Insight-based advice

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Lige and his 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 business liability awareness 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. He is also an education partner with the Family Business Excellence program through the Cox Family Enterprise Center at the Coles College of Business.

In addition to his professional career, Lige is passionate about serving the community, especially medical and children’s causes. Lige is a member of the Emerging Leaders Board and Circle of Care for Children’s Healthcare of Atlanta, whose efforts have focused on pediatric neuroscience research, advancements in the critical care unit, and childhood obesity. Lige also serves on the Legacy Leadership Council for Children's Healthcare.  He is a member of the Buckhead Christian Ministry (BCM) investment board and an Athens Academy Alumni Board Member.

Lige and his wife, Dana, have three children and attend Peachtree Presbyterian Church. In 2015 Lige will be enjoying his 12th year coaching baseball and football at the Northside Youth Organization (NYO Sports) where he has received the Positive Coaching Alliance Coach of the Year honor. 

• Forbes/SHOOK Best-In-State Wealth Advisors, 2019, 2022

• 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 Springdale Park elementary GO Team, the Budget and Finance Advisory Committee (BFAC) for Atlanta Public Schools, the Board of Directors for the Delta Beta Alumni Chapter of Theta Chi Fraternity and is the chapter’s Alumni Advisor.  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 youth baseball, basketball and flag football.

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

• Chartered Financial Analyst®
• Senior Portfolio Manager

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• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• NC
• NH
• NJ
• NV
• NY
• OH
• PA
• PR
• RI
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• VA
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Brittany is a Financial Advisor and Certified Financial Planner™ (CFP®) at UBS.  In coordination with her team, G2 Wealth Management, 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 now and in 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 recently relocated to Los Angeles where she works in the Beverly Hills office.  While operating out of LA, she successfully maintains client relationships on both coasts. Her hobbies include traveling, cooking and spending time with her friends and family.

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

• CERTIFIED FINANCIAL PLANNER™

Jeanette focuses on simplifying clients 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.

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.  

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