CONNECT

Address:

Atlanta Financial Center, 3343 Peachtree Rd #1850,
Atlanta, GA 30326
Our Satellite Office in Buckhead

7421 Douglas Blvd, Suite 251
Douglasville, GA 30135

Phone:

770.450.6090

Fax/Other:

1.877.545.3295

Our Advisory Committee

Our Advisory Committee

 

Stategic Organizational Management

Curtis is a native of Durham, North Carolina. He is committed to developing meaningful long lasting relationships with  clients, by helping them improve their financial situation. He is a successful and experienced financial advisor with more than 10 years experience helping institutions, small-to-midsize businesses and individuals reach their financial objectives.

Education:

Curtis is a graduate of Mercer University where he received his BA, a graduate of Troy University where he received a dual Master’s Degree in Business Management, and also completed his Doctoral studies at Capella University in Organiza-tion Management.

 

 

 

Financial Planning

Alexander Williams, CFP®, ChFC®, CLU® 

Alex, is a Certified Financial Planner, with over two decades of experience in the financial services industry. He is focused on detailed oriented solutions, providing institutions, small-to-midsize businesses and individual clients with a broad array of services to assists them in meeting their financial goals. Utilizing effective risk management strategies, asset protection and value based life planning. I offer Fee-base planning services with full disclosure prior to engagements or implementation. My focus is on educating clients through effective interpersonal written and verbal skills from both a business and financial planning perspectives.

Education:

Connecticut State University-BS/Business Managment               

Affiliations:

Financial Planning Association
Society of Financial Services Professionals
National Association of Insurance and Financial Advisors
National Association of Securities Professionals
NEMSD Council, Certified Minority Business Enterprise
Consumer’ Research Council of America, America’s Top FP, 2010

 

Registration & Compliance

David Millar- Owner- Integrity Compliance Consulting, Inc.
David Millar, provides ongoing operations and compliance to our firm.

Education:

Michigan State University College of Law
J.D. Magna Cum Laude 2000-2003

 

Corporate Benefits

Beverly J. Webb - Co-Founder of NCFA, Inc

Beverly is a native of Atlanta Georgia and our firms benefits expert, with over two decades of HR experiece including but is not limited to: HR policies & legal compliance, HR records management, recruitment, retention, and conflict resolution. Beverly specializes in not-for-profit, k-12 and higher ed, financial services and healthcare industry.

Education:

Georgia State University - Atlanta, GA
BS - Human Resources (Organizational Comunication)

 

Our Advisory Committee  is made up of non compensated seasoned independent financial professionals with specific expertise.They are not employees of our firm unless otherwise stated and they are not compensated.  They bring objective advice and counsel to our firm, which in return helps us to better decide what markets we want to be in, as well as, the type of services & products we offer.  They also help us review the various products we offer or want to offer to make sure it meets and/or exceeds industry regulatory and risk standards.  The committee strives to meet formally and informally on a quarterly basis.