Independent financial advisory firm strengthens team by promoting from within and recruiting new, experienced talent
ATLANTA – Jan. 10, 2019 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced a promotion and two new hires in the past six months as the business continues to grow in its twenty-sixth year.
Jon Holmgren was promoted to Chief Operating Officer (COO), effective July 1, 2018. Holmgren served as Vice President of Business Operations since July 2017. He continues to be instrumental in streamlining the processes and procedures that enable the firm’s success. Holmgren oversees daily firm operations as well as helps define and execute the firm’s strategic path.
“Jon’s habit of excellence sets a high bar for the rest of the AFA team,” said Cathy Miller, MBA, CFP®, CRPS®, CDFA™, Principal at Atlanta Financial. “We greatly value his efforts and congratulate him on this well-deserved promotion.”
This past summer, Michelle Thompson, JD, CFP®, CTFA®, joined Atlanta Financial as a Wealth Manager. Working with principal Julie Andrews, MBA, CFP®, AIF®, Thompson is a CERTIFIED FINANCIAL PLANNER™ and licensed attorney, receiving her finance degree from the University of North Carolina in Greensboro and law degree from John Marshall Law School. She has also earned her Certified Trust and Financial Advisor (CTFA) designation.
“Michelle’s desire to work with individuals and families seeking financial guidance comes from a very personal place,” said Julie Andrews, Principal. “She understands how to balance the inherent difficulties of a blended family with the complexities of estate planning, which is helpful to many clients.”
Atlanta Financial welcomed Client Services Manager, Damita Jennings to the team in July. Jennings is charged with handling a wide variety of operational duties including client service, trading and new business activities. She is also helping the firm to leverage their new technology that has recently been implemented to help elevate the client experience at Atlanta Financial.
“In just a short time, Damita has made a positive impact with our clients and her colleagues,” said Rick Henderson, Principal. “We see a bright future at AFA for Damita and are excited to watch her grow professionally.”
Atlanta Financial’s success is built on establishing trusting relationships, a commitment to clients’ success, and a depth of expertise across the financial industry. Through many years of market cycles, shifts and turns, the firm has remained a leader in wealth management solutions due, in large part, to the best team in the business. Holmgren’s promotion and the hiring of Thompson and Jennings strengthens Atlanta Financial as the firm continues to work towards “Making Life’s Journey Richer” for both their clients and their staff.