Insight-based advice

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Lige and the team foster a dynamic, innovative culture providing privately held business owners and high net worth private-wealth relationships with customized ownership and liquidity strategy, forward-looking family education, and an understandable investment plan to protect their net worth and preserve their values. They do this by learning about your family and business history, your ideas and expectations now and for the future generations, and they work closely with your other trusted advisors. The outcome is an orchestrated strategy that includes customized family education, ownership and estate techniques, and investment management that allows clients to enjoy their financial independence.  As a senior relationship manager, Lige brings a highly personalized supervision over all aspects that business owners and families need from their advisor.

A native Georgian, Lige graduated from The University of Georgia with a B.B.A. in Finance. In addition to various securities licenses, he holds a Certified Financial Planner (CFP) certification, which is a testimony to providing all-encompassing financial advice and strategies to his clients.   Lige will be enjoying his third year being recognized as an industry leader, named to the Forbes Best-in-State Wealth Advisors list.

In addition to his professional career, Lige is passionate about serving the community, especially medical and children’s causes. Lige is a Foundation Board Trustee for Children’s Healthcare of Atlanta, whose efforts serve the entire pediatric community of Georgia. Lige also serves on the Legacy Leadership Council for Children's Healthcare of Atlanta.

Lige and his wife, Dana, have three children and two dogs.  They live in the Johns Creek community where their three children thrive in Athletics.  In 2023 Lige will be enjoying his 18th year coaching baseball and football at the Northside Youth Organization where he has received the Positive Coaching Alliance Coach of the Year honor.

• Forbes Best-in-State Wealth Advisors, 2019, 2022, 2023The 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.

• The University of Georgia, B.B.A. Finance

• CERTIFIED FINANCIAL PLANNER™

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As a Senior Portfolio Manager at UBS Financial Services, Inc., Mark has extensive experience in guiding clients through some of history's most volatile financial markets.  He has also been instrumental in developing the team's discretionary client allocations. Every client portfolio is customized by Mark, and he actively manages the strategies on a daily basis. Clients have peace of mind that their strategy is adaptable, regardless of market conditions. Mark also holds the Chartered Financial Analyst (CFA®) designation.

Mark was raised in Snellville, Georgia and attended the University of Georgia where he earned his B.B.A. in Finance and Management. Mark is a member of the CFA Institute, the Atlanta Society of Financial Analysts, the David T Howard Middle School Booster Club, and the Midtown High School Athletic Booster Club.  Mark and his wife, Laura, live in the Virginia Highlands with their three children: Kate, Patrick and Grant. In his spare time, Mark enjoys coaching baseball and basketball and is currently focused on developing a serviceable golf game.

• University of Georgia, B.B.A. Finance and Management

• Chartered Financial Analyst®
• Senior Portfolio Manager

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Brittany is a Financial Advisor and Certified Financial Planner™ (CFP®) at UBS.  She provides multi- generational financial planning to business owners and high net worth individuals.  The team’s process involves learning about the client’s family and business history, discovering their expectations for the future, and developing and executing a custom, holistic wealth management plan.  This process empowers the team to comprehensively advise the client on each transition in their life, while allowing the client to retain focus on what’s most important to them.

Brittany started her career with G2 Wealth Management as a Client Service Associate and quickly progressed to a Wealth Strategy Associate and now as a Financial Advisor.  Brittany’s previous positions affords her with a unique perspective of the business and how to best execute on strategies while maintaining the highest level of customer service.  

A native of Atlanta, Brittany graduated Summa Cum Laude from the University of Georgia with a B.B.A. degree from the Terry College of Business.  She and her husband, Eddie, recently returned to Atlanta from Los Angeles and welcomed their son, Grayson.  They enjoy spending time with family at Lake Oconee with their two golden retrievers.  

• University of Georgia Terry College of Business, B.B.A., Summa Cum Laude

• CERTIFIED FINANCIAL PLANNER™

Jeanette focuses on simplifying client's financial lives and strives to exceed their service needs. Her personalized approach is based on an understanding of every client's wants and needs, and making every interaction pleasant.  She acts as a close partner to Wealth Advisors and supports them proactively in new and existing client relationships.

Jeanette received her Master of Arts, English from Rosemont College and Bachelor of Science, Marketing from Philadelphia University.  She resides in Milton with her daughter, Hannah, and enjoys volunteering as a youth leader at church and cheering on her hometown Philadelphia Eagles and Sixers!  

• Rosemont College, Master of Arts, English
• Philadelphia University, Bachelor of Science, Marketing