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1050 Crown Pointe Parkway Suite 1700 Atlanta, GA 30338

(770) 512-5100
info@apogeefp.com
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Our Community Of Financial Associates

Find an Associate

  • Adria Johnson
  • Amarlo Herrera
  • Anna Chau
  • Apogee Financial Partners
  • April Murdaugh
  • Bert Livingston
  • Bruce G. Reich, CPA, MBA
  • Bryan Keenan
  • Carolyn Burgin, MBA
  • Christina Placide
  • Craig Peter MacKenzie
  • Curt Spinney, CFP® RICP®
  • Curtis James, Jr.
  • Debbie Dorman
  • Delphina Byrd
  • Gary Eastridge
  • Ginger Griffith
  • Hillory P. Burkett, Jr., CFP®
  • Ira M. Isaacs, ChFC®
  • Jan Bell, CLU, ChFC®
  • Jessica Yi
  • Jim Conant
  • Joey Patterson
  • John W. "Butch" Poss
  • Joseph Yi
  • Kathy Sullivan
  • Katina Walker
  • Leida Speller, CFP®, ChFC®
  • Leonard Lawrence
  • Mark Vosk, ChFC
  • Matthew Keiss
  • Megan Harris
  • Michael Robinson
  • Michael Hirsch
  • Michelle Shields
  • C. Peter MacKenzie, Jr.
  • Peter Thelen
  • R. Hunt Purdy, CFP®
  • Raye Varney
  • Richard Cederberg, CLU, ChFC®
  • Ro Reese
  • Rose Ann McDonald
  • Sam W Holden, II
  • Santin Bjorklund
  • Shannon Clark
  • Sharnece Ward
  • Shyam Mohammed
  • Stephen R. Carmody, J.D.*
  • Sunil Sachdeva
  • Trish Haynes
  • Vitas Hales
  • Wei Li

Our Leadership Team

Richard Cederberg

Richard Cederberg, CLU, ChFC®

Chief Executive Officer

770-512-5100

770-512-5155

Rose Ann McDonald

Rose Ann McDonald

Executive Vice President of Strategic Initiatives

770-510-5108

770-512-5154

Curtis James, Jr.

Curtis James, Jr.

Managing Director

904-208-5024

904-296-0402

Gary Eastridge

Gary Eastridge

Executive Vice President

404-452-2475

770-512-5154

Vitas Hales

Vitas Hales

Executive Vice President

404-964-6756

770-512-5155

Matthew Keiss

Matthew Keiss

Executive Vice President

770-512-5118

770-512-5154

Joseph Yi

Joseph Yi

Executive Vice President

770-512-5165

770-512-5154

R. Hunt Purdy

R. Hunt Purdy, CFP®

Controls Manager, Financial Advisor

770-512-5144

770-512-5154

Our Associates

Jan Bell, CLU, ChFC®

Financial Professional

770-399-0417

770-399-0426

Santin Bjorklund

Santin Bjorklund

Financial Planner

770-512-5128

770-512-5155

Carolyn Burgin, MBA

Carolyn Burgin, MBA

Financial Planner

(770) 356-3381

770-512-5154

Hillory Burkett

Hillory P. Burkett, Jr., CFP®

Financial Advisor

770-512-5116

770-512-5154

Delphina Byrd

Delphina Byrd

Financial Advisor

770-512-5167

770-512-5154

Stephen Carmody

Stephen R. Carmody, J.D.*

Financial Advisor

770-512-5127

770-512-5154

Anna Chau

Anna Chau

Financial Professional

Jim Conant

Jim Conant

Financial Professional

770-512-5142

770-512-5154

Debbie Dorman

Debbie Dorman

Financial Advisor

770-512-5131

770-512-5155

Megan Harris

Megan Harris

Financial Professional

770-512-5107

770-512-5154

Trish Haynes

Trish Haynes

Financial Professional

770-512-5100

770-512-5155

Amarlo Herrera

Amarlo Herrera

Financial Professional

808-333-4458

Michael Hirsch

Michael Hirsch

Financial Professional

770-856-8217

Sam W Holden, II

Sam W Holden, II

Lewis Edmonds & Co.

770-512-5174

770-512-5154

Ira Isaacs

Ira M. Isaacs, ChFC®

Vice President

404-512-1167

770-512-5154

Adria Johnson

Adria Johnson

Financial Professional

404-985-3926

770-512-5155

Bryan Keenan

Bryan Keenan

Financial Adviser

770-512-5103

770-512-5154

Leonard Lawrence

Leonard Lawrence

Financial Professional

904-296-3300

904-296-0402

Wei Li

Wei Li

Financial Advisor

770-512-5185

770-512-5154

Bert Livingston

Bert Livingston

Investment Adviser Representative of Equity Services, Inc.

904-296-3300

904-296-0402

Craig MacKenzie

Craig Peter MacKenzie

Financial Professional

770-512-5151

770-512-5154

Peter MacKenzie

C. Peter MacKenzie, Jr.

Vice President

770-512-5127

770-512-5154

Shyam Mohammed

Shyam Mohammed

Financial Advisor

770-512-5161

770512-5154

April Murdaugh

April Murdaugh

Financial Advisor

904-296-3300

904-296-0402

Joey Patterson

Joey Patterson

Financial Professional

770-512-5120

770-512-5154

Christina Placide

Christina Placide

Financial Professional

770-512-5125

770-512-5154

John Poss

John W. "Butch" Poss

Financial Advisor

770-921-7408

770-921-9545

Ro Reese

Ro Reese

Financial Professional

904-208-5011

904-296-0402

Bruce Reich

Bruce G. Reich, CPA, MBA

Vice President

770-512-5122

770-512-5140

Michael Robinson

Michael Robinson

Financial Professional

770-512-5140

770-512-5154

Sunil Sachdeva

Sunil Sachdeva

Financial Professional

678.521.8484

Michelle Shields

Michelle Shields

Financial Professional

773.787.6204

770-512-5154

Leida Speller, CFP®, ChFC®

Leida Speller, CFP®, ChFC®

Director of Financial Planning

770-512-5132

770-512-5154

Curt Spinney

Curt Spinney, CFP® RICP®

Financial Advisor

770-512-5183

770-512-5154

Mark Vosk

Mark Vosk, ChFC

Vice President

770-512-5117

770-512-5154

Katina Walker

Katina Walker

Financial Professional

404-247-2655

Jessica Yi

Jessica Yi

Financial Professional

770-512-5176

770-512-5154

Ginger Griffith

Ginger Griffith

Financial Advisor

404-484-6290

Peter Thelen

Peter Thelen

Financial Representative

770-527-6574

Sharnece Ward

Sharnece Ward

Financial Representative

770-512-5177

Our Staff

Shannon Clark

Shannon Clark

New Business Manager

770-512-5106

770-512-5154

Kathy Sullivan

Kathy Sullivan

Compliance Coordinator

770-512-5180

770-512-5154

Raye Varney

Raye Varney

Operations Administrator

770-512-5112

770-512-5154

Our Leadership