Shawn brings over 20 years of experience in the financial services industry to his role with the Oak Valley Wealth Management Group of Wells Fargo Advisors. While no longer practicing, he remains an actively licensed Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® professional. Prior to joining the firm, Shawn honed his expertise in corporate audits and taxation, working with Ernst & Young, LLC, specializing in both individual and corporate tax strategies.

As a senior member of the Oak Valley Wealth Management Group, Shawn draws upon his extensive background in finance and accounting to provide strategic guidance on a broad spectrum of retirement planning and investment solutions. He is instrumental in crafting tailored financial strategies that align with each client’s unique objectives, ensuring comprehensive wealth management that spans asset allocation, tax efficiency, and long-term financial security.

Shawn plays a pivotal role in overseeing the group’s portfolio management, leveraging sophisticated investment analysis and fixed-income strategies to optimize client portfolios. He is deeply involved in risk management, asset diversification, and identifying opportunities for growth, all while maintaining a focus on preserving wealth. His strategic input also extends to evaluating market trends, assessing economic conditions, and recommending adjustments to ensure optimal outcomes in a dynamic financial landscape.

As a former professional soccer player and general manager, Shawn now enjoys cheering on his children as they pursue their athletic passions. A dedicated advocate for the Special Olympics, he has had the privilege of serving as both a coach and mentor to many special-needs children, including his brother, Craig. Raised in Atlanta, Shawn and his wife, Tricia, are proud parents to three children: Maddi, Jonah, and Emma.


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Brett brings a wealth of knowledge and expertise to the Oak Valley Wealth Management Group of Wells Fargo Advisors, having joined the team in 2019 following a distinguished career in technology consulting. Graduating with honors from Elon University, he holds a double major in Finance and Entrepreneurship.

Brett has demonstrated his commitment to excellence by earning his Accredited Wealth Management Advisor® (AWMA®) and his Chartered Retirement Planning Counselor® (CRPC®) designations. As a member of the Oak Valley Wealth Management Group, Brett takes a leadership role in client engagement, offering highly personalized strategies that address each client's unique financial goals. He specializes in the development and implementation of comprehensive retirement planning solutions, conducts thorough portfolio evaluations, and provides sophisticated investment analysis to optimize wealth preservation and growth. His approach integrates meticulous attention to detail and a deep understanding of market trends to help clients navigate complex financial landscapes with confidence.

Outside of the office, Brett enjoys traveling with family and friends and spending quality time on the golf course. He proudly serves as a devoted supporter for the Special Olympics and is actively engaged with his community. Brett and his wife Allison, along with their cherished Golden Retriever Charlie, call Sandy Springs, GA home.

Karen joined the Oak Valley Wealth Management Group of Wells Fargo Advisors in 2018 and is a CERTIFIED FINANCIAL PLANNER® professional.  She transitioned into the financial services industry following a lifetime of competing in sports, most notably playing golf at the collegiate level and as a PGA Professional. Her background in coaching the game of golf has been a valuable asset in helping clients understand the complex world of investments. Karen genuinely enjoys building relationships while helping clients plan for their retirement and future goals. 

As a member of the Oak Valley Wealth Management Group she is engaged in nearly every aspect of the retirement planning process, including portfolio, estate and insurance strategies, investment planning, and individual fixed income analysis.

When Karen is not working, she enjoys all sports and outdoor activities most notably golf and tennis, and has always been an avid Braves fan. She also enjoys spending time with her family and her golden doodle Indi, named after her alma mater, Indiana University.

Rose has been in the financial services industry for over 25 years. She began her career with Bank of America right out of college. Following her three years with BofA, she opted to move from banking into investment management when she took a job with Smith Barney in 1995, and has remained on the brokerage side of the business ever since. Rose’s extensive experience in servicing clients provides the Oak Valley Wealth Management Group of Wells Fargo Advisors with a high level of efficiency when dealing with operational and logistical matters. Rose currently holds both the FINRA Series 7 & 63 registrations. 

Rose grew up in Dunwoody, GA and is an alumnus of the Marist School in Atlanta and Belmont Abbey College in Charlotte, North Carolina. She currently resides in Roswell with her husband, Jeep and their two sons, John and Christopher. While working with the Oak Valley Wealth Management Group, she has enjoyed volunteering with Children’s Healthcare of Atlanta, St. Jude the Apostle school, and enjoys going to her sons’ baseball, soccer, cross country and basketball games.

Atian Miller started her financial career in financial services with Wachovia Securities in 2007 as an Operations Specialist. She held that position for seven years and also went through two mergers to what is now Wells Fargo Advisors. Looking to expand her knowledge of the industry in a team oriented setting, Atian left her Operations role to join the Oak Valley Wealth Management Group of Wells Fargo Advisors. Atian’s role will enable her to utilize the extensive operations knowledge she’s gathered over the years, while providing her with the opportunity to work more closely with clients.

Atian grew up in Atlanta, GA and is an alumnus of North Atlanta High School and attended Georgia Southern in Statesboro, GA. She also attended Colorado Technical University where she obtained a degree in Business Management. She currently lives in Atlanta and enjoys spending free time with family & friends. She also volunteers with USO, Habitat for Humanity & a host of other charities.