About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Dean Andersen, CFP®
Senior Financial Advisor
Dean is a CERTIFIED FINANCIAL PLANNER™ professional and has helped serve high net worth families for over thirty five years. He is a graduate of The University of Georgia with a BA in Economics.
In his free time, Dean helps counsel troubled young people. He also is the current office “best chili” award winner and took second place in the 2019 Livingston, MT Fourth of July parade, where he owns a retro fitted survival bunker. Dean lives in Atlanta and has one son.
Russ Broda, CFP®
Managing PrincipalCA Insurance License 0I89836, Resident State Georgia
Russ and his team were recognized as one of 2023 Forbes Best-in-State Wealth Management Teams.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Josh Watt
Senior Financial AdvisorIn his spare time, Josh enjoys golf, fishing and relaxing at the lake with his family. Josh resides in Atlanta with his wife and two dogs.
Diane L. Taylor, CFP
Senior Financial AdvisorCA Insurance License Number 4255867. Resident State FL.
Diane has been a Financial Advisor since 1995. She and her team desire to help clients achieve their financial goals and dreams. They endeavor to accomplish this through a disciplined planning process, combined with a long-term approach to investing, superior service, and relationship with their clients’ other trusted advisors.
Diane graduated Magna Cum Laude from Elon College, earning a bachelor’s degree in finance. She also studied economics in London, England at the University of London. She completed her Financial Planner Program education at Oglethorpe University, receiving the CERTIFIED FINANCIAL PLANNER ™ certification in 2001.
Diane has been recognized as one of Forbes Top Women Wealth Advisors by Forbes/Shook in 2020, 2021, 2022 and in 2023 she was recognized as Forbes Best-in-State Wealth Advisors.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. CAR#0623-02398
Allan Kent
Senior Financial AdvisorIn his free time, Allan enjoys spending time with his two grown children. Allan is also involved in a couple of local charities.
Penny Brook
Senior Administrative AssistantHaving thirty six years of experience serving clients in many different roles in the financial services proves to be a positive aspect for clients, especially since most has been spent as an Administrative Associate.
In her free time, Penny enjoys spending time with her daughter, working in her yard and just being at home with her husband and their Australian Shepherd/Blue Heeler mix, Bentley and of course, her grand dog, Yeager.
Shin Woo
Senior Registered Account AdministratorWith more than twenty years of financial services experience and over thirty years of customer relations experience, Shin has the skills and proficiency to ensure our client’s accounts are maintained accurately and efficiently.
Shin spends time away from the office with her husband, Tommy and their son, Kameron. Kameron has a natural love of sports so his schedule keeps his parents busy. Currently, Shin is playing the role of “soccer mom” as she cheers Kameron and his team on.