As a financial advisor in greater Atlanta, GA, including Eagles Landing and Lake Spivey, we partner with those who value expertise and ongoing advice. Through the building of long-term relationships, we are with you throughout your financial journey, whether you are planning for or living in retirement, changing jobs, selling a business or significant asset or receiving an inheritance. Additionall
y, we value partnering with your CPA and attorney to collaborate on complex tax and legal matters, including tax-efficient investments and estate strategies. We help you organize and simplify your assets, empowering you to develop and realize your financial picture of an ideal retirement where you grow and protect your wealth while efficiently leaving a legacy. Here's a little about our remarkable team:
I received undergraduate and graduate degrees from the University of Florida (still working on acceptance in a world of Georgia Bulldogs!). I enjoy traveling, spending time with family and friends and golfing, and I'm an animal lover who dotes on my 12-pound fur-baby, Stewie, affectionately known as "Angel Boy." Myra Poole, senior client support team member (CST), is married with one son. She enjoys cooking, traveling, spending time with her family and supporting/volunteering for various local and national charities, particularly those that support the military. Maya Bush, on-call CST, graduated from Tuskegee University and enjoys anything "true-crime" and athletics, playing almost every sport that does not include a ball! Celeste Bush, on-call CST, is married with two daughters and a graduate of the University of South Carolina. She enjoys reading and is a passionate advocate for breast cancer awareness. As a certified fitness instructor, she embraces all things fitness, especially motivating and encouraging others to meet their goals. Our engaging culture creates an environment where everyone is treated in an open and welcoming manner. We have never met a stranger! Reach out today to schedule your complimentary appointment and put our extensive knowledge and experience, unparalleled service, passion and compassion to work for you. We look forward to meeting you soon!
