Our team

Our team of Brightworth advisors has decades of expertise in the services we offer. We are proud to have fostered a warm, welcoming, professional environment where our clients know their finances are in capable hands.

Wealth Advice

Ray V. Padrón, CPA, CFP®, CIMA®

Ray V. Padrón, CPA, CFP®, CIMA®

Chief Executive Officer | Wealth Advisor

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 Polstra, CPA, CFP®, CIMA®

Dave Polstra, CPA, CFP®, CIMA®

Partner | Co-Founder | Wealth Advisor

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 Cushnie, CFP®, CIMA®

Annika Cushnie, CFP®, CIMA®, CExP™

Partner | Wealth Advisor | Exit Planner

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 Brown, CFP®, CIMA®

Lisa Brown, CFP®, CIMA®

Partner in Charge, Corporate Professionals and Executives | Partner | Wealth Advisor

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Michael R. DeWitt

Michael R. DeWitt, CFA

Partner | Wealth Advisor

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 Corbitt, CPA, CFA, CFP®, CExP™️

Nathan Corbitt, CPA, CFA, CFP®, CExP™️

Partner | Wealth Advisor

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 Presley

Tom Presley, CPA, CFP®, PFS

Partner | Wealth Advisor

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 Halpern, CPA, CFP®, PFS

Ryan Halpern, CPA, CFP®, PFS

Partner | Wealth Advisor

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.

Christopher "Bud" Boland

Christopher "Bud" Boland, CFP®

Wealth Advisor

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 Mouchet

Chase Mouchet, CFP®, CIMA®

Wealth Advisor

Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.

Patricia D. Sklar

Patricia D. Sklar, CPA, CFA, CFP®

Wealth Advisor

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 Valenti

Amanda Valenti, CFP®

Director of Financial Planning

Amanda's entire career has been in the field of financial planning, focusing on holistic wealth management for high net worth families.

Ian Clemens, CFA

Ian Clemens, CFA, CFP®

Associate Wealth Advisor

Ian’s comprehensive financial planning experience and investing expertise help him bring clarity to the complex financial decisions his high net worth client’s face.

Wesley Wood, CFP®

Associate Wealth Advisor

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 Monroe

Josh Monroe, CFP®

Associate Wealth Advisor

Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.

Kate Lidl

Wealth Planner

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 Maiwald

Financial Planner

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.

Investment Management

Don Wilson, CFA, CFP®

Don Wilson, CFA, CFP®

Partner | Chief Investment Officer

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 Turner

Jennifer Turner

Director of Investment Operations

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 Darby

John Darby, CFA

Senior Investment Analyst

John’s analytical thinking and his competitive nature drive him to pursue investment strategies that will help clients achieve their goals.

Elizabeth Jackson

Elizabeth Jackson

Senior Investment Operations Administrator

Elizabeth's attention to detail helps ensure our clients' investment accounts are properly maintained and carefully monitored.

Hunter Brooks

Hunter Brooks

Investment Analyst

Hunter has a broad financial services background including time spent in private wealth management, third-party retirement plan administration, and trust services.

Ryan Lewis

Ryan Lewis

Investment Operations Specialist

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 Hood

Investment Operations Specialist

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 Moore

Investment Operations Specialist

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.

Client Service

Kristen Lewis

Kristen Lewis

Partner | Director of Client Service Administration

Kristen's experience, communication skills and detailed follow-through helps ensure clients have a positive experience with Brightworth.

Pam Wyly

Pam Wyly

Relationship Manager

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 Ramos

Michelle Ramos

Relationship Manager

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 Broussard

Lucita Broussard

Relationship Manager

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.

Alison Nichols

Client Service Specialist

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.

Jennifer Mackey

Relationship Manager

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.

Operations & Administration

Sherry Hodor, CFP®

Sherry Hodor, CFP®

Partner | Chief Compliance and Integration Officer

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 Harbry, PCC

Partner | Chief Operating Officer

Dean is Brightworth’s Chief Operating Officer and has a long history of work assignments in the financial services arena.

Stephen Pugh

Stephen Pugh

Chief Financial Officer

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 Husson

Justin Husson

Partner | Director of Information Technology

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 Weissinger

Rick Weissinger

Partner | Chief Marketing Officer

Rick’s background in design, writing, marketing and strategy supports clear, positive communication with clients and with the marketplace.

Donald Smith

Director of Program Management

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.

Tammie Taylor

Tammie Taylor

HR Generalist

Tammie brings more than 20 years' of diverse experience in accounting, human resources, and marketing.  This combination makes her an ideal fit as support for our compliance and human resources team.

Kim Kampman

CRM and Data Reporting Analyst

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.

Lizzie Gremalschi

Lizzie Gremalschi

Marketing Administrator

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.

Phyllis Kiernan

Phyllis Kiernan

Senior Accountant

With a background in bookkeeping and accounting, Phyllis Kiernan contributes her proficiency with numbers to maintaining steady workplace operations for Brightworth and its clients.

Kristen White

Marketing Coordinator

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 Kreiner

Kim Kreiner

Senior Executive Assistant

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 Hurt

Marie Hurt

Senior Executive Assistant

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 Bryan

Esther Bryan

Senior Executive Assistant | Office Manager

Esther's dedication to detail and accuracy add to the high level of service she provides to Brightworth's advisors and clients.

Laura Fraser

Laura Fraser

Executive Assistant

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.

Tracy Stroud

HR Generalist

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.