email@example.com | (770) 295-5627
Amy has over 20 years’ experience in the financial industry and has held multiple strategic roles with oversight for investments, technology, operations and advisory services, all centering on her passion: serving clients. Her background of steering strategic direction in a manner that best serve clients’ needs has taken her from Suntrust and Accenture to her most recent role as COO of JOYN, a behavioral wealth management firm acquired by Wealth Enhancement Group.
She is known to love Monday mornings and has been caught listing ‘work’ as a hobby. A nomadic spirit at heart due to her multicultural upbringing, when she's not at work, you can find her traveling with her husband and son, or at home, wrangling her wanderlust and planning the next destination.
firstname.lastname@example.org | (770) 295-5601
David joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model. A model that focuses on aligning wealth management with the integration of human emotions while taking into consideration an individual’s talents, wisdom, network and relationships. David has been featured in a number of prominent outlets including The New York Times, The Wall Street Journal and The Huffington Post. He also enjoys sharing his wealth management philosophy through professional engagements and workshops. David is married and has two grown children and one granddaughter.
*Factors included in Barron’s Top Financial Advisor rankings: assets under management, revenue produced by the firm, regulatory record, quality of practice and philanthropic work.
email@example.com | (770) 295-5603
Matt was the President and Co-Founder of JOYN, joining Wealth Enhancement Group through a partnership in 2020. There he played an integral role in developing the Behavioral Wealth Management™ model, which helps clients approach their financial decisions from a new perspective that blends the science of human behavior with wealth management. Matt also spent time as a Certified Public Accountant for Price Waterhouse and as a Chief Operating Officer in the real estate and development industry. He and his wife Doris have six children and 13 grandchildren. The couple enjoys traveling extensively and all manner of cuisine and dining experiences. Matt also enjoys spending time in the garden and sailing.
firstname.lastname@example.org | (770) 295-5619
Craig is known for building strong relationships with his clients, using his natural enthusiasm and engaging demeanor to help them focus on using all aspects of their wealth to help them achieve their life’s purpose.
Working with clients for over 24 years, he has specifically enjoyed helping them through life transitions and challenging times, which can often be associated with high levels of stress and anxiety. His approach is to help clients become emotionally centered, allowing them to be in a better place to make decisions with clarity and confidence.
Craig is a long-time fan of the Atlanta Hawks, and can often be spotted cheering for Atlanta United FC and the University of Georgia women’s soccer teams. Craig and his wife have been married for almost 30 years and have three daughters who are also avid soccer players and fans.
email@example.com | (770) 295-5607
Charlie uses more than 35 years of financial planning and investment experience to help address the needs of successful business and community leaders and their families. His technical expertise and management skills help him address a client’s overall financial health, encouraging them to focus on their talents and the goals they have set for themselves. Charlie is actively involved in a variety of organizations, including Mt. Vernon Presbyterian Church, where he is an Elder and Chairman of the Finance Committee and a member of the church Foundation Grant Committee. He also serves as Vice Chair on the board of Los Niños Primero and heads up the Scholarship Committee. As a lifelong Atlantan, Charlie is an avid Atlanta Braves baseball and University of Georgia football fan. In his free time he enjoys being with his wife Lisa, their three children and five grandchildren.
firstname.lastname@example.org | (770) 295-5605
With over 25 years of experience, Marc brings a variety of skills to Wealth Enhancement Group. Formerly the CEO of Strategic Liquidity Services at JOYN Advisors, Marc excels at orchestrating professional teams that can help business owners make the most of their liquidity options. Marc leads clients through a process that allows them to get what they want at “the intersection of the corporate and the personal,” with a heavy emphasis on tax planning in cooperation with tax counsel.
Marc’s diverse background as a corporate attorney and as an aide to a U.S. Senator helps him identify opportunities and address problems unique to the business owner and to wealthy families. He has also served as a member of the Board of Visitors of Emory University among many other charities and boards. He is a frequent writer and speaker, including recent articles for Forbes.com. Marc and his wife, Bev, live in Atlanta with their four amazing daughters.
email@example.com | (770) 295-5634
John has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. Through his previous role of Director of Investments at JOYN Advisors, he understands how to build highly customized portfolios for high-net-worth clients, and how to help them focus on ways to create meaning in their lives. He’s a true finance nerd who is also disciplined in his nutrition goals. He enjoys traveling and stays balanced by practicing Krav Maga, motorcycle riding and kayaking. John is also involved in various organizations such as Atlanta CFA Society (ASFIP), Buckhead Church, Public School Financial Literacy and Feed My Starving Children.
firstname.lastname@example.org | (770) 295-5651
John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John and his wife Laura have two children; Justin is a U.S. Marine and Julia is prepping to start college. The whole family enjoys cheering on UGA.
email@example.com | (770) 295-5621
Tiffany has lived around the globe and brings her worldly life experiences to her everyday work. Starting in the industry in 2007, she learned the importance of understanding not only the big picture and details in order to fully implement plans, but also her clients’ values and relationship with money. She has a passion for music and has performed in places from China to Germany to home in Atlanta. Tiffany lives in Smyrna with her husband, Rich, and their English Bulldogs, Goombah and Mala.
firstname.lastname@example.org | (770) 295-5716
Bryan enjoys tackling serious challenges in both business and personal endeavors. He helps clients discover opportunities based on heart and personal mission. Coming from the financial consultant world with Fidelity for over seven years, he combines both industry knowledge with human values. If he’s not pushing himself through Tough Mudder Races, or taking pictures, you may find him enjoying Netflix with his wife, Courtney, while also wearing North Carolina athletic gear.
email@example.com | (770) 295-5681
Cindy’s skills in both math and science have attributed to her success as a financial advisor. Her degree in exercise science and work in sports management, along with her MBA, has helped her craft unique strategies for clients. Her mission of always doing what’s right, not what’s convenient, keeps her moving. Her husband and four children also keep her on her toes, balancing seasonal sports and her personal passion of writing.
firstname.lastname@example.org | (770) 295-5710
Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He fuses his industry expertise with client goals to offer ideas and strategies that align with their values. When away from the office, you may find him playing his cello (a life-long hobby), rooting for a Philadelphia sports team, or enjoying time with his wife Krista.
email@example.com | (770) 295-5635
D.L. has worked in the financial industry for over 17 years and has a driving passion for helping people solve problems. He most recently worked at JOYN Advisors as a financial advisor and currently is an instructor for the Certified Financial Planner™ Program at Kennesaw State University’s College of Continuing Education.
D.L.’s friendly demeanor makes it easy to connect with just about anyone. Family is in the center of his life: He’s the proud grandson of WWII Tuskegee Airman, and he’s thrilled to have his own wonderful family of three daughters and two sons. When he’s not in the office, he enjoys music and reading legal thrillers.
firstname.lastname@example.org | (770) 295-5610
Whitney has had an interest in finance since she was a child. Managing money, saving, budgeting, bargain-hunting and planning all come naturally to her. She recognizes that for many people these topics aren’t quite as natural or enjoyable, and has found a career where she can pair her desire to help people with her natural abilities. She tries to put herself into her clients’ shoes in order to truly understand their financial situation and help them work towards their goals. Whitney enjoys the outdoors and can often be found fly fishing, paddleboarding and kayaking. She has also played classical piano for almost 20 years.
email@example.com | (770) 295-5673
Adrienne’s interest in behavioral science and overall wellness has been a lifelong interest. Throughout her nearly 2 decades of professional experience, she has worked as a mental health professional and advocate for her clients to reach their full potential. Adrienne works in tandem with financial advisors to provide a wide range of services to support clients and their families.
firstname.lastname@example.org | (770) 295-5707
With over 10 years of experience supporting clients, Cohen strives to help others realize their goals while enriching their lives. Her professional acumen as a Marriage and Family Therapist, paired with her experience in a variety of settings such as healthcare, community mental health, school-based, and private practice, has built trust with clients both professionally and personally. As a Behavioral Wealth Specialist, she helps to provide a framework for clients to understand their decisions and behaviors around money in the broader context of their lives. When Cohen is not busy working and connecting with people, she enjoys spending time with family and being outdoors.
email@example.com | (770) 295-5617
Heidi is passionate about providing clients with opportunities to work toward their best selves. With a history in social work, she understands how the human factor can affect the decision-making process and enjoys helping deescalate stressful situations. She also enjoys sharing her experience and point-of-view with her colleagues to help more clients approach their goals from a different perspective. Heidi enjoys traveling with her family to places like Africa and China. She also enjoys spending time in her garden and, as a native Texan, rooting for the Texas Longhorns.
firstname.lastname@example.org | (770) 295-5610
email@example.com | (770) 295-5610
firstname.lastname@example.org | (770) 295-5610
email@example.com | (770) 295-5610
firstname.lastname@example.org | (770) 295-5610
email@example.com | (770) 295-5649
Rachel graduated from Boston University with a BA in Psychology. Over the last decade, Rachel has been working in Human Resources, most recently with JOYN, a behavioral wealth firm acquired by Wealth Enhancement Group. Rachel loves the operational aspect of Human Resources, so she was excited to accept a role as Regional Operations Manager with Wealth Enhancement Group.
As with everything she does, Rachel brings energy, passion and drive to her work. She is a self-described productivity ‘junkie’. Rachel loves wearing multiple hats because it allows her to work on a variety of projects and take on big challenges.
Rachel is passionate about people and is a member of the Society for Human Resource Management. At home, Rachel and her husband Felipe enjoy spending time with their daughter Olivia and their two dogs, Cooper and Zoe.
firstname.lastname@example.org | (770) 295-5738
email@example.com | (770) 295-5720
firstname.lastname@example.org | (770) 295-5720
email@example.com | (770) 295-5748
firstname.lastname@example.org | (770) 295-5708
email@example.com | (770) 295-5629
firstname.lastname@example.org | (770) 295-5613
email@example.com | (770) 295-5711