Our People

Leadership

Jason Huggins

Chief Executive Officer

404-926-1313
Michelle Hill-Cochran

Chief Financial Officer

404-926-1333
David L. Smith

Chief Compliance Officer

404-926-1391
Jackie Brobst

Managing Director of New Business

404-926-1347
Jessica Flowers

Vice President, Financial Advisor

404-926-1326
Mike Cortazzo

Managing Director of Advanced Sales

404-926-1311
Whit Sanning

Chief Development Officer

404-926-1375

Staff

Kevin Hamill

Head of Case Design

404-926-1365
Tasya Patterson

Recruiting Coordinator

404-926-1308

Associates

Charles (Doc) Cheatham
Financial Services Representative
731-617-5433
Tennessee
Christian Bontrager
Financial Services Representative
404-926-1321
Core
David Capozzi
Senior Vice President, Financial Services Representative
615-551-6803
Tennessee
Dillon Smith
Vice President, Financial Services Representative
615-551-6807
Tennessee
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
Johnny Richardson
CLU®, ChFC, AEP, CLTC Managing Director
404-926-1327
Core
Jonathan Ward
CFP Vice President, Certified Financial Planner
404-926-1377
Core
Justin Willmott
Financial Services Representative
404-926-1348
WealthMD
Mark Lerner ChFC, CLU
CLU®, CHFC, Managing Member
770-837-0435
LernerRouille
Mary Catherine Bloodworth
Vice President, Financial Services Representative
404-926-1386
Core
Matthew Ybarbo
Financial Services Representative
478-919-0763
Georgia
Mike Woods
CFP®, CDFA Managing Director, Certified Financial Planner
404-926-1323
Core
Robert “Cole” Martin
Financial Services Representative
404-926-1328
Core