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Theresa Stephan

By Chris Stenzel, members, July 6, 2023

A native of Syracuse, NY, Theresa joined Atlanta Consulting Group in 2023. Prior to joining ACG, Theresa worked for Raymond James for 10 years and spent several years working as the manager of a data entry facility and an accountant for an elementary school. Theresa has a passion for customer service and will greet you with a warm smile when you visit our office.

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Megan Reynolds, CFP

By Chris Stenzel, members, July 6, 2023

With over 31 years in the financial industry, Megan is a valuable and reliable team member committed to quality and accuracy. Megan's role includes gathering client data to produce personalized financial plans for our clients as well as problem solving. Megan is the main contact for clients to process requests for transfers/rollovers into accounts, open new accounts, analyze current account holdings, and fulfill research requests.

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Sara Sillay

By Kurt Hennek, members, November 21, 2022

Sara Sillay supports the Atlanta Consulting Group as a Client Operations Specialist. Sara's background includes operational management in retail and institutional settings.

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Monica Alvarez

By Kurt Hennek, members, August 12, 2022

Monica joined the Atlanta Consulting Group as an administrative assistant in 2022. She brings over 10 years of client service experience to the team. She works closely with our operations and compliance team to make sure ACG is operating smoothly.

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Carlos Gonzalez

By TCM Developer, members, May 8, 2022

Carlos currently serves as Director of Operations at the Atlanta Consulting Group. Prior to this, Carlos joined ACG as a Client Services/Operations professional. Carlos brings over 20 years of investment and financial sales support experience to ACG, thriving on providing exemplary client service that helps develop the sales team business.

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Claire Davis

By ACG, members, May 7, 2022

Claire joined the Atlanta Consulting Group in 2020 as a Client Operations Specialist. Prior to joining ACG, Claire was a Private Wealth Management Trust Advisor at SunTrust Bank, where she specialized in managing life insurance trusts, irrevocable trusts, and special needs trusts.

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Gary Schafer, AIF

By ACG, members, May 5, 2022

Gary is the Chief Operating Officer of the Atlanta Consulting Group, responsible for coordinating all aspects of the business. He has more than 28 years of experience in the financial services industry and is an Accredited Investment Fiduciary, responsible for coordinating numerous special projects and client demands at ACG.

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Gladys Soto

By ACG, members, May 4, 2022

Gladys joined the Atlanta Consulting Group in 2017 and provides over 20 years of client service experience to the team. Prior to relocating to Atlanta, Gladys spent years working with firms on Wall Street, allowing her to provide ACG’s clients with the high level of service they expect.

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Terri Sponseller

By ACG, members, April 19, 2022

Terri is the Compliance Officer for the Atlanta Consulting Group. Areas under her supervision include compliance reviews and filings, contracts, and billing. Terri has more than 40 years of experience in the financial services industry and holds Series 7, 9, 10 and 63 securities licenses.

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