Our Team

Atlanta Financial has been recognized nationally and locally for our service to clients. We are experienced and credentialed with CFP®, CPA, JD and many other critical designations that allow us to serve you better. Most importantly, we are passionate about your family and your finances, and dedicated to your long-term success. 

It is our inclusive approach to your wealth and wellness that meets you precisely where you are that differentiates us from others in the industry.


Client Services