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. Read More
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. Read More
Carlos Gonzalez By Ronnie Baroud, 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. Read More
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. Read More
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. Read More
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. Read More
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. Read More
