Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Socially Conscious Investing
- Insurance & Annuities
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Outdoor Enthusiast
- Music
- Art & Theater
- Traveling
- Pets
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Fax
(877) 529-4479Branch Team
- Sara Castro
- Sr. Branch Office Administrator
- Linda Winters
- Sr. Branch Office Administrator
- Darlene Zona
- Sr. Branch Office Administrator
Branch Team
Office Address
3353 Peachtree Rd NE Suite 140Atlanta, GA 30326opens in a new window
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