An experienced and committed team

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.

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.

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.