Consulting for retirement plans and organizations.

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Harris is one of the primary partners of Trillium Partners of UBS.  Harris has spent the last 25 years working with institutional clients to provide financial benefits to employers and their 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 has spent his career helping construct, design, and lead clients to their retirement goals.  Harris believes in the power of financial literacy and education.

 Harris is a graduate of the University of Georgia. 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. 

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 going to see live music, playing golf, hiking, rooting on the Bulldogs and spending time with his wife, two children, and his dog Benjy.

• 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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Laura has been with UBS since 2001, bringing over 23 years of industry experience. Known for her sharp listening skills and problem-solving approach, she delivers personalized service to clients navigating major life transitions—whether it's selling a business, retiring, or adapting after a major life event like divorce or widowhood (suddenly single). Laura steps into her clients’ shoes, understanding their unique needs, and builds tailored strategies to help them achieve their goals. Her commitment to financial planning goes beyond the basics, providing holistic solutions that cover every aspect of their financial life.

Certified as an Exit Planner (CEPA®), Laura specializes in helping business owners and their families transition out of their companies, ensuring a smooth process both financially and emotionally. With additional credentials like the Series 7 and 66, as well as her Portfolio Management Professional (PMP) certification, she’s well-equipped to deliver comprehensive wealth management.

Beyond her work, Laura serves on various boards, including the Fellowship of Christian Athletes. She's actively involved with organizations such as the MIT AgeLab, Arete, and the Women Presidents’ Organization. She and her husband, Rob, are proud parents of four children—Parks, Tyler, Patton, and Carson—and in her free time, she loves playing tennis, traveling, playing with their dogs and enjoying quality 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, 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.
• Forbes Top Women Wealth Advisors Best-in-State, 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.
• 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

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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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Cory is a highly experienced financial professional with a diverse background in corporate retirement plans, institutions, and business owners. He specializes in designing and managing both qualified and non-qualified retirement plans, providing tailored financial strategies to meet the unique needs of businesses and their employees. Cory is also passionate about employee financial education, ensuring that teams are equipped with the knowledge to secure their financial futures. In addition, Cory offers expert investment and tax planning strategies to help business owners maximize their after-tax income. 

After spending the first 7 years of his career in public accounting, Cory joined UBS in 2013. He has experience with corporate, non-profit, and ERISA plan audits, as well as individual, entity, trust, and estate taxation. This broad expertise allows Cory to offer comprehensive financial guidance, ensuring that both personal and business financial objectives are met effectively. Cory has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Retirement Plans (CRPS™) designation from the College for Financial Planning, Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute 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 and his wife, Carrie, live in Dunwoody, GA with their three children Nathan, Evelyn and Caleb. On the weekend, you can find Cory playing music in the Dunwoody area or at a neighborhood social gathering.

• 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

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Originally from NC, Justin moved to Atlanta and joined UBS in 2006. Through his 20 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. This is why he loves to come to work everyday – hearing backstories, developing trusting relationship and empowering clients to accomplish the goals they set out for themselves.  He provides comprehensive financial planning as a service to bring all aspects of their lives together. In addition to financial planning Justin serves as the investment manager for all client portfolios.  He 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 joined UBS in 2010 and brings 17+ years of experience in the financial services industry to her client’s. She works with high-net-worth individuals and families by helping with all facets of a client’s financial picture. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Betsy develops comprehensive financial plans and customizes each plan for each client, considering their unique situation, goals, and needs. She is passionate about educating women clients and helping them understand investing. Her parents divorced while she was very young. Soon after, her grandmother was widowed and lived with her and her mother. She understands the unique challenges facing anyone who is going through these circumstances.

Betsy is a graduate of Kennesaw State University with a Bachelor of Business Administration. She has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the University of Georgia, Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance, and Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning®. 

Outside of work, Betsy enjoys spending time with her husband and son. In the spring and fall of the year, they can usually be found at the baseball field watching their son whose favorite positions are pitching and first base. Betsy and her family are longtime members of Browns Bridge Church located in Cumming, Georgia.

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

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

In 2008 Julie moved to Atlanta as the 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 and distribution side of the financial industry, but missed working directly with financial advisors and helping clients reach their goals.  This led Julie to transition her career to a Regional Business Development and Teaming Coach at Janney Montgomery Scott prior to returning home and joining UBS once again as the chief operations officer for Trillium Partners. 

Julie earned her BBA from Georgia College and State Univeristy and has been in the financial services industry for 38 years.  She is using her decades of experience and skills as a Pareto Certified Financial Advisor Coach to assist our team in delivering a superior client experience.  Outside of work, Julie has volunteered with the Lukemia and Lymphoma Society for over three decades and in three different states.  She has also served on the Board for the Girl Scouts of Eastern South Carolina.  Julie cheers for the Atlanta Braves and the Georgia Bulldogs and enjoys spending time with her family which includes four grandchildren.

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Jasmine began her career at UBS in June 2021 as a client service associate assisting our Wealth Management clients. Today, she works on both sides of the business overseeing the institutional relationships of the UBS Financial Wellness Program. Jasmine works closely with institutional leadership and human resource professionals to create effective strategies for increasing adoption of the Financial Wellness Benefit, which includes planning educational seminars and events for retirement plan participants. On the retail side, 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 2024, Jasmine set out to start the Atlanta Chapter of the UBS Young Professional Network. In her first year as the co-chair, Jasmine has been able to coordinate service opportunities for the UBS offices in Atlanta, as well as host social networking events for her UBS colleagues. She looks to continue partnering with local non-profits to grow the organizations reach and make a meaningful impact across the City of Atlanta. 

Jasmine holds her Series 7 and 66 licenses. She joins us from Georgia Southern University, where she was a Parker Business Scholar and graduated with two BBA degrees in Finance and Business Management. She was involved in many organizations across campus and was Georgia Southern’s first Latina to be crowned Homecoming Queen in 2020. She is and a member of the CFA Society of Atlanta.

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Austin joined UBS in 2023. In his primary role, he assists in all client-service efforts such as account maintenance, asset allocation, and preparing portfolio reviews for institutional relationships and individual clients. He collaborates closely with advisors to streamline the investment process and foster strong client relationships. Prior to joining UBS, Austin worked at McKinsey & Co and Northwestern Mutual, and held various roles from Junior Associate to Investment Operations & Planning Specialist.

If you are familiar with Austin, you know he is very passionate about financial education for the next generation. Austin is a problem solver who prides himself on providing the kind of market insights that make an impact on individuals’ lives. He enjoys studying financial markets and publishing interesting market insights in a way that is digestible for the masses.

Austin attended the University of Tennessee, Knoxville 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. He also has earned the Chartered Retirement Plans Specialist (CRPS®) designation, representing knowledge in various aspects of retirement planning.

Austin is an Atlanta native. In his free time, he enjoys playing a round of golf and is an avid guitar player.

• University of Tennessee, Knoxville, B.A. Economics

• Chartered Retirement Plans Specialist℠

A native of Jamacia who grew up in South Florida, Karen joined UBS in 2016 and has been in the financial industry for 18 years.  After attending The American College for Applied Arts for Fashion Merchandising, Karen went on to work for luxury brands as Estee Lauder, Christian Dior and Neiman Marcus - in Management, Sales, Training and Event Planning. 

Seeking a more work life balance, Karen started as a Client Concierge for a wealth management brokerage firm. In the years that followed she has had the opportunity to hone her administrative and client service skills, by striving to provide an excellent and memorable experience for our clients, by working on the Institutional Consulting, Wealth Management, and Event Planning sides of our team. 

Along with being a former member of Toastmasters International, Karen is an avid history buff and bibliophile who enjoys historical fiction and exceptional orator's, spending time with her husband, two children, three grandchildren and any beach with a sunset. 

• The American College for Applied Arts, Fashion Merchandising