Our Team

Principals

Julianne AndrewsJULIANNE F. ANDREWS
MBA, CFP®, AIF®

Principal
Phone: 770.261.5385
Fax: 770.261.5381
E-mail: jandrews@atlantafinancial.com
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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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Rick HendersonRICK HENDERSON
CPA, CFP®, AIF®

Principal
Phone: 678.327.0251
Fax: 770.261.5381
E-mail: rhenderson@atlantafinancial.com
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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.

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CATHY C. MILLERCATHY C. MILLER
MBA, CFP®, CRPS®, CDFA™

Principal
Phone: 770.261.5382
Fax: 770.261.5381
E-mail: cmiller@atlantafinancial.com
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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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Associate Advisors

Harrison Fant HARRISON FANT
CFP®, AIF®

Associate Advisor
Phone: 678.397.1769
Fax: 770.261.5381
E-mail: hfant@atlantafinancial.com 
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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. 

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Ryan McPherson RYAN McPHERSON
CFP®

Associate Advisor
Phone: 678.282.0296
Fax: 770.261.5381
E-mail: rmcpherson@atlantafinancial.com 
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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.

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Charles Crowley CHARLES CROWLEY
CFP®

Associate Advisor
Phone: 770.261.5393
Fax: 770.261.5381
E-mail: ccrowley@atlantafinancial.com
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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.

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Financial Planning Coordinator

Christopher Pena

Financial Planning Coordinator
Phone: 678.327.0249
Fax: 770.261.5381
E-mail: cpena@atlantafinancial.com 

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.

 

 

Account Services

Spencer Weresch
Account Services Associate
Phone: 770.261.5383
Fax: 770.261.5381
E-mail: sweresch@atlantafinancial.com 

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 Certified Equity Professional (CEP). He works closely with Julie handling client inquiries regarding their investment accounts and processing any necessary investment paperwork to ensure the highest level of client 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 in addition to being a licensed insurance agent for life/accident/sickness and variable products. In his spare time, Spencer enjoys playing tennis and golf and fishing.

Michael Nguyen
Account Services Associate
Phone: 770.261.5384
Fax: 770.261.5381
E-mail: mnguyen@atlantafinancial.com 

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.

Sahil Khetani
Account Services Associate
Phone: 770.261.5396
Fax: 770.261.5381
E-mail: skhetani@atlantafinancial.com 

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.

Kassi Conley
Account Services Associate
Phone: 770.261.5331
Fax: 770.261.5381
E-mail: kconley@atlantafinancial.com 

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.