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, 2023, 2024The 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 Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• NAPA Top DC Advisor Teams, 2021, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2013, 2014, 2015, 2016, 2017, 2021, 2022, 2023, 2024The PLANADVISOR rating is awarded in Q1 based on information from Q1 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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• NC
• NJ
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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 America's Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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 Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2021The PLANADVISOR rating is awarded in Q1 based on information from Q1 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

Cheryl joins us from Wilmington Trust where she spent the past 15 years, most
recently as a Wealth Advisor. With over 20 years of industry experience, she also has experience
as a Portfolio Officer at BNY Mellon under her belt. Cheryl is a Certified Trust & Fiduciary Advisor
and a Certified Divorce Financial Analyst. Over the next couple of months, Cheryl will be integrating herself into our team and pursuing her industry licensing exams. 

During her time as a Wealth Advisor, Cheryl worked closely with clients to provide the highest
level of service. She focused on developing close relationships with clients, including assisting
and preparing the next generation of family stewards. She acted as a liaison between her clients
and their other trusted professional advisors, creating a better and more efficient experience for
all. Cheryl strives to deliver personalized financial and fiduciary advice through anticipating the
unique circumstances of every individual, family, or institutional business client.

Cheryl is an Atlanta Native through and through and attended the Southern Polytechnic State
University. She has a passion for her philanthropic endeavors and volunteers with several nonprofit organizations, including the Special Olympics of Georgia, the US Special Olympics, and
the Atlanta Humane Society. In her free time, she enjoys spending quality time with her two
sons and 2-year old dog, Piper.

• Certified Trust and Fiduciary Advisor
• Certified Divorce Financial Analyst

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• CO
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• DC
• DE
• FL
• GA
• IA
• ID
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• IN
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• KY
• LA
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• MD
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• OK
• OR
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• WA

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℠
• Certified Exit Planning Advisor

• FL
• GA

Julie started her career in 1985 at Essex Company, later bought by J.C.
Bradford & Co., in her hometown of Macon, GA. She was known as the "Bond Girl" as she
spent her early days in municipal bond trading and underwriting. J.C. Bradford & Co. would
later be acquired by PaineWebber, which then was acquired by UBS Financial Services.

In 2008 Julie came to Atlanta as a Sales Manager for all the UBS offices in Georgia and then
became the Assistant Complex Manager of UBS in Atlanta. This was followed by her move to
Charleston, SC in 2012 where she managed two local branches for UBS. Julie later
transitioned into the Asset Management & Distribution side of the financial industry but
missed working with advisors and helping clients with their goals. This led her to her next
career transition where Julie spent the past two years as a Regional Business Development and
Teaming Coach at Janney Montgomery Scott prior to returning home and joining UBS once
again as a member of the Trillium Team.

Julie earned her BBA from Georgia College and State University and has been in the industry
for 38 years. She plans to use her experience, and skills as a Pareto Certified Coach, to assist
our team in delivering the best client experience and service to our clients. Outside of work,
Julie cheers for the Atlanta Braves and the Georgia Bulldogs and enjoys spending time with
her family, which includes four grandchildren.

Karen joined UBS in 2016 and has over 17 years of financial industry experience, along with 25 years in retail management, sales, training, 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, and Neiman Marcus. As an accomplished professional and a proven facilitator, Karen sets high standards and expectations for both the Wealth Management and Institutional Consulting sides of our team, by providing white glove treatment to our clients in a timely, friendly, and proactive manner. Karen is a bibliophile of historical fiction and non-fiction and an avid history buff who enjoys spending time with her husband Calvin, their two children, their three awesome grandchildren, and any beach with a sunset.

• The American College for Applied Arts, Fashion Merchandising

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• DC
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• OR
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• WI

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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• CA
• CO
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• DC
• DE
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• GA
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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.

• GA

Austin is a recent graduate of The University of Tennessee, where he graduated with a B.A. in Economics and a minor in Business Administration. He currently holds his Series 7 and 66 licenses, and is a Licensed Insurance Agent in the state of Georgia. Austin is also currently pursuing CFA charter holder as a Chartered Financial Analyst (CFA) Level 1 candidate. In addition to his professional education, Austin also participates in the community as a member of the National Association of Business Economics (NABE) and ForbesBLK. If you are familiar with Austin you already know that he is very passionate about teaching financial literacy and creating more equitable economies in underserved communities. He also enjoys studying investment markets and publishing interesting economic concepts in a way that is digestible for the masses.