Our Team

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Tyler Talman

Founder & Family Officer®

Home Office Staff

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David Schubert, CFP®

Senior Advisor and Financial Planner

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Brad Carroll, CFP®, APMA™, AWMA™

Chief Investment Officer

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Dee Carroll

Director of Operations

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Dustin Maxwell

Family Experience Manager

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Heather Hanson

Family Services Director

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Debbie Lynch

Senior Regulatory & Compliance Consultant

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Michelle Brock-Orozco

Accounting

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Scott A. Meyer

Counsel, Holmes Firm PC.

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J. Marc Lewis JD, LL.M., EA

Senior Tax Advisor

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John C. Capps, CPA PC

Tax Strategy & Risk Management

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Duke Odom

Health Insurance Advisor

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Stephanie Lewis, CLCS

Property & Casualty Insurance

Atlanta Office

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Cinthya Micelli

Family Officer®