Consulting for retirement plans and organizations.

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Harris works with institutional clients to provide financial benefits to members and employees. He specializes in the complexities of trusteed assets and provides sophisticated advice for individuals and fiduciaries. As an Adjunct Instructor for Augusta University, he teaches courses to students and professors. He also leads seminars at colleges, trade organizations and district meetings.

Harris is a graduate of the University of Georgia, and serves as a partner of Trillium Partners after joining in 2000. He has earned numerous prestigious industry certifications, including the Certified Investment Management Analyst designation from the Wharton School of Business and the Chartered Retirement Plans designation from the College for Financial Planning. Additionally, Harris has attained a PlanSuccess Certification in Behavioral Finance from the Center of Behavioral Finance.

Outside of work, Harris volunteers his time and resources to Habitat for Humanity, the Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta, and the Leukemia & Lymphoma Society. In his personal time, he enjoys spending time with his wife and two children.

• Barron's Top 1,200 Financial Advisors, 2015
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 50 Institutional Consultants, 2020The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Forbes Best-in-State Wealth Advisors, 2019, 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.
• NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from June to August of the award year.
• PLANADVISER Top Retirement Plan Advisers, 2013, 2014, 2015, 2016, 2017, 2021, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

• University of Georgia

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Certified Investment Management Analyst®
• Chartered Retirement Plans Specialist℠
• Senior Retirement Plan Consultant

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Laura joined UBS in 2001 and has over 20 years of experience in the industry. Leveraging her natural strengths of listening and problem solving, she offers highly personalized service. She specializes in helping clients who are 'suddenly single': divorced or widowed, and couples entering retirement. By putting herself in the client’s shoes, Laura is able to provide customized solutions to help them meet their goals. Her passion for personal, tailored service and ability to efficiently handle specific needs help set her and the team apart. Dedicated to providing holistic financial and retirement planning for complex situations, Laura helps with all facets of a client’s financial picture.

Laura holds the Certified Exit Planner® (CEPA®) designation and seeks to help business owners and their families benefit from their lives’ work. Within the firm, she is a Portfolio Management Professional (PMP®). In addition to these achievements, Laura holds FINRA Series 7 and 66 securities licenses and is also a licensed insurance agent in the state of Georgia. Laura has been recognized as a Forbes Best-In-State Wealth Advisor for the state of Georgia, Forbes Top 200 Women Wealth Advisors, Barron’s Top 100 Women Financial Advisors, and Working Mother Magazine's Top Wealth Advisor Moms. 

Laura serves as chairman of the board for the Fellowship of Christian Athletes and serves on the Children’s Healthcare of Atlanta’s legacy advisor board. She is also actively involved with organizations such as the MIT AgeLab, Arete, Women Presidents' Organization (WPO), The Women's Collective advisory board, and the Atlanta Athletic Club (AAC) Finance Committee. She and her husband, Rob, have four children— Parks, Tyler, Porter and Carson—and make their home in Peachtree Corners, GA. Her passions outside of work include playing tennis, reading, CrossFit, and spending time with her family on Lake Oconee.

• Barron's Top 100 Women Advisors, 2015The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 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 Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.
• PLANADVISER Top Retirement Plan Advisers, 2021The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• University of Georgia, B.S. Psychology

• Certified Exit Planning Advisor
• Senior Portfolio Manager

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Originally from NC, Justin moved to Atlanta and joined UBS in 2006. Through his 18 years in the financial services industry, he brings a wealth of knowledge and experience to serve clients. He is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and a Certified Private Wealth Advisor (CPWA®) professional. Justin is a graduate of the University of North Carolina at Chapel Hill with a B.A. Economics and B.A. Management and Society. He holds his FINRA Series 7 and 66 licenses.

Justin develops and builds relationships with high net worth individuals and families. The foundation for these relationships is built through listening and understanding the uniqueness of each client’s needs and circumstances. He provides comprehensive financial planning as a service to bring all aspects of their lives together. In addition to financial planning Justin specializes in asset allocation, portfolio construction and risk management, and investment manager selection and evaluation.

Justin, his wife and three children reside in Atlanta with their black lab. Outside of the office he enjoys fishing, hunting and spending time with family and friends. He also volunteers his time as a coach for his kids’ sports teams.

• University of North Carolina at Chapel Hill, B.A. Economics, B.A. Management and Society

• CERTIFIED FINANCIAL PLANNER™
• Private Wealth Advisor

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Betsy is a native of Atlanta and joined Trillium Partners in 2010. Betsy works with high net worth individuals and families by helping them manage every aspect of their financial picture. As a  CERTIFIED FINANCIAL PLANNER (CFP®), Betsy develops and maintains comprehensive financial plans. Betsy customizes each plan for each client, taking into account their unique situation, goals, and needs. She plays an essential role in onboarding new clients, and servicing important long-standing relationships. Betsy also lends her expertise by providing education to our 401(k) plan participants. In addition to earning her CFP® from the University of Georgia, she attained the Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. Outside of work, Betsy enjoys spending time with her husband Steve and their son, Warren. Betsy serves on the Primrose Parent's Advisory Council and is passionate about multiple local charities, including the Humane Society of Forsyth County.

• CERTIFIED FINANCIAL PLANNER™
• Certified Fund Specialist®
• Chartered Retirement Plans Specialist℠

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Cory works with institutional clients to address communication needs, including employee education, retirement transitions and executive financial planning. As part of the team, he helps provide personalized service and investment management experience. With complicated benefits packages, there can be potential for complex tax consequences and plans sponsors need specialized advice. After spending 6 years as a public accountant, Cory joined UBS. He has experience in multiple areas including corporate & non-profit audits, individual, entity, trust, and estate taxation. Cory has earned the  CERTIFIED FINANCIAL PLANNER (CFP®) designation, the Chartered Retirement Plans designation from the College for Financial Planning and is a Certified Public Accountant (CPA) in the state of Georgia. He received his B.S. in Business Administration (Accounting) as well as his Master of Accountancy from Auburn University. Outside of work, Cory is an active leader in his church where he serves as the music leader for Sunday services. Cory and his wife, Carrie, live in Dunwoody, GA with their three children Nathan, Evelyn and Caleb.

• Auburn University, BS in Business Administration (Accounting)
• Auburn University, Master of Accountancy

• Institutional Analyst, UBS Institutional Consulting Program
• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plans Specialist℠

Karen joined UBS in 2016 with over 12 years of financial industry experience, along with an extensive background of over 25 years in retail sales, management  and event planning. After attending The American College for Applied Arts for Fashion Merchandising, Karen went on to work for luxury retailers – Christian Dior, Estee Lauder, Neiman Marcus and Brooks Brothers in sales, management and event planning. As an accomplished professional and a proven facilitator, Karen sets high standards and expectations to meet each advisor and providing white glove treatment to our client's in a timely, friendly, and proactive manner. She enjoys spending time with her husband Calvin, their two children, their three active grandchildren, writing on her blog, and any beach with a sunset.

• The American College for Applied Arts, Fashion Merchandising

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Steven joined UBS in 2018 as a Wealth Management Advisor and Financial Planner. Steven specializes in delivering tailored financial planning solutions to his clients in order to help them achieve their short term and long term financial goals. His main focus is educating clients through holistic financial planning. These solutions cover areas such as investment management, equity compensation, deferred compensation, retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation, as well as his Accredited Wealth Management Advisor (AWMA®) designation.

Steven is a graduate of the University of Mississippi where he earned his BBA in Management, as well as his MBA. He currently lives in Buckhead in the Peachtree Hills community, and is a golf enthusiast. He also expresses his love for the outdoors and education by sitting on the board of both the Safari Club International’s local chapter, and the Ole Miss MBA Program.

• University of Mississippi, BBA in Management
• University of Mississippi, MBA

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER™

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Jasmine joined UBS in October 2018 as a Senior Registered Client Service Associate, and recently became a member of the Trillium Partners team in December 2020. She has over 11 years of experience in the financial services industry from the firm, Wells Fargo and Merrill Lynch. Jasmine delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately. As a Client Service Associate, her favorite parts of the job are meeting with clients, helping them with our provided services and the opportunity for quick problem solving.

Jasmine has a B.A. in Finance from Georgia Southern University and holds her Series 7 and 66 securities licenses. She currently resides in Atlanta, GA with her husband. In her spare time she enjoys Atlanta sporting events, cooking, traveling to the beach and volunteering in her community.  

• Georgia Southern University, B.A. Finance

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Jasmine began her career at UBS in June 2021 as a client service associate. She is a recent graduate from Georgia Southern University where she was a Parker Business Scholar and graduated with two BBA degrees in Finance and Business Management. She now holds her Series 7 and 66 licenses, as is currently a Chartered Financial Analyst (CFA) Level 1 candidate. As a Client Service associate, Jasmine works closely with the advisors and team to make the investment process as smooth as possible all while building relationships with clients by anticipating their needs, solving problems, and delivering exceptional service. In her spare time, Jasmine enjoys visiting gardens, going to art museums, and spending time with her friends and family. She is also very passionate about spreading financial literacy to underserved communities.

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Anthony has been with UBS since 2018 and is a graduate of Georgia State University with B.A. in economics. He previously was working with the Wealth Advice Center at UBS focusing on equity award consultation and financial planning. Anthony has earned the Certified Financial Planner™ (CFP®) designation as well as holding the Series 7 and Series 66 licenses. His specialty is holistic financial planning, providing education as well as customized solutions for each of his clients. This process includes delivering guidance on all aspects of his client’s financial well-being and updating their financial plans as their needs change. Anthony is a California native and now calls Georgia home. He and his wife live in Atlanta and enjoy going to see local concerts, sporting events and volunteering at their church in Buckhead.

• Georgia State University, Bachelor's degree, Economics