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Our Team

Our team approach adds perspective to all we do and strives to provide increased benefits to our clients.

Find a Team Member

  • Amanda Platt
  • Armand Glassman, MBA, CFP®
  • Byron Poore II, CPFA©
  • Cody Moore, CEPA®
  • Darrin Cohen, CFP®
  • Dean Rosson
  • Jennifer McColloch
  • Jenny Bleicken
  • Joseph Thompson, CPA
  • Kaysi Darrah
  • Leslie Crye
  • Nathan Rachels
  • Shelly Renfroe
  • Susanna Murray
  • Thomas Martin

Partners

Darrin Cohen, CFP®

Darrin Cohen, CFP®

CEO, Founder

(678) 739-0175

Joseph Thompson, CPA

Joseph Thompson, CPA

Wealth Advisor, Partner

(770) 386-7007

Cody Moore, CEPA®

Cody Moore, CEPA®

Wealth Advisor, Partner

(678) 739-0175

Relationship Managers

Armand Glassman

Armand Glassman, MBA, CFP®

Chief Portfolio Manager

(678) 739-0175

Byron Poore II, CPFA©

Byron Poore II, CPFA©

Financial Planner & Investment Manager

(850) 973-2400

Nathan Rachels

Nathan Rachels

Wealth Advisor

(678) 739-0175

Susanna Murray

Susanna Murray

Director of Client Relationships (Cartersville)

(770) 386-7007

Thomas Martin

Thomas Martin

Director of Client Relationships (Alpharetta)

(678) 739-0175

Dean Rosson

Dean Rosson

Business Development

(678) 739-0175

Operations

Amanda Platt

Amanda Platt

Director of Events and Communications

(678) 739-0175

Leslie Crye

Leslie Crye

Director of Operations

(678) 739-0175

Jennifer McColloch

Jennifer McColloch

Client Services Director

(678) 739-0175

Kaysi Darrah

Kaysi Darrah

Client Services Director

(770) 386-7007

Jenny Bleicken

Jenny Bleicken

Client Services Director

(678) 739-0175

Shelly Renfroe

Shelly Renfroe

Client Services Director

(850) 973-2400

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial planning. We can help you address your needs of today and for many years to come.

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