Our People
Leadership
Scott Greenfield
Chairman
404-926-1301
Jason Huggins
Chief Executive Officer
404-926-1313
Adam Bass
President and Chief Operating Officer
404-926-1310
Michelle Hill-Cochran
Chief Financial Officer
404-926-1333
Chris Rikard
Senior Vice President Corporate Solutions
864-420-9756
Chris Stewart
Senior Vice President Advanced Planning
404-926-1302
David Feldstein
Managing Director
404-926-1353
David L. Smith
Chief Compliance Officer
404-926-1391
Jackie Brobst
Managing Director of New Business
404-926-1347
Jeff Heard
Managing Director of Facilities and logistics
404-926-1314
Jessica Flowers
Vice President, Financial Advisor
404-926-1326
Mike Cortazzo
Managing Director of Advanced Sales
404-926-1311
Tim Bonner
Managing Director
404-926-1352
Whit Sanning
Chief Development Officer
404-926-1375
Staff
Kevin Hamill
Head of Case Design
404-926-1365
Michelle Grey
Director of Recruiting
404-926-1385
Mollie Dramis
Marketing Coordinator
404-926-1316
Nathan Scott
Director of New Business
404-926-1345
Tasya Patterson
Recruiting Coordinator
404-926-1308
Associates
Brian Fox
CFBS Senior Vice President, Director of Financial Planning
678-873-6200
Georgia
David Capozzi
Senior Vice President, Financial Services Representative
615-551-6803
Tennessee
Dillon Smith
Vice President, Financial Services Representative
615-551-6807
Tennessee
James ‘Stan’ Bush Sr.
Financial Services Representative
404-926-1904
Vita Financial
Jason Jones
ChFC, CLU Managing Director, Certified Financial Planner
404-926-1376
Core
Jeffrey H. Duncan
CLU, CFBS , AEP , CLTC , RICP Financial Advisor
404-926-1331
Core
Joshua Harper
ChFC, CLU Vice President, Certified Financial Planner
404-926-1303
Core
Mary Catherine Bloodworth
Vice President, Financial Services Representative
404-926-1386
Core
Mike Woods
CFP®, CDFA Managing Director, Certified Financial Planner
404-926-1323
Core
Raymond Bardoul
CLU®, ChFC, AEP, CLTC Vice President, Financial Planner
404-926-1383
Core
Travis Payne
CLU, CFP Managing Director, Certified Financial Planner
404-926-1364
Core