My Team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Jim Exley, Ph.D., CFP®, CLU®, ChFC®
Wealth Management Advisor
Office 678-624-7020
Rhett Nease Exley, ChFC®, CFP®
Associate Wealth Management Advisor
Office 678-624-7046
Beth Hamilton Walker
Associate Wealth Management Advisor
Office 678-624-7021
Melanie Fisher Kohler, CLTC®, CFP®
Associate Wealth Management Advisor
Office 678-624-7008
Connor E Jones, CFP®
Associate Wealth Management Advisor
Office 678-624-7000
Taylor K Malone
Associate Wealth Management Advisor
Office 678-624-7000