Scott works hand-in-hand with clients to develop wealth management strategies designed to meet specific goals, concerns and circumstances, as well as their comfort with risk. Scott's process is carefully-defined and focuses on a range of considerations, including: retirement planning, estate investment planning, education planning, life insurance planning, liability planning and the integration of these items into an overall plan that directs clients' spending, saving and investing.
Scott joined the financial services industry in 1989 and has served clients ever since – having graduated that year from Western Carolina University with a BSBA degree in Economics. He and his wife, Kelly, live in Alpharetta with their son Neill, and daughter, Masey
A graduate of the United States Military Academy at West Point, Cecil joined the financial services industry in 1984 after seven years in the U.S. Army. A strong believer in serving each client's needs with a disciplined and focused plan, Cecil tailors a strategy for each client. He diligently selects appropriate professional money managers and evaluates their performance – examining their progress in relation to client goals. Combining all the resources available to him, Cecil puts his experience to work in evaluating the appropriateness of specific investment products including individual stocks and bonds in relation to each client's objectives, timeframe and risk tolerance.
Cecil resides in Cumming with his wife, Karen, and has two sons, Matt and Dillon
Jay joined Praxis Financial Partners in 2020, after thirty years in the financial services industry. His experience includes ten years of sales leadership with some of the nation’s top investment management firms. He also spent over a decade combined at Merrill Lynch and Morgan Stanley in their asset management divisions.
Jay earned a Finance degree from Emory University’s Goizueta Business School, and completed his Masters of Business Administration from Georgia State University. A lifelong learner, he has since completed his Certified Investment Management Analyst® (CIMA®) designation through the Investments and Wealth Institute. He also holds the Series 7, 66, and 24 security registrations.
A native Atlantan, Jay and his wife Lesley have lived in Alpharetta since 1988. They have two married children who have also make Atlanta their home
A veteran of the financial services industry since 1989 with tremendous knowledge of the practice's rich resources and products, Jody brings each client the consistently high level of service for which Praxis Financial Partners strives to be known. With her daily focus on resolving client requests in the most efficient manner, she is the backbone of the group's administrative staff. Jody's ability to anticipate client needs, manage relationships and be an integral part of the client review process enables the team to remain true to its client-service model.
A graduate of Kennesaw State University, Lauren graduated cum laude with her Bachelor of Business Administration and concentration on management. Joining the team in 2015 she comes with an array of customer service and account management experience. Lauren is client driven and strives to exceed expectations in order to provide the best experience for each individual's specific needs. Lauren and her husband Tyler live in Woodstock.
Julianne joined Praxis Financial Partners in the fall of 2021, after three years in a finance/accounting role. Julianne earned a Bachelor’s degree in Finance from the University of West Georgia, where she was also part of the women’s college basketball team. As a former collegiate athlete, she has many characteristics and skills that will benefit her in a wealth management career. She has demonstrated growth, commitment, and a positive attitude throughout nine years of previous customer/client service focused roles. Julianne is a native of Lawrenceville, GA and currently resides in the Smyrna area. In her free time, she still enjoys conducting basketball skills and development training for others. She loves working out, and spending time with friends and family
Xavier joined the Praxis team in early 2022 As the Portfolio Administrator, his role is to assist the Financial Advisors in implementing the results of the investment planning process. This includes investment manager and mutual fund/ETF research as well. He also collaborates with the financial advisors in the preparation and implementation of the investment planning services provided to clients.
Xavier is a native of Atlanta and attended Presbyterian College. He graduated with a bachelor’s degree in Business Administration, and was a member of the football team. Xavier’s previous experience includes three years as an adjudicator with the Social Security disability office, and time as a personal trainer. He and his wife Rachel reside in Lawrenceville with their son, Micah.
Mike has a Bachelors degree in Industrial Engineering from Georgia Tech and an MBA from Georgia State University. He worked for The Coca-Cola Company for 20 years, starting as a summer intern in 1985 which led to an extensive career in international business. This experience taught him the value of a disciplined approach and a customized solution for the unique needs of each situation.
In 2005, Mike joined Merrill Lynch as a Financial Advisor. Over 8 years, he rose to Vice President, Wealth Management Advisor. This was possible due to the trust and confidence of his clients, to whom he is forever grateful. In 2013, Praxis Financial Partners was created to serve clients better and independently control the planning process and the experience.
Mike is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a CIMA® professional specializing in investment management consulting, and a Chartered Retirement Planning Counselor® (CRPC®). He is Series 7 and 66 registered and holds insurance licenses for life/health and variable products.
He lives in Peachtree Corners with his twin daughters and three rescued dogs. They enjoy active outdoor activities, traveling, and spending time together.
Jordyn graduated from Kennesaw State University with a Bachelors degree in Criminal Justice. She has demonstrated her positive action and attitude in a variety of customer/client service focused roles. She brings that approach in support of developing financial strategies and investment management for our valued clients. Jordyn grew up in Duluth, GA and currently lives in the area. In her free time, she loves spending time with her dog and exploring new areas together.
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