Experience

Mike's role as senior client relationship manager includes providing investment advice and wealth planning to the group's clients. He is responsible for analyzing clients' objectives, determining strategic portfolio allocations and monitoring investment progress.

Mike has significant experience and success understanding and working with individuals' and families' often complex and unique situations and circumstances.

Mike's background includes graduating with high honor from Georgia Tech's School of Management.  He completed study at the Wharton School of Business at The University of Pennsylvania attaining the Certified Investment Management Analyst (CIMA®) designation.

Mike and his wife Leslie live in the Atlanta area. They are proud parents of three grown children.

Mike has extensive experience counseling, guiding and managing the team's clients through the constantly evolving environment of the financial markets. These clients include individuals, families, and businesses.

One of Mike's special focuses is retirement planning. He serves as a consultant to many of our corporate clients by advising them on appropriate retirement plan strategies and structures as well as guiding trustees through their fiduciary obligations. He has attained the designation of Chartered Retirement Plan Specialist (CRPS (r)) as well as the Accredited Investment Fiduciary (AIF) which demonstrate his knowledge and competency in the areas of retirement plans and fiduciary responsibility.

Mike is a current member of Shallowford Presbyterian Church where he serves on the churches endowment committee and is past chairman. He is an alumnus of Georgia Tech where he lettered in football and golf. He and his wife live in John's Creek.

Having spent most of her professional career in the investment industry, Alexandra enjoys the opportunity to spend a large percentage of her time with client facing administrative and operational responsibilities.

Her prior experience includes serving as the Branch Administrator for a large financial services firm in Atlanta, GA.  In that role, Alexandra supervised the training and daily activities of the sales support staff, and handled the branches technology and human resources requirements.

Since that time, she has focused her efforts and skills on developing and delivering a "concierge" level of service to the team's clients and their families.  Alexandra serves as their primary administrative resource.

She is a graduate of Emory University in Atlanta.  Alexandra's time outside of work is occupied with her three growing children, James, Caroline and Reid.