Jacob, an Atlanta native, is a graduate of the Georgia Institute of Technology where he majored in Management and graduated with high honors.  He started his career in Financial Services as an Advisor in 1998 with A.G. Edwards, a predecessor of Wells Fargo Advisors.  Jacob received his certification as a CERTIFIED FINANCIAL PLANNER ® professional in 2008.   Jacob focuses on Investment Planning by utilizing eMoney process plans as well as Asset Allocation and Portfolio Management.

Jacob lives in the Dunwoody area of Atlanta with his wife Rebecca and his two sons, Caleb and Nicholas. In his spare time, Jacob enjoys fishing and travel. The Boggs Family are members of the Basilica at Sacred Heart.

Bill, also an Atlanta native, is a graduate of Georgia State University where he majored in Finance.  He started his career as an advisor with Interstate/Johnson Lane and worked there from 1992-1997.  He worked with J.C. Bradford/UBS from 1997-2001, Citigroup/Smith Barney from 2001-2010, and then joined Wells Fargo Advisors in 2010.   Bill received his certification as a CERTIFIED FINANCIAL PLANNER ® professional in 2001.  Bill focuses on Risk Management and Investment Management Due Diligence.

Bill lives in Sandy Springs with his wife Kathryn and his two sons, Will and Aiden.  In Bill’s spare time he enjoys golfing, fishing, and boating.  Bill also coaches NYO youth baseball and is an active member/usher at the Peachtree Road United Methodist Church.

David, a New York native, is a graduate of the University of Tennessee-Chattanooga where he majored in Finance.  David began his career in Financial Services as a Client Associate in 2005 at A.G. Edwards.  He then became an advisor in 2007 also with A.G. Edwards.  Similar to Jacob, David became an advisor for Wells Fargo Advisors through the corporate transitions.  David focuses on investment planning by utilizing the eMoney process and portfolio management.

In David’s spare time he enjoys spending time with his family, traveling, and enjoying all that metro Atlanta has to offer.

Patricia calls Georgia her home as she has lived here on and off most of her life.  She studied at the University of South Alabama in Computer Science before moving to Atlanta, Georgia in 1998 where she’s been in the financial industry ever since.  Providing exceptional client service along with maintaining a smoothly running internal operation has been her main focus during that time and even now. Patricia is a personable, compassionate professional, who brings dedication to her work ethic for handling client’s service needs as a Registered Client Services Associate.  Patricia holds her Series 7, 63 registrations and is currently registered in the state of Georgia. She is also a Georgia Notary Public.

Patricia lives outside of Atlanta with her husband Paul Altman, a systems engineer, and his two children. She enjoys the company of family, friends, and pets, while intermittently playing golf, traveling, and experiencing new activities.