Providing personalized support to help your business reach its potential.

Our mission is to provide an environment where you can reach your personal and business goals. We are by your side helping you navigate your way through our ever-changing industry to build the practice of your dreams. Our success stories prove that our approach works. Here's why. 

Face-to-Face Interactions – All of our advisors are within 3.5 hours driving distance from Atlanta so we can be in your office to offer support and guidance. Our coaching is enhanced by meeting one on one. Our geographical proximity allows us, advisors and staff, to meet individually and as a group to learn from and support each other.

Strong and experienced leadership – Glenn Williams, President, has been an individual producer and leader for 30 years. As a successful advisor, he has been on the front line working with clients and knows what it takes to run a successful business. He provides one-on-one coaching and consulting helping advisors grow their revenue. Kristy Lungwitz, Advisor Relationship Manager, has more than 20 years' experience working for and with advisors in all areas of operations. She has the personal knowledge that comes from doing the job herself. She provides advisors and their staff with operations, technology and compliance consulting along with problem resolution skills to help grow their bottom line.

Group expertise – It is said that you emulate those around you. Here you operate in an environment of successful advisors. Members of our practices hold an unusually high 26 professional designations. You will be associated with like-minded professionals who have high standards and are willing to share their experience, knowledge and expertise.

A robust open-architecture Wealth Management Platform – Our WMP puts you in charge of managing client accounts. Commissions or fees, advisor-managed researched models, alternatives, ETFs, individual securities – you have it all on one easy-to-use platform with no proprietary products.

A BD that's in our cornerWoodbury Financial Services, a member of the Advisor Group, provides us with advanced technology, a vast array of products, services and support. Their MyCMO Marketing program and consultants can help create marketing and social media strategies and campaigns. Their fast-track service access gives you direct access to support and service areas including advanced sales and product specialists.