Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Kusiel Profile Photo

    David B. Kusiel, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    As the team leader of The Kusiel Lapp Group, David has 28 years as a Financial Advisor, and is a Certified Investment Management Analyst (CIMA®). David was formerly a CPA. He received his BBA from Emory University, 1984.

    David brings a wealth of experience to the Kusiel Lapp Group.  He provides customized service to our clients with an emphasis in developing asset allocation and implementing these strategies through selection and monitoring of appropriate money managers.  David helps corporate executives manage their options and restricted stock plans and coordinates tailored investments solutions for high net worth families.

    David is very active in the community and he is currently on the Board of The Marcus Jewish Community Center and previously served on boards at the Juvenile Diabetes Research Foundation, Emory University Business School, and The Standard Club.  He is an avid tennis player and also enjoys golf and travel.  David and Jennifer live in East Cobb and have two children.

        • Certified Investment Management Analyst®
        • Senior Portfolio Manager
        1200 Abernathy Road
        600 Northpark Town Center
        Atlanta, GA 30328
      • Jeffrey Lapp Profile Photo

        Jeffrey Lapp

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
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        Jeffrey has over 18 years of experience as a Financial Advisor. Jeffrey received his BBA in Finance, from Ohio University, and graduated in the class of 1999.

        Jeffrey specializes in developing comprehensive financial plans, which includes creating portfolios based on client objectives, as well as developing estate plans, retirement plans, and education plans.  Jeffrey also assists corporate clients with retirement plans.

        Jeffrey is active in the community and serves as President of the board for the ALEF FUND. He has previously served on the board for the Marcus Jewish Community Center.  Jeffrey and Mara live in Sandy Springs with their two children.  Jeffrey enjoys spending time with kids and traveling.

            • Senior Portfolio Manager
            1200 Abernathy Road
            600 Northpark Town Center
            Atlanta, GA 30328
          • Joshua Hayes Foy  Profile Photo

            Joshua Hayes Foy, CRPC

            Senior Client Associate

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            • AL
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            Hayes graduated in May 2010 from Auburn University. He graduated with a degree in Finance and Entrepreneurship and Family Business. As a member of The Kusiel Lapp group, Hayes enhances client experience by helping clients and providing operational and administrative support to the team. Hayes enjoys getting to know our clients by helping them fulfill a variety of client service needs, such as access to UBS online services, account opening and transfers to UBS, tax reporting and cash management activities including checks, wires, retirement plan distributions, and loan disbursements.

                • Chartered Retirement Planning Counselor℠
                1200 Abernathy Road
                600 Northpark Town Center
                Atlanta, GA 30328

              The Year Ahead - Sustainable Investing

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

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