Our Team

Greg grew up in a military family, where his father served in the United States Air Force. Home was where his family was. After graduating from Florida State University, Greg moved to Atlanta, Georgia.  He and his lovely wife, Jodi, have been married for over 26 years. They started their family in 1998 and over the next six years they had five spirited children – Will, Gracelyn, Maggie, Kate, and Wayne. Greg is a three-time IRONMAN Triathlete. He enjoys golfing, music, and spending intentional time with his family. He is passionate about staying active and traveling. Greg and Jodi attend Perimeter Church and support YoungLife, Navigators, Cafe1040, and Compassion International.

Greg is a Co-Founder of Fidelis Private Wealth Partners, a private (boutique) wealth strategy and financial planning firm based in Atlanta, Georgia. Greg aims to know clients and provide actionable wisdom that drives higher probability outcomes.

Greg specializes in the following areas:

• Comprehensive Financial Planning
• Retirement Income and Distribution Planning
• Integrated Wealth Management
• Estate Planning
• Insurance Planning (Life, Disability & Long-Term Care)
• Business Succession Planning
• Executive Benefits ad Incentivization Planning

Greg has earned the following professional credentials:

• CERTIFIED FINANCIAL PLANNER™ Professional 
• Retirement Income Certified Professional (RICP®)
• Chartered Financial Consultants (ChFC®)
• Chartered Life Underwriter (CLU®)

Matt Goodwin is from Atlanta, GA. He graduated from The Westminster Schools in 1991 and from Duke University in 1995. Matt served as an infantry officer in the United States Marine Corps from 1996-1999. He was assigned to 2nd Battalion 5th Marines, the Corps’ most decorated battalion. He has been married to his treasured wife, Ashley, for over 23 years. Together, they are blessed to have 5 vibrant children - Caleb, Eli, Naomi, Hannah and Rebecca. Matt is an avid University of Georgia football fan, a wine collector, and a foodie. He is passionate about cooking and does everything from smoked barbecue to sous-vide pork tenderloin to Asian fusion to Italian. Matt enjoys hunting and fishing. He loves the western Rockies, and his favorite state to visit is Montana. He and Ashley dream about having a home there someday. Matt and his family attend Passion City Church, and they actively support several local, national, and international ministries. 

Matt joined the Northwestern Mutual in January of 2000. He is the Co-Founder of Fidelis Private Wealth Partners, a boutique wealth strategy and financial planning firm based in Atlanta, GA. Matt builds strong and meaningful personal connections, which lead to long-term, high-trust relationships with his clients. Matt specializes in the following areas:

• Wealth Management
• Comprehensive Financial Planning
• Estate Planning
• Insurance Planning
• Business Succession Planning
• Executive Benefits & Incentivization Planning

Matt has earned the following professional credentials:

• CERTIFIED FINANCIAL PLANNER™ Professional 
• Chartered Life Underwriter (CLU®)

Katie White is a Georgia native who attended Georgia State University. She has been married to her husband, Kevin, since 2020 and has two accomplished stepchildren. Luke is a recent graduate from the University of Georgia, and Spencer is an E4 Petty Officer in the US Navy. Katie is passionate about traveling (internationally and domestically), and she and her family are avid UGA fans. Katie also enjoys spending time with her family and friends and loves a good game night. After losing her mother-in-law to Alzheimer’s, Katie and her family began to support the Alzheimer’s Association.

Katie specializes in the following areas:

• Insurance and investment operations and execution
• Wealth Management

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