Finding your true direction

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Brian entered the financial services industry upon graduation from the University of Georgia in 1991. As a Financial Advisor, Brian has received in-depth training and possesses a vast knowledge of wealth management solutions. He understands that each client has unique needs and works diligently to customize solutions tailored to each individual.

In 2020, Brian co-founded Compass Financial Advisors, a financial services team that supports clients' journeys with comprehensive financial plans, active portfolio management, and legacy planning. By working with a team, Brian ensures the highest level of knowledge, client service, and succession planning. Brian and his team are results-driven and always client-focused.

Brian and his wife, Christy, have been happily married since 1996. They have two children and reside in Sandy Springs, GA. The Davids are passionate about sports, especially UGA football and the Atlanta Braves. They are actively involved in their church, school, and community. Recently, Brian has developed an interest in collecting and enjoying wines, with Italian wines being his new favorite.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Bobby began his career in the financial services business in December 1984 at Prudential-Bache. He originally formed a mentoring and partnership arrangement with his grandfather, Frank Lesser, who successfully served clients as a financial advisor for 25 years. After his grandfather retired, Bobby refocused his business from one based on selling investments to a financial planning centered practice which better matches his personal business philosophy. He later joined UBS in November 2008. Bobby teamed with Michael & Amanda in the Spring of 2008 to form the Goldstein Levi Group. Amanda & Bobby married in April 2012.

Bobby is an Atlanta native living near his extended family which is very important to him. He spent four years in New Orleans attending Tulane University where he received a BA in Sociology. In addition to his formal degree, Bobby earned the UBS title of "Wealth Advisor" in 2009 and the CEPA credential as a Certified Exit Planning Advisor in 2022.  

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Certified Exit Planning Advisor

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Amanda began working for UBS Financial Services in November 2008 and has 21 years of financial services experience. Prior to joining UBS, she worked for Merrill Lynch with her father & mentor, Michael Levi. Amanda brings tremendous value to each client and prospective client relationship through an insightful financial planning process. She gets to know everyone's unique story and personalizes each family's investment plan based on their specific goals.  She received her BBA in Finance from the University of Georgia in 2002 and her CFP® ® in 2008. Amanda and her father Michael partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Amanda has lived her entire life in Atlanta, GA and enjoys being with her family as much as possible. She is active for both of her kids' schools and hosts regular family dinners and events. Amanda spends her down time by exercising, volunteering, cooking, and spending time with friends and family.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• CERTIFIED FINANCIAL PLANNER
• Certified Exit Planning Advisor

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Todd Kennedy began his career as a financial advisor with UBS in 1993. Todd's areas of focus include retirement planning centering on the importance of asset allocation and diversification. Todd's attention to detail and service-driven approach has been the cornerstone of his business. Todd works primarily with high net worth individuals and their families with intricate investment planning needs. Todd is an avid athlete. He enjoys playing tennis and competing in various triathlons throughout the Southeast. Todd and his wife Debbie have three children and reside in Sandy Springs, GA.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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Understanding what matters most
Ernie became a financial advisor in 1981 to help people pursue their life goals. He’s always been interested in learning what money means to each client—their hopes, their values and their concerns.

Ernie employ a comprehensive financial planning process to design plans that are clear, understandable and straightforward. Using a consultative approach, he seeks to put clients on a pathway to helping them achieve their specific goals.

A key area of focus for his practice is retirement planning. He is experienced at creating investment portfolios designed to support a retirement that could last 25 years or more.

Ernie serves as a Stephen Minister, helping people who are in crisis. Through this experience, he’s developed a strong discipline for listening, which is crucial when handling people’s wealth.

His career in financial services began in 1981, when Ernie interviewed with a regional firm in Atlanta and was offered a job on the spot. He’s been with UBS since 1994.

Outside the office
Ernie has been a kickboxer since 2008, which helps keep him physically and mentally sharp. He enjoys collecting wines, particularly Italian vintages. He and his wife, Elizabeth, have taken several trips to Europe, including searching for new wines in Italy.

His community involvement includes serving on the board of the Chattahoochee Nature Center and volunteering at the Atlanta Humane Society. Ernie also helps people with crisis management through the Stephen Ministry.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Investment Management Analyst
• Chartered Retirement Planning Counselor

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Billy Kleinhoff is an Investment Associate at UBS, where he works closely with individual clients and supports a team that manages relationships and delivers comprehensive investment advice and services to high-net-worth families. In his role, Billy performs a wide range of responsibilities and provides streamlined, day-to-day support to ensure an exceptional client experience. Billy serves as a dedicated resource for client needs and concerns, helping coordinate solutions and maintain strong, trusted relationships. His collaborative approach and attention to detail allow his team to focus on delivering tailored investment strategies aligned with each client’s goals.

Billy graduated from Southern Methodist University with a Bachelor of Business Administration, concentrating in Finance. He holds both the Series 7 and Series 66 securities licenses and has been with UBS since 2002.

He resides in Dunwoody, Georgia, with his wife, Lindsay, and their two daughters.

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Noelle began her career in the financial services industry as a Compliance Specialist at a boutique fixed income broker dealer in Miami, FL. After 2 years she decided to leave the institutional side of the business and enter retail as a Client Service Associate at Morgan Keegan where she received her Series 7 and Series 66 licenses. In 2012, she moved to Atlanta to join The Goldstein Levi Group. As the team’s administrator, she manages the day to day tasks and ongoing projects for our clients, as well as providing in depth support for client relationship building.

Noelle graduated from Florida International University with a BBA in Finance and is fluent in Spanish.  In her free time she enjoys being with her husband, Miguel, and their son, Ian.

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Will graduated from Samford University with degrees in Finance and Marketing and furthered his studies in Entrepreneurship at the University of Georgia. He began his career at UBS as a Financial Advisor in the UBS Wealth Advice Center in Charlotte, North Carolina, where he gained valuable experience working with a diverse client base.

In 2025, Will joined Compass Financial Advisors as a Wealth Strategy Associate. He works closely with clients and the next generation of investors, delivering thoughtful, comprehensive strategies across financial planning, investment management, retirement planning, and liquidity events.  

Based in Atlanta, Will enjoys spending time outdoors and playing golf throughout the Southeast.