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, 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®

Office 678-624-7008
 

Connor E Jones

Associate Wealth Management Advisor
Office 678-624-7000
 

Taylor K Malone

Associate Wealth Management Advisor
Office 678-624-7000
 

Jim Exley, CFP®, CLU®, ChFC®

Wealth Management Advisor

 

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