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Conference Room


We are fortunate to have three accomplished and experienced professionals on our Advisory Board who provide us with valuable input and guidance as we grow our business.

Ronald Bobo, CPA

Ron is a retired accountant who has spent most of his career leading a family office in Atlanta.  His understanding of the complex fiduciary and investment needs of high net-worth families is a tremendous asset.

Dana Halberg, CFA

Dana retired from the wealth management business in 2019.  Having been a trusted investment advisor for over forty years, started and then sold an independent Registered Investment Advisory firm, Dana brings a wealth of industry and investment knowledge to the Advisory Board.

Stephen Naman

Steve is a retired executive of a major paper company and a knowledgeable investor.  Not only does he share his business acumen with us, Steve also brings invaluable insight regarding client needs and the competitive landscape.

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