Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives and retirees face. His expertise and experience brings a unique...
Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.
Annika's experience and passion for working with attorneys and business owners make her uniquely positioned to help her clients reach their financial and lifetime goals.
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.
Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.
Mike has dedicated his career to serving high net worth families and nonprofit organizations. His personal approach and desire to help individuals reach and enjoy their retirement goals enable him to provide clients with the highest level of service.
Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.
Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.
Ryan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives.
Bud is a Wealth Advisor at Brightworth and has devoted his career to working with high net worth and high income earning individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short and long-term goals.
Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.
Patricia has a passion for working with clients as their personal CFO, helping them reach their goals and feel confident about their financial situation.
Amanda's entire career has been in the field of financial planning, focusing on holistic wealth management for high net worth families.
Wesley joined Brightworth as a Financial Planner in 2017. He started his career at a fee-only wealth management firm in Silicon Valley where he developed plans to help high net worth clients use their wealth more purposefully and assisted with firm-wide strategy and operations.
Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.
Kate is a Wealth Planner with Brightworth. She graduated with a degree in Financial Planning from the University of Georgia where she served as a tour guide for the University’s Visitor Center.
Nathaniel is passionate about helping individuals and families preserve and grow their wealth to achieve their financial goals. Through careful listening and attention to detail, he is dedicated to developing and implementing comprehensive financial strategies so that clients can feel confident in tackling the complexities of their financial positions.
Don combines his passion for investing, intellectual curiosity and analytical framework to build investment strategies to help our clients grow and preserve their wealth.
Jennifer’s strong attention to detail, demonstrated abilities with operational excellence, and passion for the development and growth of others makes her uniquely suited to manage Brightworth’s Investment Operations department.
John’s analytical thinking and competitive nature drive him to build investment strategies that will help clients achieve their goals.
Elizabeth's attention to detail helps ensure our clients' investment accounts are properly maintained and carefully monitored.
Hunter has a broad financial services background including time spent in private wealth management, third-party retirement plan administration, and trust services.
Ryan joined the Brightworth team in 2018 and serves as an Investment Operations Analyst. His responsibilities include maintaining the portfolio management software, assisting with daily trading, and generating reports for client portfolios.
Amie joined Brightworth in 2019 as an Investment Operations Specialist. Her responsibilities include maintaining the portfolio management software, assisting with daily trading, and generating reports for client portfolios.
Rob joined the Brightworth team in 2020 and serves as an Investment Operations Analyst. His responsibilities include maintaining the portfolio management software, assisting with daily trading, and generating reports for client portfolios.
Kristen's experience, communication skills and detailed follow-through helps ensure clients have a positive experience with Brightworth.
Pam joined Brightworth as a Client Service Administrator in 2016 and has over 15 years of experience in client services. Pam’s responsibilities include transitioning clients to Brightworth and servicing their accounts.
Michelle joined Brightworth in 2014 as a Client Service Administrator. She brings more than 10 years of experience in the financial industry in growing and maintaining client relationships.
Lucita joined Brightworth in 2018 as a Client Service Specialist. She brings with her 20-plus years of client service experience from the hospitality and financial services industries.
Jennifer joined Brightworth in 2019 as a Relationship Manager. An Alumni of Stetson University, Jennifer has over 15 years of customer service experience with 4 years in the financial services industry.
Alison joined Brightworth in 2019 as a Client Service Specialist. She brings more than 10 years of client service experience with 4 years in the financial services industry.
Operations & Administration
Sherry's extensive experience across the firm, along with her strong attention to detail and desire to help people make her uniquely suited to run the firm's compliance and integration functions.
Dean is Brightworth’s Chief Operating Officer and has a long history of work assignments in the financial services arena.
As CFO, Stephen leads Brightworth’s finance and accounting department in addition to his strategic role. His commitment to continuous improvement helps the company operate in an efficient and responsive manner to benefit clients, partners, and employees alike.
Justin's passion for technology helps drive efficiencies across the entire firm in order to maintain a high level of service for our clients.
Rick’s background in design, writing, marketing and strategy supports clear, positive communication with clients and with the marketplace.
Donald is an experienced and determined professional with a proven record of building relationships, directing projects with excellence, creating efficient systems, and leading cross-functional teams.
Bringing 25 years of experience to her role, Janalee is passionate about promoting a culture of integrity and respect, recognizing that HR’s role is to support an organization’s greatest asset—its people.
Tracy brings 18 years of experience in customer service, human resources and payroll. Her background is in the insurance industry as well as startup companies in the waste and recycling industry.
Geoff joined Brightworth officially in 2020 and is the driving force behind Brightworth's technical projects. His technical expertise and ability to understand each person's needs provides Brightworth's team with the tools to succeed.
Greg joined the Brightworth team in 2020 as a Compliance Specialist. His primary responsibilities include marketing review, management of various SEC compliance tracking technologies, and maintaining firm compliance checklists.
Kim joined Brightworth in 2020 as the CRM and Data Reporting Analyst. Her responsibilities include managing the firm-wide CRM (Customer Relationship Management tool) efforts as well as facilitating the capture and creation of business reports that help the firm make fact-based decisions.
With a background in bookkeeping and accounting, Phyllis Kiernan contributes her proficiency with numbers to maintaining steady workplace operations for Brightworth and its clients.
Lizzie joined Brightworth in 2012 as our Receptionist. She now serves as Marketing Administrator, assisting Rick Weissinger in the implementation of branding, marketing, and communication strategies for the firm.
Kristen graduated from Georgia State University with a degree in Graphic Design and worked as a freelance graphic designer for several years. During that time, she worked with Brightworth in 2019 and then joined the team full-time the following year as the Marketing Coordinator.
Kim's long history with the firm gives her a wealth of knowledge in working with the advisors and providing outstanding service to our clients.
Marie's years of experience in executive support and positive spirit of service make her an asset to the Brightworth team on multiple levels.
Esther's dedication to detail and accuracy add to the high level of service she provides to Brightworth's advisors and clients.
Laura joined Brightworth in 2019 and serves as Executive Assistant to wealth advisors Lisa Brown, Nathan Corbitt, and Annika Cushnie. Laura has over 25 years’ experience working with high-level executives in diverse areas including Fortune 500 multinational corporations.
Mandy Baird joined Brightworth in 2020 as our Front Desk Assistant. She brings with her a wealth of knowledge and experience after having worked more than 15yrs in customer relations in the legal industry. She also worked in a fast paced worldwide shipping and distribution corporation. With a