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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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

Meet Our Team

Seth Waltman

Managing Director

(706) 850-7319

swaltman@phoenixassetadvisors.com

Seth has more than 20 years of experience providing wealth management advice and services. A graduate of the Tulane University, he specializes in providing his clients with a holistic approach to investment and wealth management. He...
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Keith Spelmon - CRPC, M.B.A.

Managing Director

678-954-5682

keithspelmon@phoenixassetadvisors.com

Keith Spelmon is a happily married father, raising two school-aged boys in Atlanta, GA. Originally from Los Angeles, CA Keith graduated Magna cum Laude from Morehouse College in 1996 and then he earned an MBA from Anderson Graduate...
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Chris Scarborough

Managing Director

706-850-7319

Chris@phoenixassetadvisors.com

Chris has over 23 years of experience in the financial services industry. A native Athenian, Chris graduated from Clarke Central High School and then the University of Georgia with a Bachelor of Business Administration. He began his...
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