Molly Remeika, CFP®
C.P.A. – Manager, Tax & Accounting
Lydia Ricketts
Download BioNotable1 Year of Financial Services ExperienceContact(678) 797-3727Email LydiaLydia Ricketts Financial Planner Lydia Ricketts is a Financial Planner in the Planning & Implementation Department. Her responsibilities include assisting Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, reviewing client asset allocation and cash flow projections, developing client investment policy statements, and client services…
K.C. Smith, CFP®, CEPA
CFP® – Managing Associate
Adam Stadalius, CFP®
Financial Planner
Josh Weidie, CFP®, CWS®
Financial Planner
Melanie E. Wells, CFP®
CFP® – Associate