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.
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 attributes the success of Atlanta Financial, which she cofounded in 1992, to her ability to build trust and earn the confidence of her clients by managing both their emotional and economic concerns, especially in times of market volatility. Cathy’s commitment to her clients and profession has earned her a loyal clientele and recognition locally, regionally and nationally.
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.
Senior Financial Planning Assistant
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.
Andrew graduated from Western Kentucky University in December 2015 with a B.S. in Finance along with a Certificate of Financial Planning from WKU’s CFP® Board registered program. He is a licensed agent for Life and Health Insurance and his next career goal is to earn the CERTIFIED FINANCIAL PLANNER® certification to strengthen his financial planning knowledge.
Andrew currently resides in Sandy Springs but is a Roswell native. He is an active member of his church and outside of work, enjoys playing golf, hiking and fly-fishing especially in the western United States, and rooting the Kentucky Wildcats and Western Kentucky Hilltoppers to victory.
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.
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.
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. 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.