Atlanta Office

900 Ashwood Parkway, Suite 400
Atlanta, GA 30338-7600

Monday - Friday: 8am - 5pm
Saturday & Sunday: By Appointment

Phone: (770) 390-2600
Fax: (770) 390-2610

Atlanta is a unique blend of culture and sophistication for its close to 6 million residents and tourists from across the globe. Whether you’re looking to eat at one of the city’s iconic restaurants like Mary Mac’s Tea Room, put your wallet through its paces in the Buckhead shopping district, take in an Atlanta Braves game or attend a renowned musical at the Fox Theatre, Atlanta will not let you down.

Yes, there is much to see and do in Atlanta. And yet, the heart of Atlanta are its people, communities, thriving businesses, and schools – it’s community. It’s a community that Ashford Advisors is proud to be a part of and help support.

Ashford Advisors has been a fixture of the greater Atlanta area for over 120 years helping our clients with their financial, insurance and wealth management needs. Located at Perimeter Center north of Atlanta in Dunwoody, we understand both sides of the spectrum: DeKalb County’s close-knit communities and small-town values while building a reputation as a premier financial services firm in one of Metro Atlanta’s largest business districts.

Ashford Advisors’ financial advisors, insurance professionals and investment managers are committed to helping business owners, working professionals and families find financial balance as they strive to grow their company, prepare for a career change, or plan to send their children to college. Whatever life stage you are in, we have a holistic approach that will offer financial protection and growth strategies.

Our team is proud to be involved with local charities and philanthropic organizations like Children’s Hospital of Atlanta (CHOA), Atlanta’s Ronald McDonald House, Foster Care Support Foundation, Special Olympics of Georgia, and Boys & Girls Clubs of Metro Atlanta.

Ashford Advisors offers industry leading products and services including but not limited to whole life insurance, disability insurance, retirement planning, wealth management and investing services, and estate planning.

To schedule an appointment, please email or call us at (770) 390-2600.

Atlanta, GA - Main Office

Austin Ehlinger

Financial Advisor - Atlanta, GA

(678) 910-8868

austinehlinger@ashfordadvisors.net

Austin Ehlinger entered the financial services industry when he joined Ashford Advisors in 2014. Austin knew he wanted a career that gave him the opportunity to build meaningful relationships with people and help them make important...

Blake Miller

Financial Advisor - Atlanta, GA

(770) 390-2632

blakemiller@ashfordadvisors.net

Blake Miller strives for excellence in everything he does.

Brett Godwin

Financial Advisor - Atlanta, GA

404-994-2460

brett.godwin@ashfordadvisors.net

Brett Godwin is an agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as...

Carla Armstrong

New Business Administrator

(770) 390-2611

carlaarmstrong@ashfordadvisors.net

Carla Armstrong joined Ashford Advisors in 2011, after working in the mortgage banking industry for over twenty-five years. She serves as a New Business Administrator for the agency, helping associates process new business and...

Chip Busbey, CLU®

Financial Advisor - Atlanta, GA

(770) 390-2615

chipbusbey@ashfordadvisors.net

Having been around the financial services industry his entire life, Chip Busbey knew he wanted to impact the lives of people by providing comprehensive estate, retirement, and investment planning for his clients. His father, Howard C....

Christopher Johnson, MBA

Financial Advisor - Atlanta, GA

770-626-5612

christopher.johnson@ashfordadvisors.net

Christopher Johnson joined Ashford Advisors in September of 2018. As a client of the firm, he witnessed firsthand the intentional process and the impact it had on his family’s financial life; Christopher knew he wanted to be able...

Nhut "David" Pham

Associate - Atlanta, GA

770-691-6245

David.Pham@ashfordadvisors.net

Nhut "David" Pham is an agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange...

W. Edward Inman, Jr., ChFC®, CFP®, RICP®

Investment Specialist, Financial Advisor and Training - Atlanta, GA

404-905-1881

edinman@ashfordadvisors.net

Edward Inman left a career in the Fire Service with the City of Alpharetta in 2008 and joined Ashford Advisors. He was a client of the firm at the time and felt like he could share the experience and holistic financial planning process...

Elie E. Engler, ChFC®, CFP®, RICP®

Vice President - Financial Advisor

(770) 390-2658

elieengler@ashfordadvisors.net

Elie Engler is passionate about making a positive, lasting impact on the lives of those he serves. As a financial professional, mentor, and active member of the Jewish community in Atlanta, Elie is committed to helping individuals and...

Emily P. McIntyre, MBA

Director of Business Development

(770) 390-2640

emilymcintyre@ashfordadvisors.net

Emily McIntyre serves as the Marketing Manager at Ashford Advisors, a position she has held since 2008.

Emily Pool

Director of Client Relations - Ghioto Team

(912) 617-9036

emilypool@ashfordadvisors.net

Emily Pool works with the Atlanta Investment team.

Emily Mang

Client Operations Associate - Ed Inman Team

470-681-9639

emily.mang@ashfordadvisors.net

Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment...

Jenny Hosch

Client Relations Manager | Engler Team - Atlanta, GA

(770) 390-2645

jennyhosch@ashfordadvisors.net

As a seasoned Client Relations Manager, Jenny has been dedicated to delivering exceptional customer service since joining the Elie Engler team at Ashford in 2016. She has a passion for building strong client relationships and exceeding...

John C. Wells, III

Financial Advisor - Atlanta, GA

(678) 281-9101

johnwells@ashfordadvisors.net

For John Wells, his work is personal. He and his family understand the importance of having proper planning measures in place. In 2014 he lost his little sister Kristen to cancer; however, she was well taken care of up to the day of...

Johnny Howard

Director of Operations

(770) 390-2624

johnnyhoward@ashfordadvisors.net

Johnny Howard serves as the Director of Operations at Ashford Advisors.

Jonathan Dewitt

Registered Representative - Financial Advisor - Atlanta, GA

404-737-0099

jonathan.dewitt@ashfordadvisors.net

Jonathan Dewitt is an agent of Ashford Advisors, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange...

Jon-Paul Roy

Financial Advisor - Atlanta, GA

770-230-6711

770-390-2610

jon.roy@ashfordadvisors.net

In the rapidly changing world of financial services, Jon helps clients GROW, PROTECT, and COORDINATE their business and family finances. Joining Ashford Advisors in July 2019, Jon leverages decades of management consulting...

Keersten Davis

Client Operations Manager - Ed Inman Team

678-498-6601

keersten.davis@ashfordadvisors.net

Keersten Davis joined the Atlanta Investment Team in April of 2018. She supports the firm’s Investment business and manages client operations for Investment Specialist, Ed Inman. Born in Chicago, Illinois, Keersten has called...

Kelee Wylie

Office Manager, Atlanta Office

(678) 281-9108

keleewylie@ashfordadvisors.net

Kelee Wylie is the Office Manager in Atlanta. She serves as a New Business Administrator for the agency, as well as directs the day-to-day operations and activities of Ashford. Kelee joined Ashford Advisors in 1996. Kelee lives in...

Kim Morris

Client Operations Associate - Engler Team

770-670-5433

kim.morris@ashfordadvisors.net

Kimberly Morris joined Ashford Advisors in March 2026 as a Client Operations Associate, where she supports the day-to-day operations of the Engler team. In her role, Kimberly manages the team’s CRM system, oversees underwriting...

Kimberly Kalchgruber

Client Operations Associate

404-737-3148

kimberly.x.gonzalez@ashfordadvisors.net

Lynn D. Burke

New Business Administrator

(770) 536-9764

lynnburke@ashfordadvisors.net

Lynn Burke joined Ashford, formerly Murdock Taylor, in 1997. With an extensive background in insurance and brokerage, she serves as a New Business Administrator for the agency. A Georgia native, Lynn was born in LaGrange, and from age...

Mark O. Matia

Atlanta, GA

(770) 330-3306

markmatia@ashfordadvisors.net

Mark Matia knows first-hand the impact that a severe disability can have on a career.

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Matthew W. Meurer

Agency Control Officer

(770) 390-2613

mmeurer@ashfordadvisors.net

Matt Meurer joined Ashford Advisors in 2002, and his role within the organization has grown to Director of Finance.

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Michael J. Ghioto, CFP®, RICP®

Registered Principal and Financial Advisor

(404) 341-4401

mghioto@ashfordadvisors.net

With more than 15 years at Ashford Advisors, Michael Ghioto is a professional CERTIFIED FINANCIAL PLANNER™ focused on his client’s wealth accumulation, investment strategies, and retirement income planning....

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Nancy Du, MBA, RICP®, CFP®

Financial Advisor - Atlanta, GA

770-501-3886

nancydu@ashfordadvisors.net

Born and raised in Tianjin, China, Nancy started her career in finance with Bank of China international business in 1992. In 2003, she moved to Atlanta, GA, where she pursued her MBA in Finance from the Terry Business School at the...

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Norman L. Plotkin, JD, CLU®, ChFC®

Financial Advisor - Atlanta, GA

770-373-5690

770-390-2610

nplotkin@ashfordadvisors.net

Norman Plotkin originally began his career as an attorney, and in 1981 made the career move to financial services. Since then, Norman has become an invaluable asset to his clients. In 2000, Norman joined Ashford Advisors’ team of...
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Palmer Curry, WMCP^®

Financial Advisor - Atlanta, GA

(404) 383-6294

palmercurry@ashfordadvisors.net

After beginning his professional career in Sales and being recognized as a top 10 producer in his region, Palmer knew he wanted a change. He knew he wanted to help others reach their financial goals by giving them the knowledge and...

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Peter Bourg

Financial Advisor - Atlanta, GA

404-948-5140

peterbourg@ashfordadvisors.net

Peter Bourg entered the financial services industry to pursue two of his greatest interests—helping others and studying finance. He joined Ashford Advisors in 2008, recognizing an opportunity to practice what he is passionate about...
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R. Jim Moore

Director of Brokerage Sales - Atlanta GA

(770) 390-2672

jimmoore@ashfordadvisors.net

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.

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Rachel Erickson

Client Relations Manager

770-525-7532

770-390-2607

rachel.erickson@ashfordadvisors.net

Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment...

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Reagan H. Wolfe, ChFC^®, CLU^®, CExP™

Financial Advisor - Atlanta, GA

(770) 390-2682

reaganwolfe@ashfordadvisors.net

As a Financial Advisor at Ashford, one of the biggest issues Reagan sees when he first meets clients is that they suffer from Financial Disorganization. It's not that they don't know important facts about their financial life or that...

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Sara Dewitt

Financial Representative - Atlanta, GA

(404) 445-2263

sara.dewitt@ashfordadvisors.net

Sara Dewitt joined Ashford Advisors this year, after spending the last few years as a client. When the COVID pandemic and global economic disaster hit, Sara and her husband, Jonathan, felt more prepared and confident in her...

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Shannon Hsu

Director of Brokerage Sales

912-978-3899

shannonhsu@ashfordadvisors.net

Shannon serves as the Director of Brokerage Sales for Ashford Advisors in Georgia and South Carolina, a position she has held since 2004.

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Thomas Matia JD

Financial Representative - Atlanta, GA

404-383-4658

thomasmatia@ashfordadvisors.net

Thomas Matia became a Financial Representative for Ashford Advisors in 2011. He is a native of Atlanta and still calls Atlanta home with his wife, Malissa and his daughter, Scarlett. Thomas attended college at Georgia State University,...

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Tiffany McCallen

Marketing Coordinator - Ashford Global

740-793-3901

tiffany.mccallen@ashfordadvisors.net

Tiffany McCallen serves as the newest Marketing Coordinator for Ashford Advisors, joining the team in 2025. In this role, she blends creative design, social media knowledge, and strategic content development to elevate brand presence...
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Tom Purcell, CLU®, ChFC®

CEO

Tom Purcell serves as the Chief Executive Officer of Ashford Advisors. When he joined the firm in 1991 as a manager, he had a passion for helping others succeed.

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M. Travis Moore

Financial Advisor - Atlanta, GA

404-374-2944

travismoore@ashfordadvisors.net

Travis Moore entered the financial services career in 2008 with a desire to impact the lives of his clients. He decided to follow in the footsteps of his father, who has more than 50 years of experience in the industry and...

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Tresa Day

Agency Finance Director - Atlanta, GA

(770) 390-2627

tresaday@ashfordadvisors.net

Tresa Day serves as the Agency Finance Director and manages the firm's finances. She joined Ashford Advisors in 2016 after being introduced to one of the firm's Directors of Brokerage Sales, Daniel Taylor. In her previous role, Tresa...

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Trinity Tobin

Client Relations Manager - Blake Miller Team

678-833-3018

trinity.tobin@ashfordadvisors.net

Blake Miller Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered...

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Wendy Adams

Agency Administrator - Atlanta, GA

770-778-8184

wendyadams@ashfordadvisors.net

Wendy joined Ashford Advisors, formerly Murdock Taylor, in the mid 1990s. Taking time to raise her two children, she rejoined Ashford in 2016. Wendy assists multiple advisors in the Atlanta office with the processing of client...

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William Brown

Client Relations - Atlanta, GA

470-260-7749

404-661-7001

will@physicianfinancialgroup.com

PHYSICIAN FINANCIAL GROUP LLC is not an affiliate or subsidiary of Guardian. ASHFORD ADVISORS INC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.
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William Francis, CFSLA

Financial Advisor - Atlanta, GA

404-795-4159

william.francis@ashfordadvisors.net

William joined Ashford Advisors after graduating from the University of Georgia. He knew he wanted a career that would allow him to not only meet people but help them. William realized early in his life that a career where he could...
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