Experience

Makes all the difference

Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies, designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life–taking into account your total asset and liability needs. We have been recognized by the Atlanta Business Chronicle as a premier advisor, and Forbes, as a Best-In-State Wealth Advisor for several years in a row in Georgia. We also helped engineer the creation of OakRing Wealth Partners, one of Forbes' top 100 teams in the nation. 

David Saltzman, CFP, CIMA, CRPC

Managing Director–Wealth Management

Dave is a Managing Director and founder of the Saltzman Wealth Management Group. Dave is a CFP®, CRPC, and attended the Wharton School of Business to complete his designation as a Certified Investment Management Analyst (CIMA®). With over 30 years of experience, Dave's goal is to develop long-term relationships with our clients, and to structure a financial plan tailored to help meet their objectives. Dave is the father of two daughters, Nicole and Samantha. In his free time, he enjoys golf, billiards, basketball, and most of all, spending time with his family. His California license is 0C49425.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
12600 Deerfield Parkway, #400
Alpharetta, GA 30004

Email Me

Christopher Guthrie, CRPC

Senior Wealth Strategy Associate

Chris is a native of Atlanta, and a Senior Wealth Strategy Associate with the Saltzman Wealth Management Group. Chris has nearly 20 years of experience, and his goal is to help guide clients through their most important financial decisions. Chris has obtained his Series 7, 66, 31 (managed futures), and is a Chartered Retirement Planning Counselor. Chris has been married to his wife, Dawn, since 1997. He is the father of two daughters, Alyssa and Jenna, and one son, Kyle. In his free time, he enjoys bowling, golf, softball, fishing, and spending time with his family..

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Credentials

  • Chartered Retirement Planning Counselor
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me

Lee Friedman, CFP

Senior Vice President–Wealth Management

Lee has over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee was a captain of Emory's national championship tennis team, and is also a AA1 ALTA City Champion. Lee and his wife Christine have two boys, with their newest addition having arrived August of 2022. His California insurance license is 0F30916.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Goizueta Business School at Emory University, Finance and Organization & Management

Credentials

  • CERTIFIED FINANCIAL PLANNER™
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me

John Coleman, CFP®

First Vice President–Wealth Management

John has been a Financial Advisor for 35 years. John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and was the manager of the Merrill Lynch office in Jupiter Florida prior to moving over to the UBS office to become the Branch Office Manager. John earned his Bachelor's Degree in Economics from the University of Florida in 1981. He is a Florida native and a former Professional Rodeo Cowboy. John served on the board of Carpenter's Way Ranch, a home for abused and abandoned boys for 14 years. He lives in Alpharetta with his wife of 41 years. John and Shea have 3 married sons and 6 grandchildren. 

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WY

Education

  • University of Florida, Bachelor's Degree in Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me

Monica Rosignoli Blalock

Client Associate

Monica is a client service associate (CSA) with Saltzman Wealth Management Group. She has over 30 years experience in the financial industry and her goal is to make sure that all of our clients' needs are taken care of efficiently and effectively. Monica is married to her husband Phil and they have 2 daughters. In her spare time Monica enjoys photography, scrapbooking and spending time with her family.

12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me

Madeleine "Maddy" Sosebee

Client Associate

Maddy is a Client Service Associate (CSA) with The Saltzman Wealth Management Group. She graduated from Brenau University in 2014 and has four years of financial experience. Her top priority is to ensure all of our clients' needs are handled efficiently and effectively. Maddy is a Georgia native and she lives in Ball Ground with her husband, Brian, and their three Beagles. In her spare time she enjoys bowling, golf, and fine arts.

Education

  • Brenau University
12600 Deerfield Parkway
Deerfield Commons
Alpharetta, GA 30004

Email Me