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 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 is a CERTIFIED FINANCIAL PLANNER™ professional and has served higher net worth families for over thirty-five years. Russ is a graduate of Emory University with a BA in Economics. When not working for clients, Russ enjoys wilderness hiking and obstacle racing. He has 2 grown sons and lives in Atlanta with his wife.
CA 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.

For over twenty-seven years, Josh has been focused on helping clients each 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 Taylor
CA 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 has been in the finance industry for over twenty years, much of which has been with Wells Fargo Advisors and Wells Fargo Advisors Financial Network. Allan works alongside Dean and Russ in helping our clients optimize their wealth and achieve their financial goals. Allan is a graduate of Auburn University with a BSBA of Science and a MBA from Mercer University.

In his free time, Allan enjoys spending time with his two grown children. Allan is also involved in a couple of local charities.

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 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 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, 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.