Meet Our Team

Our Community Of Financial Associates

Find an Associate

Alexandrea Bonds
Amarlo Herrera
Apogee Financial Partners
April Murdaugh
Bert Livingston
Blake Cederberg
Bruce G. Reich, CPA, MBA
Bryan Keenan
Carla Floratos
Carolyn Griggs
Carolyn Burgin, MBA
Casey Twisdale
Christina Placide
Craig Peter MacKenzie
Curt Spinney, CFP® RICP®
Curtis James, Jr.
Debbie Dorman
Delphina Byrd
Gary Eastridge
Hillory P. Burkett, Jr., CFP®
Ira M. Isaacs, ChFC®
Jan Bell, CLU, ChFC®
Jim Conant
Joey Patterson
John W. "Butch" Poss
Joseph Yi
Kathy Sullivan
Katina Walker
Leida Speller, CFP®, ChFC®
Leonard Lawrence
Mark Vosk, ChFC
Megan Harris
Michael Robinson
Michael Hirsch
Michelle Shields
C. Peter MacKenzie, Jr.
R. Hunt Purdy, CFP®
Raye Varney
Richard Cederberg, CLU, ChFC®
Rose Ann McDonald
Sam W Holden, II
Shannon Clark
Stephen R. Carmody, J.D.*
Tcharyne Virgile
Trish Haynes
Vitas Hales
Wei Li

Our Leadership Team

Richard Cederberg, CLU, ChFC®

Chief Executive Officer

770-512-5100

770-512-5155

RCederberg@Apogeefp.com

Carolyn Griggs

Vice President of Operations

770-512-5110

770-512-5154

CGriggs@apogeefp.com

Rose Ann McDonald

Executive Vice President of Strategic Initiatives

770-510-5108

770-512-5154

RMcDonald@apogeefp.com

Curtis James, Jr.

Managing Director

904-208-5024

904-296-0402

CJames@apogeefp.com

Gary Eastridge

Executive Vice President

404-452-2475

770-512-5154

GEastridge@Apogeefp.com

Carla Floratos

Managing Director

770-512-5118

770-512-5154

Floratos_Carla@nlgroupmail.com

Vitas Hales

Executive Vice President

404-964-6756

770-512-5155

vhales@apogeefp.com

Joseph Yi

Executive Vice President

770-512-5165

770-512-5154

jyi@apogeefp.com

R. Hunt Purdy, CFP®

Controls Manager, Financial Advisor

770-512-5144

770-512-5154

HPurdy@Apogeefp.com

Our Associates

Jan Bell, CLU, ChFC®

Financial Professional

770-399-0417

770-399-0426

bell_jan@nlgroupmail.com

Alexandrea Bonds

Financial Professional

bonds_alexandrea@nlgroupmail.com

Carolyn Burgin, MBA

Financial Planner

(770) 356-3381

770-512-5154

Burgin_Carolyn@nlgroupmail.com

Hillory P. Burkett, Jr., CFP®

Financial Advisor

770-512-5116

770-512-5154

HBurkett@apogeefp.com

Delphina Byrd

Financial Advisor

770-512-5167

770-512-5154

DByrd@apogeefp.com

Stephen R. Carmody, J.D.*

Financial Advisor

770-512-5127

770-512-5154

SCarmody@Apogeefp.com

Jim Conant

Financial Professional

770-512-5142

770-512-5154

jconant@Apogeefp.com

Debbie Dorman

Financial Advisor

770-512-5131

770-512-5155

DDorman@apogeefp.com

Megan Harris

Financial Professional

770-512-5107

770-512-5154

Harris_Megan@nlgroupmail.com

Trish Haynes

Financial Professional

770-512-5100

770-512-5155

phaynes@apogeefp.com

Amarlo Herrera

Financial Professional

808-333-4458

aherrera@apogeefp.com

Michael Hirsch

Financial Professional

770-856-8217

michael@hirschgroup.org

Sam W Holden, II

Lewis Edmonds & Co.

770-512-5174

770-512-5154

holden_sam@nlgroupmail.com

Ira M. Isaacs, ChFC®

Vice President

404-512-1167

770-512-5154

IIsaacs@Apogeefp.com

Bryan Keenan

Financial Adviser

770-512-5103

770-512-5154

BKeenan@apogeefp.com

Leonard Lawrence

Financial Professional

904-296-3300

904-296-0402

llawrence@apogeefp.com

Wei Li

Financial Advisor

770-512-5185

770-512-5154

li_wei@nlgroupmail.com

Bert Livingston

Investment Adviser Representative of Equity Services, Inc.

904-296-3300

904-296-0402

livingston_bert@nlgroupmail.com

Craig Peter MacKenzie

Financial Professional

770-512-5151

770-512-5154

CMackenzie@apogeefp.com

C. Peter MacKenzie, Jr.

Vice President

770-512-5127

770-512-5154

PMackenzie@apogeefp.com

April Murdaugh

Financial Advisor

904-296-3300

904-296-0402

murdaugh_april@nlgroupmail.com

Joey Patterson

Financial Professional

770-512-5120

770-512-5154

JPatterson@Apogeefp.com

Christina Placide

Financial Professional

770-512-5125

770-512-5154

cplacide@apogeefp.com

John W. "Butch" Poss

Financial Advisor

770-921-7408

770-921-9545

jbposs@apogeefp.com

Bruce G. Reich, CPA, MBA

Vice President

770-512-5122

770-512-5140

breich@apogeefp.com

Michael Robinson

Financial Professional

770-512-5140

770-512-5154

mrobinson@apogeefp.com

Michelle Shields

Financial Professional

773.787.6204

770-512-5154

Shields_Michelle@nlgroupmail.com

Leida Speller, CFP®, ChFC®

Director of Financial Planning

770-512-5132

770-512-5154

LSpeller@Apogeefp.com

Curt Spinney, CFP® RICP®

Financial Advisor

770-512-5183

770-512-5154

CSpinney@apogeefp.com

Tcharyne Virgile

Financial Professional

770-512-5177

770-512-5154

tvirgile@apogeefp.com

Mark Vosk, ChFC

Vice President

770-512-5117

770-512-5154

vosk_mark@nlgroupmail.com

Katina Walker

Financial Professional

404-247-2655

kwalker@apogeefp.com

Our Staff

Shannon Clark

New Business Manager

770-512-5106

770-512-5154

SClark@Apogeefp.com

Kathy Sullivan

Compliance Coordinator

770-512-5180

770-512-5154

KSullivan@apogeefp.com

Blake Cederberg

Case Design Specialist

770-512-5100

770-512-5154

bcederberg@apogeefp.com

Casey Twisdale

Director of Operations, Financial Professional

904-296-3300

904-296-0402

ctwisdale@apogeefp.com

Raye Varney

Operations Administrator

770-512-5112

770-512-5154

rvarney@apogeefp.com