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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Steven Howell

Steven M. Howell, CFP®, ChFC®

Managing Partner | CERTIFIED FINANCIAL PLANNERâ„¢ professional

(404) 760-2332

Jessica Mathis

Jessica Mathis

Client Service Associate

(404) 760-2311