Wealth Matters

Jeff Bernier/TandemGrowth Financial Advisors The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) [...]

Tim Curtin/Curtin Law Firm, P.C. Tim Curtin is the founding partner of Curtin Law Firm, P.C., a boutique estate planning and probate administration law firm in Atlanta, GA. Tim currently serves as Chair of the Atlanta Bar Association's Estate Planning and Probate Section. He is a graduate of The Wake Forest University School of Law [...]

Kristen Lewis/The Bowden Law Firm Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities. She currently practices with The Bowden Law Firm, LLC in Atlanta, GA, a boutique estate planning firm which she co-founded in 2020. She is a Fellow of the American College of Trust [...]

Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory LLP on this month's episode of "Wealth Matters". Michael Van Cise & Kathryn Hecker/Arnall Golden Gregory LLP Michael Van Cise and Kathryn Hecker are partners at Arnall [...]

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”. CLICK HERE to watch the video of this show. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and [...]

Alicyn McLeod/Atlanta Tax Alicyn McLeod with Atlanta.Tax is a Certified Public Accountant and a Certified Financial Planner with nearly 20 years of tax experience. She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits. A Georgia native, Alicyn is a graduate of Augusta University where she earned a Bachelors in Business Administration [...]

Allan Hamer/Bank of America Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to support an overall wealth management strategy. Allan has over [...]

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. [...]

Bradley Hilton/Modera Wealth Management Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients' progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including [...]

Brent Eden/Nease, Lagana, Eden & Culley, Inc. Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA. Brent specializes in providing life insurance advisory services and customized, integrated planning solutions to [...]

Jessica Reece Fagan/Hedgepeth Heredia Law Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out [...]

Kim Martin/Nadler Biernath LLC Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor's Degree in English Literature from the University of Virginia (1990). She earned her law [...]

Timothy Sheehan/BNY Mellon Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, [...]

Christy Butler Eckoff/Community Foundation for Greater Atlanta Christy Butler Eckoff is responsible for the Community Foundation for Greater Atlanta's comprehensive planned and major giving programs, Nonprofit Advantage Fund private placement institutional investment vehicle, asset-based giving, legal issues pertaining to charitable tax planning, funds, and agreements, and business development. Previously, Christy served as senior director of [...]

Brian Sengson/Bennett Thrasher Brian Sengson is a Manager in the State and Local Tax practice with Bennett Thrasher. Brian specializes in helping clients reduce their effective state tax rates through multi-state tax planning, state credits, and economic development incentives. Brian also provides state tax consulting for M&A due diligence with an emphasis on income/franchise tax, [...]