Meet our Team
As a caring firm of well-trained professionals, we aim to create a unique plan to help you pursue your financial goals.
Andy Mercer, CFP
Managing Partner & Senior Wealth Advisor
Optimistic. Caring. Honest. Lover of the outdoors & traveling. UGA Bulldawg & native Georgian. Big fan of cooking, especially BBQ.
Michelle Hamilton, CPA
Managing Partner
Big picture thinker. Problem solver. Foodie. Mother of three.
Kathy Garner
Office Manager
Enthusiastic. Self-motivated. Organized. Gardener. Reader. Loves the beach. Family comes first…
Tammy Sharp
Accounting Specialist
Warm. Motivated. Organized. Loyal UGA fan. Loves spending time with family & traveling.
Ginger Mercer
Financial Services Coordinator
Loyal. Dependable. Sarcastic. Fabulous. Loves adventure, the beach, & spending time with her family and friends.
Allison Messer
Director of First Impressions
Detail-oriented. Friendly. Loyal Cincinnati Bengals fan. Loves snorkeling. Loves Grand Turk. Loves snorkeling in Grand Turk.