LEGAL DISCLOSURES - Key Persons

Job Titles:

• Director of Client Service

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chuck joined the financial services industry in October 1996, becoming licensed in securities and insurance with Dean Witter Reynolds & Co. After an initial training period at Two World Trade Center in 1997, Chuck began providing investment advice designed to help clients manage their wealth. Today, he focuses on client relationships, investment management and comprehensive financial planning. The 1987 stock market crash originally sparked Chuck's interest in financial markets during his junior year of high school, and that interest has continued throughout his more than 22 years in the financial services industry. Chuck earned his bachelor's degree in civil engineering from Auburn University, then was commissioned as an Army second lieutenant. While serving, a friend and mentor suggested he might have a talent for - and enjoy working in - the investment advisory business. Upon leaving active duty, Chuck moved to Atlanta and began building his business from scratch. He continued to serve in the Army Reserve until his retirement in April 2017 after 29 years in the military. During his time in service, Chuck's most notable experiences were as a mechanized infantry platoon leader, company executive officer and battalion logistics officer deployed in Germany from 1994 to 1996, as well as being called to active duty from 2001 to 2003 in support of Operations Noble Eagle, Enduring Freedom and Iraqi Freedom. In 2005, Chuck's career began to flourish as he adopted a more comprehensive, values-based financial planning and investment advisory process designed to help individuals and families achieve their most important goals and fulfill their most deeply held values. This experience has been significantly gratifying to Chuck. Chuck earned the CERTIFIED FINANCIAL PLANNER™ certification from Boston University's College of Financial Planning in 2013 after completing a stringent 18-month process of education, examination, experience and board approval for certification in financial planning. He considers aligning with Raymond James in 2003 to be one of his top three professional decisions. Chuck is a native Georgian, born in Atlanta. He grew up near Auburn, Alabama, before moving back to the Atlanta area to build his career. He now calls John's Creek home, and he and his wife, Laura, are raising their three sons, Joshua, Luke and Dean, there. Aside from his career, Chuck's passions in life are his faith, family, friends, hunting in the outdoors and Auburn football.

Job Titles:

• Client Service Manager

Michele strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.Michele enjoys fostering close relationships with the families and individuals we serve, helping ensure that they receive the highest level of attention and support. She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless. Before joining our team in August 2017, Michele was a sales consultant at SalonCentric. She holds a bachelor's degree in family and consumer sciences from the University of Georgia. Michele is originally from Athens, Georgia, and now lives in Cumming with her husband and two sons. When not in the office, Michele enjoys running with friends and watching sports with her boys.

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Job Titles:

• Investment Advisor
• Representative

Robin Toms is an investment advisor representative with Raymond James. She has been providing advice and serving the needs of her clients for over 18 years. While focusing her business on her clients' individual financial objectives, Robin believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients' best interests, that sets Robin apart.