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.
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.
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.
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.
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.
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.
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.
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.
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.
Ross Sims a retirement plans specialist with more than a decade of experience in financial services.
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.
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.
Managing Partner Mark Thompson has extensive experience in the areas of investment management, retirement, estate, long term care, and succession planning.
