Founding Partners

Beverly Kelly

Beverly has over 40 years of fiduciary experience.  She worked for 20 years at two major Atlanta law firms in their estate and trust practices.  For the past 20 years, she has taken that experience to the wealth management area, advising clients on the administration of their trusts as well as their estate plans.   She works closely with attorneys and accountants to help ensure clients’ plans are implemented correctly and in the most efficient manner possible.  She also takes care of clients’ day-to-day financial needs.  Beverly has worked with many families over the years and enjoys seeing the next generation learn about the importance of protecting the family legacy.  Beverly graduated from the University of Mississippi. She then completed her studies at the National Center for Paralegal Training at Mercer University, specializing in Estates, Trusts and Wills. Beverly is a member of the North Georgia Estate Planning Council and has attended numerous estate and trust conferences held by State Bar of Georgia and The Georgia Society of CPAs.

Hong-Tsun Simon, CFA

Hong-Tsun (HT) has over 30 years of investment experience helping families and institutions with their investment needs.  Having started her investment career as an investment consultant and obtained her Charter Financial Analyst (CFA) designation, HT is well versed in investments and financial planning.  In the past twenty years, her focus on working with successful families has provided her with a deep understanding of trusts and estates, as well as related tax issues.  HT enjoys the challenge of navigating the ever-changing investment landscape.  More importantly, she loves helping families achieve their financial goals.  Hong-Tsun majored in International Economics and graduated summa cum laude from American University of Paris.  She obtained her MBA degree from Xavier University in Cincinnati Ohio.  She is a member of the CFA Institute and CFA Society Atlanta.