“Even the intelligent investor is likely to need considerable willpower to keep from following the crowd.”
- Benjamin Graham

 

Our Team


Picture of Jon P. Houk

Jon P Houk, CFP®
Founder, Wealth Manager
Phone: (770) 859-0076
[email protected]

Picture of Curtis Hearn

Curtis Hearn, CFP®, MBA
Principal, Wealth Manager
Phone: (770) 859-0076
[email protected]

Picture of Joshua Swartz

Joshua Swartz, CFP®
Wealth Manager
Phone: (770) 859-0076
[email protected]

picture of Magda Richard
Magda Richard

Operations Associate
Phone: (770) 859-0076
[email protected]

photo of Brittany Teilhaber

Brittany Teilhaber

Client Service Coordinator
Phone: (770) 859-0076
[email protected]