Our People

Alan joined the Atlanta Consulting Group in 2022 as an Investment Analyst. As an analyst, he assists in performing manager due diligence, asset allocation modeling, and producing client deliverables.

Prior to joining ACG, Alan worked as a Senior Analyst at a private capital placement agent in Atlanta. There, he was a member of the firm’s project management team responsible for research, benchmarking, and production of marketing materials.

Alan earned his Bachelor’s and Master’s from the University of Alabama at Tuscaloosa. Alan is additionally a CFA charterholder. Originally from California, Alan now lives in Cartersville

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 the Atlanta Consulting Group. He has a Bachelor’s degree in Business Operations and a MBA from the Keller Graduate Schools of Business. He thrives on developing and building the sales team business by impacting clients with exemplary service. Carlos is originally from New York City and currently lives in Dunwoody with his wife Valicia and son Sebastian.

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Chris is a seasoned Financial Services professional with over 24 years’ experience in various roles across the industry. These roles include Retirement Planning, Due Diligence, Portfolio Analyst, and Institutional Consulting. Before joining the Atlanta Consulting Group, Chris was a Regional Director of Sales for Sierra Investment Management, responsible for 5 states in the Southeast. He grew this territory from virtually nothing to over $420 million in 6 years.

Chris is an accomplished veteran of the Financial Services industry, with extensive experience developing partnerships, driving results within wealth management product ecosystems, and collaborating with diverse portfolio managers. He has broad relationships, built on years of trust and collaboration, with investment professionals across Wirehouses, Regionals, and RIAs. His wide-ranging experience and keen awareness of how market dynamics affect financial portfolios have made him a thought leader among peers.

Chris received a bachelor’s degree in Finance from Georgia State University. He holds the Accredited Investment Fiduciary and the Accredited Wealth Management Advisor designations. Chris and his wife Amy have two teenagers – Haley and Shawn. They live in Kennesaw, GA with their two dogs – Bonnie and Clyde.

Gary serves as 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.

Mathematically minded, he thoroughly enjoys producing financial reports and analyses for our clients, working with and helping others on our team to provide superior service to our clients.

Gary first joined the Atlanta Consulting Group as a manager of performance analysis, where his responsibilities included supervising perfomance analysts, preparing and analyzing quarterly performance reports, and creating special reports to fulfill ad-hoc requests. Following that role, Gary migrated into an investment analyst role where his responsibilities included research and analysis on all aspects of the consulting process. Subsequently, Gary was responsible for leading a performance system conversion project and coordinating the completion of the quarterly performance reports and managing special projects.

Earlier in his career, Gary served as performance analyst at Alex, Brown & Sons in Baltimore and a financial analyst at Rollins, Inc. in Atlanta. He earned a Bachelor’s degree in Business Administration from Loyola College in Baltimore.

Originally from Churchville, Maryland, Gary lives in Atlanta. He is an avid cyclist and runner, and a past chair of the Planning and Zoning Committee for Henry County, Georgia.

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Gladys joined the Atlanta Consulting Group in 2017 and brings over 20 years of client service experience to the team. Prior to relocating to Atlanta, she spent several years working with firms on Wall Street. Her industry experience allows her to provide ACG’s clients with the high level of service they have come to expect. She is a mother of two daughters and currently resides in Sandy Springs, GA. In her free time, she enjoys training and competing in Fitness Competitions.

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Kaitlyn joined The Atlanta Consulting Group in 2016 as a member of the Operations team prior to transitioning to her current role as a Performance Analyst. She is responsible for measuring portfolio performance, producing investment reports, and providing the consultants with valuable analytical support. Before joining ACG, she was a Client Associate at Morgan Stanley.

Kaitlyn grew up in Marietta, GA and now resides in the Morningside area. In her free time, she enjoys playing tennis, golf, reading, and spending time with friends and family. She attends Passion City Church and volunteers with various organizations in the community.

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Keaton joined the Atlanta Consulting Group in 2020 as a Senior Investment Analyst. His role at ACG spans across the firm’s investment research efforts including manager selection and due diligence, asset allocation modeling, and general market analysis.

Prior to joining ACG, Keaton spent over five years with an investment advisory firm in St. Louis, Missouri serving primarily high-net-worth investors. There, he was a member of the firm’s Investment Committee, with responsibilities covering manager selection and due diligence, portfolio construction, and trading processes. Keaton earned his Bachelor’s degree from Truman State University, where he was also a four-year letter winner in baseball. He earned an MBA from Lindenwood University in St. Louis and is a CFA charter holder and member of the CFA Society of Atlanta. Originally from Iowa, Keaton lives in Atlanta with his wife, Lauren, and their dog, Blu.

Kurt is a Partner and the Director of Performance Reporting at the Atlanta Consulting Group. He has over 15 years of experience in the investment industry, specifically focused on performance return and risk measurement. His primary duties include the supervising of the Performance Analysts and the overseeing of their duties within the measuring of portfolio performance and the production of investment reports. Prior to becoming Director of Performance Reporting, Kurt joined the Atlanta Consulting Group in 2008 as a Performance Analyst.

Before joining ACG, Kurt was a Performance Analyst in the wealth management services division of Morgan Keegan in Memphis where he played a lead role in the conversion of multiple performance reporting systems. He earned a Bachelor’s degree in Finance from the University of Memphis. Kurt holds the Accredited Investment Fiduciary and has completed the Essentials of Investment Consulting (EIC) certificate program.

Originally from Memphis, Tennessee, Kurt lives in Atlanta with his wife, Laura, and two children. In his free time, he enjoys golfing, swimming, and outdoor activities. He is a member of Cathedral of Christ the King.

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Kurt is a Managing Partner and a Consultant of the Atlanta Consulting Group. As a consultant he provides investment consulting to a wide range of clients, including defined contributions plans, defined benefit plans, endowments, foundations and family offices.

His responsibilities include developing and revising investment policy statements, plan review and cost analysis, asset allocation modeling, manager due diligence and selection, and performance measurement and evaluation. In addition to serving clients, Kurt is responsible for assisting the day-to-day operations of the team and leads the business development and marketing efforts for the Atlanta Consulting Group.

His goal for our clients is to uphold and provide the elite level of service that the Atlanta Consulting Group is known for. He is dedicated to acting in the best interest of clients, helping them to meet their investment goals and objectives in the most efficient manner.

Before joining the Atlanta Consulting Group in 2009, Kurt was a financial advisor in the Athens, Georgia, office of Morgan Keegan. He earned a Bachelor’s degree in Business Administration from Western Carolina University. Kurt holds the Accredited Investment Fiduciary and the Certified Plan Fiduciary Advisor designation, offering expertise in investment fiduciary standards of care.

Kurt and his wife Allison live in Milton, GA with their three children, Jackson, Blakely, and Quinn.

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Ky is a member of ACG’s Performance Team, and as a Performance Analyst, he handles the reconciliation and accounting of various custodial accounts as well as the production and customization of our monthly and quarterly reporting packages.

Ky’s journey to ACG first officially began the summer of his senior year of college where he interned with the Performance Team, assisting with an ongoing conversion in reporting software taking place at the time.

He went on to receive his B.A. in Politics from Sewanee: The University of the South where he served as Sergeant at Arms of Delta Tau Delta and was a SAA conference finalist in varsity track and field, specializing in sprints.

Following his graduation, he spent considerable time within Operations at Raymond James Financial, Inc. where he specialized in the account opening and maintenance processes of the New Accounts department.

Still an avid fitness enthusiast and a proud outdoorsman, Ky enjoys weightlifting, hunting, and cooking. He supports the Atlanta Braves and is a member of the First United Methodist Church.

Lisa serves as a Performance Analyst at the Atlanta Consulting Group. In that role, her primary responsibilities include client portfolio performance calculation and analysis in addition to client reporting. She offers over 25 years of varied investment industry experience to the ACG team and is a graduate of Florida State University, where she earned a Bachelor’s degree in Business Administration.

Originally from the Midwest, Lisa grew up in north Florida and currently lives in Dunwoody, Georgia. In her free time, she enjoys exploring the region’s many parks, trails, and other green spaces as well as reading and watercolor painting.

With over 25 years’ experience in Financial Services, Mary joined the Atlanta Consulting Group in 2024 as its Chief Compliance Officer (CCO). At ACG, she is responsible for all aspects of the investment adviser compliance program. Prior to joining ACG, Mary served for over 14 years as the CCO for both dually registered and RIA-only firms specializing in providing tailored investment advisory solutions to institutions and ultra-high-net-worth clients.

Mary earned her Bachelor’s degree in Business Administration from the University of Florida. She has earned and maintains two professional designations: the Certified Securities Compliance Professional (CSCP^®) and the Investment Adviser Certified Compliance Professional (IACCP^®). Mary is also a member of the National Society of Compliance Professionals and has authored articles, participated on conference panels, and acted as mentor on behalf of that organization.

Mary grew up on Florida’s west coast and currently lives in Blairsville, Georgia with her son and three Boxer dogs. In her free time, she enjoys scuba diving, gardening, and raising chickens to provide fresh eggs for seniors with food insecurities in her area.

Matthew joined the Atlanta Consulting Group in 2010 as an Investment Analyst. He is now a partner and one of ACG’s Consultants. He focuses on providing investment consulting to endowments, foundations, family offices, defined benefit plans, and defined contribution plans.

In addition to his role as a consultant, he is involved in many of the investment research efforts of the group. He works on asset allocation modeling and manager due diligence and selection. Matthew also works on a multitude of additional services for clients including liability driven investing (LDI), evaluation of alternative assets, manager searches and client and committee education.

Prior to joining the Atlanta Consulting Group, Matthew spent a decade at AllianceBernstein. From 1999 to 2005, he was an Associate Portfolio Manager and Portfolio Analyst in the value equities group. From 2005 on, he served as a research analyst working on a variety of published Bernstein Blackbooks, which are well known and widely respected for their independent, objective and thorough company and industry forecasts.

Matthew earned a Bachelor’s degree from Vanderbilt University, holds the Chartered Financial Analyst designation and is a member of the CFA Society Atlanta. Originally from Connecticut, Matthew lives in Atlanta’s Buckhead community.

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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. She also completes items such as updates to accounts, account rebalancing, performance reporting, and cash requests.

A native of Woodford County, Megan started her career in the financial industry working at United Bank and Trust Company, Versailles Kentucky, in the trust department. In 1994, Megan accepted a sales assistant position at Hilliard Lyons where she worked with Rob Brewer and Van Thompson. Rob and Megan moved to Morgan Keegan in 1998. By that time, Megan had passed her series 7, 63 and 65 exams and two years later passed the series 9 and 10 exams.

Additionally, Megan completed her bachelor’s degrees in finance and management in 2010 and her MBA in 2013 from Sullivan University. In 2015, Megan obtained her Wealth Management Specialist designation and in early 2016, became a CERTIFIED FINANCIAL PLANNERTM professional.

Megan lives in her hometown of Midway Kentucky. She enjoys visiting with her grandchildren and hiking in our country’s national parks. In her spare time, Megan relaxes by reading novels and catching up with friends.

Michael joined the Atlanta Consulting Group in 2013 as an Investment Analyst. He is now a Partner and one of ACG’s Consultants. As a Consultant, he provides investment consulting to a wide range of clients, including endowments, foundations, family offices, and religious entities. His responsibilities include developing and revising investment policy statements, plan review and cost analysis, asset allocation modeling, manager due diligence and selection, and performance measurement and evaluation. In addition, he works with the investment team to cultivate new investment ideas across the investment spectrum and works with many of our mission-minded institutions on their socially responsible and ESG guidelines. In addition to serving clients, Michael also contributes to the business development and marketing efforts for the Atlanta Consulting Group.

Prior to joining the Atlanta Consulting Group, Michael spent five years with a boutique investment advisory firm serving high-net-worth individuals and institutions. Earlier in his career, he was an analyst with the private bank of Credit Suisse.

Michael grew up in the greater Atlanta area before obtaining his Bachelor’s degree in Finance with a minor in Accounting from Clemson University. He is a parishioner of the Cathedral of Christ the King, a former board chair of The Preschool at Peachtree Road United Methodist, and currently serves on the investment committee for the Mercy Care Foundation. Michael lives in Sandy Springs, Georgia, with his wife, Taylor, and three daughters. Michael enjoys playing golf when he isn’t coaching his daughters in soccer or basketball.

Mike is a Partner and a Consultant of the Atlanta Consulting Group, offering expertise in investment strategy and serving as a consultant to defined contribution plans, defined benefit plans, endowments, foundations, select wealthy individuals/families and hospital reserve assets.

He is highly skilled in asset management responsibilities such as manager analysis, portfolio management and business reporting. His goal is to attain client investment objectives in an efficient and cost-effective manner while taking the least amount of risk necessary. Mike is a Chartered Financial Analyst and an Accredited Investment Fiduciary. He is a member of the CFA Institute and the CFA Society Atlanta.

Before joining the Atlanta Consulting Group in 1990, Mike was a financial advisor with Morgan Keegan. He earned a Bachelor’s degree in Finance from Louisiana Tech University, where he was a member, pledge educator and Vice-President of Kappa Sigma.

Originally from Little Rock, Arkansas, Mike lives in Atlanta with his wife Karen and has three children, Fletcher, Ashby, and Katie. In his free time, he enjoys many outdoor activities. He is a member of Cathedral of Christ the King church.

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Monica joined the Atlanta Consulting Group in July 2022 and brings over 10 years of Client Service experience to the team.

Prior to relocating to Atlanta from New York City, she spent several years focused on customer and administrative services.  Her experience allows her to provide ACG’s clients with a high level of service they have come to expect.  She is a mother of two boys, a teenager boy and a four-legged pup named Max.  She currently resides in Sandy Springs, GA.  In her free time, she loves to spend quality time with her family and friends.

Patrick joined the Atlanta Consulting Group in 2021 as an Investment Analyst. As an analyst, he assists in performing manager due diligence, asset allocation modeling, and producing client deliverables.

Prior to joining ACG, Patrick worked as a Portfolio Administrator at a wealth management firm in College Station, Texas. There, he was a member of the firm’s investment team responsible for portfolio construction, research, and trading.

Patrick earned his Bachelor’s degree from the University of Georgia and his Master’s degree from Virginia Commonwealth University. Also, Patrick has passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

Originally from Tennessee, Patrick now lives in Atlanta’s Buckhead community. He is an avid golfer and enjoys cycling and reading in his free time.

Rob began his career in 1992 at Hilliard Lyons after graduating from the University of Kentucky. In 1998, Rob moved to Morgan Keegan where he went on to become a senior vice president and eventually a managing director of the firm. He was also the branch manager of the Lexington Kentucky office for Morgan Keegan from 2008 through November 2016 and led the office through the transition of the merger when Morgan Keegan was acquired by Raymond James in 2012.

Rob holds his series 7, 9, 10, 31 and 66 licenses as well as his insurance license. He also has obtained the Wealth Management Specialist, Certified Retirement Planning Counselor® and his Accredited Investment Fiduciary (AIF®) designations. With 30 years in wealth management, Rob offers comprehensive financial planning specializing in asset management, retirement income planning analysis, estate planning and tax advantaged wealth transfer strategies. Rob takes pride in helping individuals and their families identify their monetary objectives and develop a plan to actively and efficiently pursue their goals. Rob also has partnered with the Atlanta Consulting Group to help institutions and non-profits manage their assets and adhere to their IPS and spending policy. Rob was named to the 2021, 2022 and 2023 edition of the Forbes list of Best-in-State Wealth Advisors*.

Rob remains active in the Lexington community serving on the board of the Lexington Cemetery after serving for many years on the board of The Lexington School, Greenhouse 17 and the High Street – YMCA. Rob and his wife, Kelly, were also past co-chair the LexArts campaign for the city of Lexington.

Rob and Kelly have three daughters, Carter, Clay and Smith. When not spending time with his family, Rob enjoys traveling the great outdoors and spending time on the golf course.

*Forbes Best-in-State Wealth Advisors (2021, 2022, 2023) – Ranking is developed by SHOOK Research and is published in April of each year, based on data as of the previous June. Rankings are based on an algorithm of qualitative criteria and quantitative data. Advisors are then grouped by state and ranked based upon the results. ACG does not pay to be included in any ranking and has no reason to believe any recognition or ranking has been designed or prepared to produce any predetermined result. Nothing herein should be construed by a client or prospective client as a guarantee that the client will experience a certain level of result if ACG is engaged, or continues to be engaged, to provide investment advisory services, and no ranking or recognition should be construed as an endorsement of ACG.

Rod was a Founding Partner and a Consultant of the Atlanta Consulting Group.  He was dedicated to providing best-in-class client service, always acting in the best interest of the clients he served. Detailed and analytical, Rod was passionate and devoted to helping ACG clients pursue their important investment objectives.

After establishing the Atlanta Consulting Group in 1985, Rod served as the branch manager of the Atlanta office of Morgan Keegan. Earlier in his career, he worked at Merrill Lynch in Kansas City, Missouri, as an account executive specializing in corporate services and retirement plan investing. While there, Rod developed and marketed the firm’s retirement plan evaluation service and investment advisor selection process.

Rod earned a Bachelor’s degree from the United States Air Force Academy and fulfilled his military service upon graduation. He furthered his education by earning a Master’s degree in operations management from the University of Arkansas. He is Chairman of the investment committee for the United States Air Force Academy Association of Graduates Endowment. He previously sat on the Fifth Congressional District of Georgia U.S. Service Academy Selection Board for over 13 years.

Originally from Lexington, Nebraska, Rod lives in Marietta, Georgia, with his wife, Lynne. They have three children, Darci, Kurt and Kristin and 7 Grandchildren. Rod is also a member of the Catholic Church of St. Ann, a past member of Boy Scout Troop 1776 and a Eagle Scout.

Sara re-joined The Atlanta Consulting Group in October 2022 after taking 7 years off to build a successful business with her husband. Before joining us in 2011, she had over a decade of experience ranging from assisting on-line, self-directed investors at E*Trade to reporting and portfolio management with two Certified Financial Planners. She has a breadth of knowledge due to her extensive experience in various roles in the financial industry. In her free time, she enjoys spending time with her husband and their three children.

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. She has been with the Atlanta Consulting Group since 1991 and began her career in the operations area with E.F. Hutton in 1976.

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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. Theresa believes that meeting client’s wants, needs and wishes makes working in this industry less of a job but more of a way of life. Theresa holds the Series 7 and 63 securities licenses and graduated, Magna Cum Laude with a Bachelor of Science in Business Administration with an emphasis in Finance from Sullivan University in 2017. When not working, Theresa enjoys traveling with her partner Ken, gardening and spending time with her grandchildren.

Troy joined the Atlanta Consulting Group in October of 2022 as an Investment Analyst. Born and raised in Lafayette, Louisiana, he moved to Maine to receive his bachelor’s degree in Mathematics with a minor in Africana Studies from Bowdoin College. He now resides in Alpharetta, GA.  In his free time, Troy enjoys doing calisthenics, play chess, reading, and participating in outdoor activities