JULIANNE F. ANDREWS
MBA, CFP®, AIF®
Julianne Andrews co-founded Atlanta Financial Associates in 1992. With more than 25 years of experience in the financial planning industry, Julie demonstrates her unparalleled commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement.
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’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life. She dedicated herself to helping clients capitalize on the good times and deftly navigate the bad. She realizes life’s journey isn’t always a smooth one, but is committed to working hand in hand with her clients to make their life’s journey richer.
Senior Wealth Managers
Senior Wealth Manager
Janis has been helping clients and families manage their financial lives since 1992. While helping clients with tax planning and preparation, Janis realized that there was so much more she could do to help. At that time, many clients were using a broker instead of an adviser. Janis draws the distinction between a broker, whose job it is to sell you something, and an adviser, who is a financial partner helping you make good financial decisions.
Senior Wealth Manager
Chris was drawn to the financial planning business because he enjoys helping people make better financial decisions. Financial stress and uncertainty are some of the biggest causes of anxiety for individuals, within marriages and for small business owners. Chris believes much of this worry is unnecessary and can be alleviated through partnering with a trusted financial professional.
As a Wealth Manager with Atlanta Financial Associates, Charles’s client-centered focus and constant thirst for knowledge have 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, plan for retirement and their children’s education, and assisting retirees with tailored income strategies.
Harrison’s position as a Wealth Manager with Atlanta Financial Associates allows him to combine a love for finance with a passion for helping others succeed. This combination provides an opportunity to assist clients with achieving their long-term financial goals. Harrison spends the majority of his time working to guide pre-retirees successfully to and through retirement, in addition to assisting current retirees with personalized income strategies.
JD, CFP®, CTFA®
Michelle joined the Atlanta Financial family in July 2018 as a Wealth Manager bringing with her a background as an estate planning and elder law attorney.
Michelle’s desire to work with individuals and families seeking financial guidance comes from a very personal place. In her last year of law school, her mom passed away unexpectedly.
Andrew Shannon joined the Atlanta Financial team in January 2018. Previously, he worked as a Client Service Associate at another independent Atlanta firm. Currently, Andrew is a Senior Financial Planning Assistant and works closely with Cathy, Julie and their teams to handle the pre- and post-meeting processes as well as preparing and updating clients’ financial plans.
Client Services Manager
Damita Jennings joined Atlanta Financial in July of 2018 as a Client Service Manager. She has a wide variety of duties that include managing special projects, billing and client service activities. Damita has spent her entire career living the credo behind her favorite business book, The Obstacle is the Way: The Timeless Art of Turning Trials into Triumph.
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.
Account Services Associate
Kayla joined Atlanta Financial in August 2018 as an Account Services Associate. She proactively handles needs of the Wealth Managers and Principals related to the management of their client relationships. Kayla also maximizes client engagement through building lead generation systems and sales funnels.
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.
Chief Operating Officer
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.