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Stephanie Roberts Senior Client Service Specialist

Stephanie is a valued client service team member. Our clients appreciate her knowledge, responsiveness and supportive approach.

Since 2007, Stephanie has worked with our clients on an individual basis, getting to know them and solidifying their trust in her and in the firm. Her service to clients includes participation in financial planning meetings alongside the investment and financial professionals as well as helping them with day-to-day questions and website content.

I make serving our clients my number one priority every day. I accomplish this by not only providing solutions to situations they need my expertise in, but also creating personal relationships with them, resulting in a level of trust and appreciation from our clients.

Georgia State University


Atlanta, Georgia

Interests + Hobbies
  • Exploring the Atlanta restaurant scene with her husband
  • Spending time in Piedmont Park
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Tim F. Agnew Managing Director
Julio Barahona Director of Operations
Jeff M. Brandon Senior Wealth Planner
Jace Brooks Wealth Advisor
Lisa Curles Senior Client Service Specialist
Elijah Hooker Investment Analyst
Robert L. Kaercher Wealth Manager
Michael Mueller Senior Financial Planner
Valerie Nichols Director of Investments
Brad Swinsburg Partner + Chief Investment Officer