Sandy Springs Team | Wealth Enhancement

About the Sandy Springs Team

Welcome to the Sandy Springs Team, where we help clients navigate the dynamics of their relationship with money. Behavioral Wealth Management combines traditional wealth management with insights from behavioral science. Our interdisciplinary team of Financial Advisors and Behavioral Wealth Specialists assists clients with the pursuit of their financial goals. While our Financial Advisors focus on the "how", the Behavioral Wealth Specialists explore the "why" behind financial decisions, uncovering money beliefs and clearing subconscious roadblocks to wealth building. We believe our clients love knowing that people care about them beyond just their money. If you're looking for genuine support that wants to see you grow in overall life satisfaction, not just your net worth, don't hesitate to reach out!

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Advisory Team

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Craig Belisle

ChFC

Senior Vice President, Financial Advisor

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John Ellard

CFP®, CLU®, CPWA®, CEPA®

Senior Vice President, Financial Advisor

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Charlie Gray

CFP®

Senior Vice President, Financial Advisor

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Evan Quinn

CFP®, CRPC®, EA

Senior Vice President, Financial Advisor

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Tiffany Rosetti

BFA, CFP®

Senior Vice President, Financial Advisor

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John Steele

CFA®, CFP®

Senior Vice President, Financial Advisor and Director of Investments

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Bryan Walls

Vice President, Financial Advisor

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Brittan Fussell

CFP®

Financial Advisor

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Alaina Mattix

Associate Financial Advisor

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Wendell Clarke

Behavioral Wealth Specialist

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Cohen Taylor

LMFT, CFSW

Behavioral Wealth Specialist

Operations Team

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Karyn Chaney

Office Administrator

Andrew Smith

Investment Operations Manager

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Carlos Galindo

Portfolio Analyst

Client Service Team

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Nichole Ladon

Senior Client Service Associate

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Christopher Lemorocco

Senior Client Service Associate

In the news

Awards

Tom Moyer Named on Forbes 2024 List of Best-in-State Wealth Advisors

Media

MarketWatch: Mark Cortazzo Featured in “Retirement Plan Derailed: Will You Be Among the 40% Forced to Stop Working Earlier Than Expected?"

Mark Cortazzo

Media

InvestmentNews: Mark Cortazzo Featured in “Annuities Selling at Record Level as Clients Look for Growth and Buffers"

Mark Cortazzo

Resources from our team

Blog

7 Essential Financial Questions Same-Sex Couples Should Discuss

Same-sex couples face unique financial challenges. Explore 7 key questions—from marriage and estate planning to family building and long-term care—that LGBTQ+ partners should discuss to build a secure financial future.

Tiffany Rosetti BFA, CFP®

11/20/2020

Blog

The Benefits of Family Financial Planning For Parents and Adult Children

As the baby boomer population continues to settle into their retirement years, they’re taking most of the right steps in securing their financial future. However, the vast majority are missing an essential piece of the puzzle—they’re not including their adult children in the discussion.

Brittan Fussell CFP®

07/19/2023

Blog

6 Fears Successful Investors Overcome

Fear is one of the most primal feelings in the human experience. When harnessed correctly, internal fear can be an incredibly powerful motivator. However, if fear is not harnessed correctly, or if the fear is too powerful, we can become paralyzed. Paralysis by fear inhibits our mental processes and can often lead to irrational thinking. This is especially problematic when fear creeps into investment decision making.

Evan Quinn CFP®, CRPC®, EA

06/08/2021

Blog

Three Ways You Can Create a Healthy Relationship With Money

Buying a house, planning a big vacation, picking your retirement date … Most of us don't take these major financial decisions lightly. We build our lives one financial choice at a time, carefully considering the dollars and cents.

Cohen Taylor LMFT, CFSW

07/19/2024

Blog

3 Tips For Creating a Personal Financial Plan

Financial planning is all about living the life you want to live. A comfortable retirement might be your ultimate goal, but what does that look like for you? Beyond that, how do you expect to get there?

Evan Quinn CFP®, CRPC®, EA

02/03/2023

Team locations

Atlanta, GA

1100 Abernathy Rd NE #500, Atlanta, Georgia, 30328

Your complimentary consultation

During your no-obligation meeting, you will:

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.