Broker Check

Meet The Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Rick Nixon

Richard "Rick" Nixon

President, Wealth and Tax Advisor

(678) 581-3292

(678) 581-3607

Carey Green

Carey Green

Wealth and Tax Advisor

(678) 581-3292

(678) 581-3607

Dwain Begitschke

Dwain Begitschke, CPA

Accounting Consultant

(678) 581-3292

(678) 581-3607

Gary Pike

Gary Pike, EA, ChFC

Wealth and Tax Advisor

(678) 581-3292

(678) 581-3607

Elena Lee

Elena Lee, EA

Senior Staff Accountant

(678) 581-3292

(678) 581-3607

Susan  Jicha

Susan Jicha

Office Coordinator

(678) 581-3292

(678) 581-3607

Frances  Brooks

Frances Brooks

Accounts Receivable

(678) 581-3292

(678) 581-3607

Jared Chambers

Jared Chambers

Senior Staff Accountant

(678) 581-3292

(678) 581-3607

Candy Arnold

Candy Arnold

Staff Accountant

(678) 581-3292

(678) 581-3607

Erick Begitschke

Erick Begitschke

Staff Accountant

(678) 581-3292

(678) 581-3607

Jonathan Mullins

Jonathan Mullins

Staff Accountant

(678) 581-3292

(678) 581-3607

Kara Robertson

Kara Robertson

Client Relations Specialist

(678) 581-3292

(678) 581-3607

Rachel Miller

Rachel Miller

Client Relations Specialist

(678) 581-3292

(678) 581-3607

Wendy Williams

Wendy Williams

Administrative Tax Processor

(678) 581-3292

(678) 581-3607

Chloe Nguyen

Staff Accountant

(678) 581-3292

(678) 581-3607