CASEY - Key Persons
Alan recently retired from Coca-Cola where he was the Director of Trade Spend Optimization. He has 20+ years in consumer goods sales and marketing, primarily soft drinks. Alan is a Graduate of Berry College, Rome GA and now serves on the Berry College Board of Visitors and the Student Run Enterprises Advisory Council.
Alexa Brannen, Dir ector of Operations, began her career at Wiser Wealth in 2013 as Client Services Manager. In her nine years with the company, she has become the backbone of the business and leads the firm's client service team, compliance efforts, technology systems, procedures and the day-to-day management of the firm. Prior to joining Wiser Wealth, Alexa spent ten years in office administration and quality assurance. She brings a passion for problem solving and is constantly looking for ways to improve the client experience.
Alexa attended Kennesaw State University and earned a Bachelor of Science degree. In her spare time, Alexa enjoys spending time with her family and is actively involved with local dog rescues.
Brad Lyons, CFP® and Investment Manager, joined our firm in 2019. Brad brings over 30 years of experience in financial planning and investment strategies to the Wiser team. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping others find financial success and confidence. He is also a Registered Financial Advisor with The National Association of Personal Financial Advisors (NAPFA) and a member of The Financial Planning Association® (FPA®).
Brad attended Iowa State University and earned a Bachelor of Science degree in Business Administration. He completed his MBA from Golden Gate University and was awarded a certificate in recognition for successfully completing the Professional Financial Planner Program at Oglethorpe University. In his spare time, you can find Brad boating at the lake and enjoying time with his family and friends.
Wiser Wealth Management has been my Financial advisor for the last 15 + years. Casey and his staff has been honest, trustworthy and have done a great job for me and my family! I would recomend them for anybody that is looking for financial advise. Chris Watson
Dayna Reed is currently an Adjunct Lecturer of Marketing at Kennesaw State University. Prior to KSU, Dayna spent ten years at RaceTrac leading their Marketing efforts. Prior to her work with RaceTrac, Dayna was a Brand Manager for Russell Athletic and a Sales Manager at In Zone Brands. Dayna volunteers as an Everybody Wins Mentor in Atlanta. An avid runner, Dayna has completed the NYC Marathon. She earned her BS is Marketing from Clemson University and her MBA from the University of Georgia. Dayna and her husband live in Marietta, GA.
Job Titles:
- Very Knowledgeable Staff and Excellent for Planning One 's Financial Future
Job Titles:
- Great Communication and Service
Job Titles:
- Marketing and Brand Manager
Hadley Glenn, Marketing and Brand Manager, joined Wiser Wealth in 2021. Hadley handles the marketing efforts and brand management for the firm. Prior to joining Wiser Wealth, Hadley spent time as the Marketing Coordinator for a commercial real estate firm.
Hadley attended Lee University and earned a bachelor's degree in Communications, with an emphasis in Advertising and minor in Business Administration. In her spare time, Hadley enjoys walking her dogs, spending time at the lake, and traveling.
Job Titles:
- President of Wharton Management, the Property Manager
James Eubanks is the President of Wharton Management, the property manager for commercial real estate on the Marietta Square and surrounding areas. He has two Mechanical Engineering degrees: a Bachelor of Science from Rice University and a Master of Science from Stanford University. James worked as a Product Development Engineer at Ford Motor Company in Dearborn, MI, and as a Business Systems and Integration Consultant at Accenture in Chicago, IL. He and wife, Julie, have three children. James is on the Board of Trustees for First United Methodist Church Marietta. He is also a member of the Downtown Marietta Development Authority and President nominee of the Marietta Rotary Club.
Lilton Moore, Video Production Manager, began working at Wiser Wealth Management in 2021. He is currently enrolled at Georgia State University pursuing a bachelors degree in Film and Media, with a minor in Marketing. In addition to being a full-time college student, Lilton helps set up lighting equipment for his mother's sports photography company.
Job Titles:
- Local Artist from Marietta
Meet Jared Knox, a local artist from Marietta, GA! He recently painted these two incredible paintings of a bear and a bull that we have in our office. His artwork can be found at DK Gallery in Marietta Square, just down the street from our office. https://www.jaredwknoxart.com/
Megan Rippe, Client Service Associate, began her career at Wiser Wealth in 2021. Megan handles the behind the scenes work, helping the firm stay organized and up to date with client information. Prior to working at Wiser, she spent her time in the Medical Field at a wellness center.
Megan attended Georgia Southern University and graduated with a Bachelors of Science degree and minor in Chemistry. In her spare time, Megan enjoys hiking, running, and trying new restaurants around Atlanta.
Job Titles:
- Financial Planning Associate
Michaela Dowdy, Financial Planning Associate, began working at Wiser Wealth Management in 2022. She assists in the development of financial plans, handles client relations in regards to the financial planning process, and gathers research for our upcoming blog posts and podcasts.
Prior to joining the Wiser Wealth team, Michaela attended Samford University to earn a BSBA in Finance with a minor in Ministry and Missions. While at Samford she worked as a Client Services Associate for an investment firm. In her spare time, she enjoys golfing, spending time with her friends and family, and leading a small group at North Point Community Church.
My wife and I have been clients with Wiser Wealth Management for several years. We met with and had several communications with Casey and his team before deciding to use their service. They have always been very welcoming to all of our questions and concerns. It is comforting to know that Casey and his team are looking out for our best interest.Owen and Claire Kirkpatrick
Robert Swarthout is a 2004 graduate of Berry College where he holds a B.S. in Computer Science with a business minor. Upon graduation, he co-founded PaperBackSwap.com and was involved in that business until early 2008. In 2009 he co-founded ShootProof.com, a SaaS platform that is focused on providing a sales and gallery platform for wedding and portrait photographers.
He has a passion for helping entrepreneurs think through and start their own businesses. He volunteers his time as part of the Berry College Board of Visitors and other on-campus student entrepreneurship events. In his free time, he enjoys spending time with his wife, their two dogs, playing golf and discovering new restaurants around Atlanta where he lives today.
Tiffany Spino, Client Services Manager, began her career at Wiser Wealth in 2016. Tiffany is highly organized, attentive to detail and takes incredible care of our client's needs. She acts as liaison between our clients and our custodian, TD Ameritrade Institutional, to open, fund and maintain client accounts. She also supports our firm's marketing efforts. Prior to joining the Wiser team, Tiffany worked in customer service for ten years.
Tiffany attended Georgia Southern University and earned a bachelor's degree in Marketing with an emphasis in Sales. In her spare time, she enjoys cooking, running and spending time with her family.