Atlanta Office

Here’s our story. We look forward to hearing yours.

Christopher Pullaro CPA, CFP®
Managing Partner

David A. Pierce
Managing Partner

Dave Mirolli, RFC
Managing Partner

 

Brian Pierce
Partner

Cal Halliburton
Wealth Advisor

Jack M. (Matt) Cayce, CFS
Wealth Advisor

Thomas M. Tolleson, Jr,
Wealth Advisor

William Bolt
Wealth Advisor

Lisa Hamilton
Director of Operations

 

Lauren Duncan
Relationship Manager

Tyler Stollar
Client Manager

Regina Owens
Relationship Manager

Donna Pelletier
Director of Client Relations

Michelle Bishop
Client Services Administrator