Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Sign up for a complimentary initial consultation

Areas of focus

  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management
  • Christian Financial Strategies
  • Small Business
  • Insurance
  • Saving for Education
  • Tax Planning Strategies
  • Women's Financial Strategies

Awards & recognition

  • CKM Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Joe Kurelic, AdvisorHub Fast Growing Advisors to Watch, 2022-2023
  • Joe Kurelic, Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Our financial advice team providing community service in Sandy Springs, GA
Our financial advice team providing community service in Sandy Springs, GA

Giving back to the Metro Atlanta community is especially meaningful when you are surrounded by members of your wealth management team. In June of 2019, some financial advisors on our team spent time together at Catholic Charities Atlanta preparing items to be used by Refugee families moving into their first home in the US. In November of 2023, we volunteered at the Chattahoochee Nature Center in Roswell, GA planting food that they grow and give to the homeless.