JULIANNE F. ANDREWS
MBA, CFP®, AIF®
In 1992, Julie founded Atlanta Financial Associates with Cathy. Today, with more than 25 years of experience in the financial planning industry, Julie specializes in the financial needs of highly successful physicians, professionals, and individuals at or nearing retirement. Her expertise includes holistic financial planning, comprehensive wealth management, and asset protection and taxation strategies.
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CPA, CFP®, AIF®
Rick focuses on providing wealth management solutions to successful business owners, professionals, and corporate executives in the Atlanta metro area. Working closely with his clients, he helps them address their major concerns: building and preserving their wealth and independence, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and charitable giving.
CATHY C. MILLER
MBA, CFP®, CRPS®, CDFA™
Cathy has spent more than 25 years pursuing her passion for helping clients through periods of transition, including the unplanned transition of the loss of a spouse or divorce, the much anticipated transition of retirement, or the sale of a business. Cathy's clients include corporate executives, professionals, entrepreneurs, women in transition, and retirees. She utilizes state-of-the-art strategies in wealth management, financial planning, asset protection, and tax planning to help her clients build solid financial game plans for their future so that they might realize their goals and dreams.
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Harrison joined the Atlanta Financial team in September 2014 after working as a financial advisor with MassMutual Financial Group. He works closely with Julie handling client inquiries regarding their investment accounts and processing any necessary paperwork in order to ensure the highest level of client satisfaction possible. Harrison graduated from the University of Georgia in May 2013 with a BBA in finance. He holds Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®, in addition to being a licensed insurance agent for life, accident, sickness, and variable products.
A fascination with how people build and safeguard their wealth triggered Ryan’s initial interest in financial planning. Following several financial advisory internships during college, he joined a wealth management team at Morgan Stanley in 2007. Starting his career at the beginning of the financial crisis eventually proved invaluable as counseling clients during times of great economic turmoil served as an excellent teacher.
As an associate advisor with Atlanta Financial Associates, Charles's client-centered focus and constant thirst for knowledge has produced a distinct combination of competence and compassion for the clients he serves. His expertise includes strategies that span the generations. He spends the majority of his time helping pre-retirees accumulate wealth and plan for retirement and their children's education and assisting retirees with tailored income strategies.
Client Communications Coordinator
Angela joined the Atlanta Financial team as our Client Communications Coordinator in October 2016. Angela supports Atlanta Financial’s client relationships and handles all client communications, scheduling and event planning, while also ensuring the effective operations of our front office and facilities. She brings more than 20 years of office support and management experience along with superior organizational skills and a strategic focus to her role.
Prior to joining Atlanta Financial, Angela held office management roles for twelve years with a commercial real estate firm and seven years at a full-service investment firm.
A native of Orlando, Florida, Angela moved to the Atlanta area in 1997. When she isn’t working to keep us on top of things, she and her husband Frank stay busy with their two children, Cooper and Carolina. She enjoys cooking, traveling, and spending weekends outdoors with her family and their two dogs.
Financial Planning Coordinator
Christopher joined the Atlanta Financial team in April 2016 after working as a financial advisor with MassMutual Financial Group. Christopher graduated cum laude from Georgia State University in May 2013 with a BBA in Finance and a certificate in Personal Financial Planning. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 6, 7, 63 and 65 securities registrations through Commonwealth Financial Network, in addition to being a licensed insurance agent for life, accident, sickness and variable products. In his spare time, Christopher enjoys spending time with friends and family.
Senior Operations Project Leader
Spencer joined the Atlanta Financial team in March 2011 after working as a registered representative and equity compensation associate with E*TRADE Financial. Spencer is a Chartered Mutual Fund Counselor (CMFC®). As assigned by the Principals, he is responsible for spearheading projects related to our Account Services Department to develop improvements or create new processes that improve operational efficiencies and/or expand capabilities. In addition, Spencer continues to work closely with Julie ensuring clients have the highest level of satisfaction possible. Spencer graduated cum laude from Kennesaw State University in 2002 with a BBA concentrated in finance. He holds his Series 7 and 63 securities registrations as a registered staff member with Commonwealth Financial Network. Spencer is also a licensed insurance agent for life/accident/sickness and variable products. In his spare time, Spencer enjoys playing tennis, golf, and rooting for the South Carolina Gamecocks.
Account Services Associate
Michael Nguyen joined the Atlanta Financial team as an Account Services Associate in December 2016 upon graduating from Georgia State University with a B.B.A in Finance. Prior to graduating from college, he served as an intern at Atlanta Financial. Michael works closely with Rick and his team to handle client inquiries regarding their investment accounts to ensure a high level of client satisfaction. Michael currently holds a Bloomberg Essential Market Sector certification, and has successfully completed his Bloomberg Equity Exam for BESS. He is also in the process of achieving his Series 7 and 63 securities registrations to further enhance his ability to serve our clients. In his spare time, Michael loves to read, research and lift weights.
Account Services Associate
Sahil joined the Atlanta Financial team as an Account Services Associate in May 2016 upon graduating from University of Georgia with a BBA degree in Finance. Prior to graduating from college, he served as an intern at Atlanta Financial. He works closely with Cathy and her team to handle client inquiries and assist with account-related activities to ensure the highest level of service and client satisfaction. He holds his Series 7 and 63 securities registrations as a registered staff member with Commonwealth Financial Network, in addition to being a licensed insurance agent for life. Sahil is an avid sports follower; his favorite sports are football, basketball, baseball and tennis. Sahil deems it important for residents of every city to support their respective home teams, therefore he has pledged to root for the Atlanta Falcons, Hawks and Braves.
Account Services Associate
Kassi joined the Atlanta Financial team in March 2016 after working as an associate financial representative with Northwestern Mutual. She works closely with Julie and her team, handling client inquiries regarding their investment accounts and processing investment paperwork to ensure the highest level of client satisfaction possible. She holds her Series 7 and 63 securities registrations as a registered staff member with Commonwealth Financial Network, in addition to being a licensed insurance agent for life, accident and sickness. Kassi graduated from Georgia State University in 2014 with a BA in Political Science with a concentration in International Affairs. In her spare time, Kassi enjoys spending time with friends and family, keeping up with current events and politics, and attending the Atlanta Hawks' games.