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.
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.
Vice President of Operations
As a child, Jon's favorite question that he would ask to anyone who would listen was "Why?". His parents estimate that he has asked them that question over ten thousand times and still counting. He has carried over that inquisitive nature and desire to understand process into his role with Atlanta Financial where he is responsible for overall firm operations and high-level strategic projects. Jon's operational philosophy is based on an Aristotle quote that says, "We are what we repeatedly do. Excellence, then, is not an act, but a habit."
Jon has held a series of steadily progressing operations management positions with industry-leading firms. He holds the Series 7, 63, and 24 FINRA securities registrations through Commonwealth Financial Network. He graduated from Wichita State University with a Bachelor of Arts degree and later earned his Master's in Business Administration from the University of Texas at Dallas graduating with High Distinction.
Jon has recently moved to the Atlanta area from Dallas and is looking forward to sampling as many of the local restaurants as possible. He enjoys spending time with his wife, Ruby, and two dogs, Annie and Maximus Rex.
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 stay busy with their two children. She enjoys cooking, traveling, and spending weekends outdoors with her family and their two dogs.
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 his Series 7 and 66 securities registrations as a registered staff member with Commonwealth Financial Network. Additionally, Michael holds a Bloomberg Essential Market Sector certification, and has successfully completed his Bloomberg Equity Exam for BESS.
In his spare time, Michael is an active member of his church community. His hobbies include researching the financial markets, sports and lifting 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
Kimsey joined Atlanta Financial Associates in 2017 as an Account Services Associate. She works very closely with Julie to ensure all of her clients receive an elevated level of service. Kimsey currently coordinates the new client onboarding process, handles cashiering transactions and generates reports as well as paperwork for client meetings. She joins the team after her recent graduation from Georgia State University with a B.S. in Biological Sciences. Kimsey is currently working towards obtaining her Series 7 and 63 securities registrations through Commonwealth Financial Network.
Kimsey is from the Brunswick-St. Simons Island area but has resided in Atlanta for almost four years. Much of her time outside of the office is currently being occupied with planning for her upcoming wedding in October 2018. She enjoys hiking, attending concerts, and spending time outside with her fiancé, James, and dog, Stella.