Your life. Your wealth. Your future.

Pursue what matters most

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • DC
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    As the team leader of The Kusiel Lapp Group, David has 34 years as a Financial Advisor. 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 has previously served on boards at the The Marcus Jewish Community Center, 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.

        • Senior Portfolio Manager
        1200 Abernathy Road
        600 Northpark Town Center
        Atlanta, GA 30328
      • Jeffrey Lapp Profile Photo

        Jeffrey A. Lapp

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • CO
        • CT
        • DC
        • FL
        • GA
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        • IN
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        • NC
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        • OH
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        • RI
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        • VA

        Jeffrey has over 24 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 served as President of the board for the ALEF FUND. He has also 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
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            Cole Paschal

            Client Associate

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            • AL
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            • CO
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            • MI
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            • PA
            • RI
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            • VA
            • WI

            Cole graduated in May 2021 from University of Georgia. He graduated with a BBA in Finance. As a member of The Kusiel Lapp Group, Cole enhances client experience by helping clients and providing operational and administrative support to the team. Cole 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.

              • University of Georgia: 2021
                1200 Abernathy Road
                600 Northpark Town Center
                Atlanta, GA 30328

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              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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