Broker Check

Our Community Of Financial Associates

Our Leadership Team

Rose Ann McDonald

Rose Ann McDonald

Executive Vice President of Strategic Initiatives

770-510-5108

770-512-5154

Matthew Keiss

Matthew Keiss

Executive Vice President

770-512-5118

770-512-5154

R. Hunt Purdy

R. Hunt Purdy, CFP®

Controls Manager, Financial Advisor

770-512-5144

770-512-5154

Our Associates

Bryan Keenan

Bryan Keenan

Financial Adviser

770-512-5103

770-512-5154

Carolyn Burgin, MBA

Carolyn Burgin, MBA

Financial Planner, Apogee Financial Partners; Investment Adviser Representative, Equity Services, Inc.

(770) 356-3381

770-512-5154

Debbie Dorman

Debbie Dorman

Financial Advisor

770-377-4941

770-512-5155

Gary  Eastridge

Gary Eastridge

Financial Professional

404-452-2475

770-512-5154

Jessica Yi

Jessica Yi

Financial Professional

770-512-5176

770-512-5154

Jim Conant

Jim Conant

Financial Professional

770-512-5142

770-512-5154

Joey Patterson

Joey Patterson

Financial Professional

770-512-5120

770-512-5154

Joseph  Yi

Joseph Yi

Executive Vice President

770-512-5165

770-512-5154

Leida  Speller

Leida Speller

Financial Professional

770-512-5132

770-512-5154

Megan Harris

Megan Harris

Financial Professional

770-512-5107

770-512-5154

Michael  Robinson

Michael Robinson

Financial Professional

770-512-5140

770-512-5154

Reginald Beason

Reginald Beason

Case Design Specialist/Financial Representative

770-512-5145

Trish Haynes

Trish Haynes

Vice President, Financial Professional

770-512-5100

770-512-5155

Wei Li

Wei Li

Financial Advisor

770-512-5185

770-512-5154

Our Leadership