Experience

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.

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..

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, and just welcomed a girl, in November of 2024. His California insurance license is 0F30916.

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. 

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.

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.