As a financial advisor for over twenty years, Edwards leads the Katz Wealth Management Group. As a financial advisor and CERTIFIED FINANCIAL PLANNER® practitioner, he coordinates both the planning and the investment management efforts of our team. Edward has been recognized as a Platinum Council Advisor from 2011-2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

He has been with the same firm for his entire career. He is an Atlanta native, where he attended The Lovett School. After graduating from University of Pennsylvania on a Navy ROTC scholarship, Edward was commissioned as a naval officer and services on the USS Wichita in San Francisco. He completed his tour of duty as a Lieutenant. Edward and his wife Lisa, a native of Winston-Salem, NC, are the proud parents of twin boys, Alex and Henry, and a daughter, Catherine.

In his free time Edward enjoys cycling, taking his kids camping and playing guitar in his neighborhood rock band.

Named to Forbes "Best-in-State Wealth Advisors" list in 2021,2022,2023,2024,2025

The Forbes Best-in-State Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.

David brings a diverse and robust background to Katz Wealth Management Group, shaped
by his international upbringing and extensive experience in global financial markets. Born
in the Netherlands, raised in Zimbabwe, and having spent over a decade in Australia,
David relocated to the United States in 2015.

David began his private wealth management career in Australia, ultimately serving as
Head of Institutional Advisory at one of the oldest breakage firms in the country. In this
role, he advised leading asset managers across Australia and key Asian markets, including
Hong Kong, Singapore, and China. His role leading the institutional desk also
encompassed corporate finance responsibilities, where he was instrumental in sourcing
capital market opportunities, structuring transactions, and raising capital for companies
listed on the Australian Securities Exchange (ASX). David established a strong reputation
as a knowledgeable expert in the Rare Earth Elements industry, providing strategic
insights into public companies operating within this sector.

Outside of his professional endeavors, David is an active member of his community,
participating in charitable organizations and engaging in local squash and tennis circles.
He enjoys quality time with his wife, Sarah, originally from Huntsville, AL, and their three
children, Ava, Elijah, and Siena.

Cindy oversees all client inquiries and team operations. Her commitment to delivering the highest level of personalized attention makes her an indispensable member of our team.

Cindy brings over twenty years of investment experience to the Katz Wealth Management Group. She started her investment career with Dreyfus Funds. Cindy has been recognized as a Platinum Council Client Associate from 2011 to 2018 during her time at Wells Fargo Advisors. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Cindy resides in Marietta, Georgia, with her husband, John, and son Blair.