Let's move forward. Together.

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.

Amanda began working for UBS Financial Services in November 2008 and has 14 years of financial services experience. Prior to joining UBS, she worked for Merrill Lynch with her father, 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 so as to personalize every 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 a room parent for both of her kids' classrooms and hosts family dinners for both sides of the family twice a week. Amanda uses her down time by working out, dancing, cooking, and spending time with friends and family.

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.

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.

Will graduated from Samford University in Birmingham, Alabama, majoring in Finance and Marketing and furthered his studies in Entrepreneurship at the University of Georgia. Upon graduation, Will began his career with UBS as a Financial Advisor at the UBS Wealth Advice Center in Charlotte, North Carolina. He developed a robust foundation in financial services and investment management by serving 400,000 accounts nationwide.

In 2025, Will joined Compass Financial Advisors as a Wealth Strategy Associate, where he works closely with clients and the next generation. His comprehensive approach focuses on financial planning, investment management, retirement strategies, and liquidity events.   

Will currently resides in Atlanta and enjoys playing golf around the Southeast, spending time outdoors, and following his alma mater’s baseball teams.