Team

David works with a wide array of successful families, business owners and corporate executives investing and managing money working with client individually to ensure he understands their current situation, personal feelings, family...

Tesh grew up in London, England and moved to the United States of America fifteen years ago. Tesh earned his Bachelor’s degree in Finance from Valdosta State University in 2013. While in Valdosta, he began working for Morgan...

Barbi brings expertise in compliance and operations to her role, having over 27 years of investment management industry experience. She leads AdvisorAssist’s Compliance Testing Service designed to meet the regulatory requirements...

Amelia Smith is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Amelia has two years experience in the Financial Industry. Prior to...