Managing Partners

Richard Artzi

Managing Partner

Rich Artzi is a managing partner with Atlanta Capital Group specializing in the implementation and servicing of clients’ assets in a variety of investment and insurance vehicles. 

View Full Bio >

Pat Chitwood

Managing Partner

 Managing Partner Pat Chitwood is a Certified Financial Planner and Personal Financial Specialist and holds a Ph.D. in psychology. His insights into finance have been published nurmous national publications including Money, Registered Rep. and the Journal of Accountancy.  

View Full Bio >

David Crook

Global Economist/Retirement Plan Specialist

David Crook guides and advises the Atlanta Capital Group investment committee on global developments in all matters pertaining to economics and economic trends. He is also a member of ACG’s retirement group, which specializes in structuring and servicing retirement plans.

View Full Bio >

Stephen J. Ferencik

Managing Partner

Stephen Ferencik provides a comprehensive array of investments and advisory services to a client base of individuals and businesses. He actively employs his risk-management philosophy in developing personalized plans for clients. 

View Full Bio >

Troy Florence

Managing Partner

Managing Partner Troy Florence is the Chief Investment Officer with Atlanta Capital Group. His primary roles encompass portfolio management, development and oversight of investment model management and security analysis. 

View Full Bio >

Bert Geiger

Managing Partner

Bert Geiger has provided investment advice and financial services to professional athletes, entertainers, and families for more than 25 years. Bert specializes in strategic portfolio allocation, retirement income planning and estate planning.

View Full Bio >

David M. McInnis

Managing Partner

 David McInnis is a high net worth consultant and a managing partner with Atlanta Capital Group providing wealth advisory services to private clients including families, retirees and professionals. 

View Full Bio >

Danny L. Moore

Managing Partner

 Danny Moore focuses on comprehensive financial planning and investment advice. He listens and uses detailed input from clients to develop and implement a long range plan and then monitors it.

View Full Bio >

Kevin L. Rainwater

Managing Partner

 Kevin Rainwater is a managing partner with Atlanta Capital Group specializing in retirement planning. He has a passion for helping employees, executives and business owners reach their retirement goals.

View Full Bio >

Ross Sims

Managing Partner

Ross Sims a retirement plans specialist with more than a decade of experience in financial services.  

View Full Bio >

Elizabeth Sorrells

Managing Partner

 Elizabeth Sorrells is the Managing Partner of Atlanta Capital Group’s office in St. Simons Island, Georgia. She is responsible for the overall strategy of the Golden Isles office and is charged with managing client accounts and growing operations.    

View Full Bio >

Frank Tamplin

Managing Partner

 Managing Partner Frank Tamplin is the retirement and estate planning specialist for Atlanta Capital Group. In this role he helps clients develop and maintain a well-crafted retirement and estate plan, which allows them to fulfill their post-retirement goals.  

View Full Bio >

Mark Thompson

Managing Partner

 Managing Partner Mark Thompson has extensive experience in the areas of investment management, retirement, estate, long term care, and succession planning.  

View Full Bio >