second to none. In everything we do, we deliver diligent effort, precise execution, and an unwavering adherence to our values. Our team works together cohesively, integrating each professional’s unique gifts to serve our clients with excellence. We deliver timely service and consistent follow through, and we’re available whenever you need guidance or support. With deft attention to detail and a commitment to common goals, we ensure your wealth is tended with the utmost care.

 

Gregory S Mayfield , CFP®, RICP®, CLU®, ChFC®

Private Wealth Advisor and Co-Founder

Office 770-246-8354


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Matthew O Goodwin , CLU®, CFP®

Private Wealth Advisor and Co-Founder

Office 404-846-3052


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Katie M White

Wealth Management Associate

Office 404-846-3057


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Katherine L Withrite , CFP®, ChFC®, RICP®, CASL®

Wealth Management Associate

Office 770-246-8365


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Ashley N Gross , CLTC®

Operations Specialist

Office 770-246-8471


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Blake Vincent , CFP®

Wealth Management Associate

Office 770-771-0617


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Jillian Perry

Marketing and Client Service Associate

Office 770-771-0609


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