Erik brings over 25 years of experience as a Financial Advisor. As a CERTIFIED FINANCIAL PLANNER^® professional, Erik helps each client relationship by managing asset allocation and investment selections.
 

• Bachelor of Business Administration, double major in Finance and Computer Applications, University of Notre Dame

• Member of the Fighting Irish men's soccer team

• Board member for UPPER90

• Member of Passion City Church

• Will's Club Member – Children's Healthcare of Atlanta

Erik enjoys snowboarding, baseball, soccer, college football, art, and reading. He is married to Jenny and has three children.

 

Coleman is a CERTIFIED FINANCIAL PLANNER^® professional with 24 years of experience. He specializes in customized estate and financial plans and portfolio construction.

• Georgia Tech football starter, 1990 National Championship team

• Academic All-ACC, first-team All-American defensive lineman

• NFL player for New York Jets and Giants

• Inducted into Georgia Tech and Valdosta Football Hall of Fames

• Private real estate investor

Coleman is married to Shannon, with three children and one grandson. He enjoys saltwater fishing and golf, and speaks at churches and FCA groups.

 

Simon has over 21 years of experience as a Financial Advisor, focusing on portfolio management, client relations, and client acquisition.

• Bachelor of Science in Management and Marketing, Georgia Tech

• Former professional baseball player, Cleveland Guardians organization

• Member of McEver Road United Methodist Church

Simon enjoys baseball, mountain biking, and working on classic cars. He is married to Erin and has two sons.

 

Jake is an experienced Senior Registered Client Associate—Assistant Vice President with East Lake Wealth Management Group of Wells Fargo Advisors. He played football at the United States Air Force Academy and is finishing his degree in Financial Planning at Liberty University.
Jake assists clients in understanding their accounts and maximizing their relationships with the team. He resides in Sandy Springs and enjoys football, Formula 1 racing, guitar, and spending time with friends and family.

Jeanine is a dedicated, detail-oriented Senior Registered Client Associate—Assistant Vice President with over three years of experience supporting financial advisors and clients within Wealth Management. Known for her exceptional organization skills and commitment to client satisfaction, she helps to ensure seamless operations and high-level service.

Jeanine resides in Woodstock, enjoys kayaking, bee keeping, and spending time with her daughter.