Meet Our Team

With more than fifteen years of combined experience in financial services, my team and I are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.

My extensive experience, throughout major shifts in the market, enables me to help our clients structure balanced portfolios to address their specific goals. I have been recognized as a Platinum Counsel Advisor for 2015 and 2016. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

In addition I have earned my Certified Private Wealth Advisor^® (CPWA^®) professional certification which takes a holistic and multidisciplinary approach. This advanced training is designed to help me address the sophisticated needs of my high net worth clients.

I’m an active member in the community and volunteer my time with the Make a Wish Foundation, as a volunteer driver for the Atlanta Meals on Wheels. I am a car enthusiast and enjoy collecting older cars. In my free time, you’ll find me at the race track or in the gym.

For over 20 years I have worked with a select group of individuals, families and businesses to help them build, manage, preserve and transition their wealth. Comprehensive wealth management is much more than just investments.  I address risk management with insurance and other asset preservation strategies, in addition to liability management.  I also help my clients set up strategies to help them pass their wealth on to the next generation. Most of all, I bring to each relationship my commitment and dedication to help my clients succeed financially.

I began my career at Fidelity Investments in the Brokerage Services group, then in their Strategic Advisors team before moving to Banc of America Investments before joining Wells Fargo Advisors in 2008.

I have earned the CERTIFIED FINANCIAL PLANNER^TM professional certification. To earn my CFP^® I completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP^® Board's Code of Ethics and Professional Responsibility. As a CFP^® I work with my clients to analyze and develop personal long-term financial strategies that integrate investments, insurance planning and risk management, employee benefits planning, retirement and estate planning.

I was selected among the Best-In-State Wealth Advisors in Georgia for 2023 by Forbes. 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.

As a financial advisor with over 25 years experience, I specialize in customizing investment plans for my clients that align with their unique financial objectives and preferences.

I take a personalized approach to portfolio management and investment advice to help ensure that every client receives the top-tier service and professional integrity they deserve.

I earned my degree from the University of Memphis and began my career in the finance industry in 1996 at Morgan Stanley then at UBS as First Vice President – Investments. Since 2007, I have been providing comprehensive investment advice and services to my clients at Wells Fargo Advisors.

My expertise includes retirement planning where I assist individuals seeking tax-deferred growth and business owners aiming to offer employees an attractive benefit in navigating the complex options available.

Additionally, I specialize in retirement income planning and helping clients understand how much annual income they will have during retirement, and determining which income strategies will help attain their goals.

With a commitment to providing exceptional service, expertise, and personalized investment planning, I am confident in my ability to help my clients achieve financial success.

Kalen was born and raised in Atlanta. He later moved to Spartanburg, SC where he earned his degree in Business Economics and Spanish from Wofford College. During this time he discovered his passion for helping others obtain their financial objectives and independence.

Upon graduating from the Covid Class of 2020, Kalen promptly earned his securities and insurance registrations while beginning his career in financial services at Equitable Advisors.

As a Registered Client Associate, and former Hospitality Banquet Captain for three years, Kalen is client service focused and will gladly assist you with your day-to-day needs to ensure our operations run smoothly.

Kalen and his family attend Peachtree Presbyterian in Buckhead. He enjoys playing piano and traveling abroad with his father whenever they get the chance.