Meet Our Team
Dean Andersen, CFP®
Dean 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.
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®
, PIM Portfolio Manager®
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 2026 Forbes Best-in-State Wealth Management Team and recently received the 2026 Five Star Wealth Management award. 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
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 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 (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
The Five Star Wealth Manager award was issued on 09/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 12,787 wealth managers were considered for the award; 6,149 (48% of candidates) were named 2026 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
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 2026 Forbes Best-in-State Wealth Management Team and recently received the 2026 Five Star Wealth Management award. 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
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 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 (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
The Five Star Wealth Manager award was issued on 09/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 12,787 wealth managers were considered for the award; 6,149 (48% of candidates) were named 2026 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Managing Principal
linkedin.com/in/russ-broda-cfp®-3b636513
PIM Portfolio Manager®
Diane L. Taylor
, CFP
Diane 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
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
Senior Financial Advisor
CFP
Josh Watt
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.
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.
Senior Financial Advisor
Matthew Kelly
Matthew Kelly
Financial Advisor
Phone: 770.746.0548
Email: Matthew.Kelly@wfafinet.com
Matthew Kelly is a Financial Advisor with four years of experience helping individuals and families pursue their financial goals through personalized planning and investment guidance. He holds his Series 7 and Series 63 securities registrations and collaborates with the team to help deliver a high level of service and comprehensive financial guidance. He is committed to building long-term relationships founded on trust, communication, and personalized advice.
Matthew lives in Johns Creek with his wife and son. In his free time, he enjoys fishing, spending time outdoors with family, and giving back to his community. He finds the greatest fulfillment in helping others build confidence and move forward, whether in their finances or in life.
Financial Advisor
Phone: 770.746.0548
Email: Matthew.Kelly@wfafinet.com
Matthew Kelly is a Financial Advisor with four years of experience helping individuals and families pursue their financial goals through personalized planning and investment guidance. He holds his Series 7 and Series 63 securities registrations and collaborates with the team to help deliver a high level of service and comprehensive financial guidance. He is committed to building long-term relationships founded on trust, communication, and personalized advice.
Matthew lives in Johns Creek with his wife and son. In his free time, he enjoys fishing, spending time outdoors with family, and giving back to his community. He finds the greatest fulfillment in helping others build confidence and move forward, whether in their finances or in life.
Financial Advisor
linkedin.com/in/matthew-kelly-740815314
Shin Woo
Shin 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.
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.
Senior Registered Account Administrator
Penny Brook
Penny 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.
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.
Senior Administrative Assistant