Meet Our Team
Dean Andersen, CFP®
Email Address
dean.andersen@wfafinet.comPhone Number
(770) 746-0546Dean Andersen, CFP®
Senior Financial Advisor
Phone: 770.746.0546
Email: dean.andersen@wfafinet.com
Dean specializes in helping clients achieve their long-term financial goals. In addition to planning, Dean also manages several investment strategies.
Dean is a CERTIFIED FINANCIAL PLANNER® professional and has helped serve high net worth families for over thirty-six 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 took second place in the 2019 Livingston, MT Fourth of July parade, where he owns a retro fitted survival bunker. He loves to travel when he has time. Dean resides in Santa Rosa Beach, FL but he spends time in Atlanta sharing his time between his team, The Crossroads Wealth Management Group, and his son.
Russ Broda, CFP®, PIM Portfolio Manager®
Managing Principal
Russ Broda, CFP®
Managing Principal
Phone: 770.746.0545
Email: russ.broda@wfafinet.com
Russ is a CERTIFIED FINANCIAL PLANNER® professional and has served higher net worth families for over thirty-eight years. He and his team recently received the 2025 Forbes Best-in-State Wealth Management Team. He received his BA in Economics at Emory University.
When not working for clients, Russ enjoys wilderness hiking and obstacle racing. He lives in Atlanta with his wife. He has 2 sons, one just graduated from UT and the other just got engaged.
CA Insurance License 0I89836, Resident State Georgia
Certificates
PIM Portfolio Manager®
Josh Watt
Senior Financial Advisor
Phone: 770.746.0549
Email: joshua.watt@wfafinet.com
For over twenty-seven years, Josh’s focus has been helping clients reach their financial goals through innovative wealth management strategies. Josh is a graduate of The University of Georgia with a BBA in General Business.
In 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 Advisor
Email Address
diane.taylor@wfafinet.comPhone Number
(770) 746-0550Diane L Taylor, CFP®
Senior Financial Advisor
Phone: 770-746-0550
Email: diane.taylor@wfafinet.com
Diane is a seasoned financial advisor who began her career in 1995 and leads an all‑women team that delivers a boutique wealth‑management experience for high‑net‑worth clients through close collaboration, trust, and personalized attention. She and her team follow a disciplined planning process, a long‑term investment approach, and coordinate with clients’ other trusted professionals to craft thoughtful, tailored strategies.
Diane and her team begin by listening- empowering clients through patient education that demystifies wealth and reveals possibilities. Financial decisions are woven into life’s transitions and values, so the team takes a consciously different approach where listening is a cornerstone. They honor every question because confidence grows when understanding is cultivated, not assumed. New clients often say prior advisors advised at them; Diane’s team creates solutions with clients- offering partnership, patience, unhurried attention, and the transformative power of being genuinely heard.
Diane graduated Magna Cum Laude from Elon College with a bachelor’s degree in finance and studied economics at the University of London. She completed the Financial Planner Program at Oglethorpe University and earned the CERTIFIED FINANCIAL PLANNER® designation in 2001.
Diane has been recognized as one of Forbes Top Women Wealth Advisors Best-in-State by Forbes/Shook awarded in 2021, 2022, 2024, and 2026. She has also been recognized as a Forbes Best-in-State Wealth Advisor in 2023 and 2025 by Forbes/Shook, as well as Forbes Best-in-State Wealth Management Teams for award years 2023, 2024, 2026.
CA Insurance License Number 4255867. Resident State FL.
2021, 2022, 2024, & 2026 Forbes Top Women Wealth Advisors Best-in-State
2026 Forbes Top Women Wealth Advisors: Awarded Feb 2026; Data compiled by SHOOK Research LLC based on time period from 6/30/24 - 6/30/25 (Source: Forbes.com).
2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).
2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21
2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20 (Source: Forbes.com).
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.
2023, 2024, & 2026 Forbes Best-in-State Wealth Management Teams
2026 Forbes Best-in-State Wealth Management Teams: Awarded Jan 2026; Data Compiled By Shook Research LLC Based On Time Period From 3/31/24-3/31/25 (Source: Forbes.com).
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 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. 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.
2023 & 2025 Forbes Best-in-State Wealth Advisors
2025 Forbes Best-In-State Wealth Advisors: Awarded Apr 2025; Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24 (Source: Forbes.com)
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 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.
PM-09082027-5282676
Certificates
CFP
Matthew Kelly
Financial Advisor
Matthew Kelly
Financial Advisor
Phone: 770.746.0548
Email: Matthew.Kelly@wfafinet.com
Matthew joined our team last year and recently obtained his Series 7 and 63 securities registration. He will be helping members of the team with client interactions, account reviews, planning and help with team marketing.
Matthew and his wife live in Duluth and just had their first child, a little boy.
Shin Woo
Senior Registered Account Administrator
Email Address
shin.woo@wfafinet.comPhone Number
(770) 746-0544Shin Woo
Senior Registered Account Administrator
Phone: 770.746.0544
Email: shin.woo@wfafinet.com
Shin interacts with clients on a daily basis, handling everything from account openings to expediting fund requests. She acts as a liaison between the clients and Financial Advisors on the team.
With 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 and son. Her son 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 him and his team on.
Penny Brook
Senior Administrative Assistant
Email Address
penny.brook@wfafinet.comPhone Number
(770) 746-0543Penny Brook
Senior Administrative Assistant
Phone: 770.746.0543
Email: penny.brook@wfafinet.com
Penny specializes on the marketing aspect for the team. She also helps Russ and Dean with creating personalized plans for clients in addition to supporting Shin with our client’s accounts.
Having 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 adult 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.