Michael Bull, CCIM
Michael@BullRealty.com
(404) 876-1640 x 101
www.BullRealty.com

Bull Realty Inc
Commercial Real Estate Asset and Occupancy Solutions.

Michael and his team of advisors at Bull Realty provide acquisition, disposition, leasing and advisory services. Advisor teams focus on one market sector to add value, efficiency and experience to client endeavors. Licensed in nine states and headquartered in Atlanta, the firm serves clients in the following sectors:  office, retail, industrial , multifamily, student housing, medical, senior housing, land, hospitality, self-storage and single tenant net lease investment properties.Contact Michael Bull for a team designed to accomplish your mission.

Randy Tanner, CPCU
President
Tanner, Ballew and Maloof, Inc.

5871 Glenridge Drive, N.E.
Suite 400
Atlanta, Georgia 30328

Direct: 404-917-1914
Cell: 404-281-4310              
rtanner@tbmins.com
www.tbmins.com  

Randy is founder (1993) and President of Tanner, Ballew and Maloof (TBM). An Atlanta native, Randy has a BBA in Insurance and Risk Management from UGA and a Master of Insurance degree from GA State University. As an independent insurance agency, TBM represents a large variety of insurance companies on a contractual basis and can access many other companies through brokers as needed.  We specialize in property and casualty insurance and risk management services for medium sized and larger businesses. Our focus is on size and needs of the business rather than given industries, and thus our clientele includes virtually all types of businesses.

Our Private Client Group provides personal insurance solutions to select individuals as a complement to our commercial insurance offerings. This is a dedicated department specializing in advising and protecting the interests of affluent individuals and their families.

Joe Briner
Managing Director
Vertical Capital Advisors LLC
Briner@VerticalCapitalAdvisors.com

verticalcapitaladvisors.com/
678-591-0273

Founded in 2009 in the crucible of the Great Recession, Vertical Capital Advisors LLC was created to elevate business owners and capital providers above the turmoil that disrupted every participant in the global economy.  We are frequently engaged by business leaders to thoroughly assess their operation then develop and implement a plan to deliver the desired results efficiently and profitably.  Most often, this involves developing an optimal capital stack – equity, debt and mezzanine capital – for the enterprise.  And we are increasingly engaged by capital allocators to analyze single assets and entire portfolios to maximize the value of their investment.
Kevin Loechl
kloechl@birdlawfirm.com
(404) 264-9400
www.birdlawfirm.com/
Kevin is a principal member of BLB&M and since 1994 has represented businesses, business owners, and nonprofit organizations in a full range of transactions and corporate matters. Kevin regularly advises clients in the areas of mergers and acquisitions, debt and equity financing, business formations and structuring, corporate governance, commercial contracts, employment matters, data protection, risk management, and licensing of intellectual property. Kevin also represents authors in publishing agreements and licensing matters.  Attorney advertising: Prior results do not guarantee a similar outcome.
Lisa Owen, RHU®
Core Benefit Solutions

Direct: 404.478.2304
Main:  404.815.1566

lowen@corebenefitsga.com
www.corebenefitsga.com

Core Benefit Solutions

Lisa is the founding Partner of CORE Benefit Solutions (CORE). Lisa graduated from Florida State University with a B.S. Degree in Risk Management and started her career with Northwestern Mutual in Tallahassee, Florida. She moved to Atlanta in 1995 and gained valuable experience working under a General Agency umbrella with Moye Financial Associates. She then helped to start a new employee benefits firm and was instrumental in building the business through pivotal positions in account management, marketing and sales. She is now the founder and President of Core Benefit Solutions, LLC, established in 2007. Her business knowledge and industry expertise, paired with her innovative ideas and commitment to client satisfaction, have earned her notable credibility in the insurance industry serving on various carrier Broker Advisory Boards.


Core Benefit Solutions is an employee benefits brokerage and HR outsourcing firm with a diverse portfolio of clients including but not exclusive to non-profit agencies, service and technology companies, manufacturing companies, law firms, and physician practices. 

Dennis Melde, ChFC
dmelde@fiducia-llc.com
(678) 322-3042
www.fiducia-llc.com
www.whitehorseadvisors.com    
Fiducia, LLC & White Horse Advisors, LLCAs a founding partner and President of Fiducia, LLC, Dennis primarily directs initial and ongoing review and analysis of trusts and trust assets resulting in the mitigation of trustee’s risk and liability.  Fiducia, LLC, also focuses on improving efficiency and cost effectiveness of trust assets to achieve the planning objectives of the grantor and the grantor’s estate. Dennis is also a cofounder and member of White Horse Advisors, LLC, which primarily provides comprehensive strategies and solutions for closely held business owners that aid in achieving exciting success.  White Horse Advisors, LLC, also serves retirement plan trustees and committees to fulfill their fiduciary responsibilities in addition to providing investment advisory support.

Michael Bloom
Managing Director
Piedmont M & A Advisors

3525 Piedmont Rd NE
Bldg 8, Suite 510
Atlanta, GA 30305

404.719-4792 - Direct
404-580-1747 - Mobile
mbloom@piedmontmna.com

piedmontmna.com/wp/

Piedmont M & A AdvisorsPiedmont M & A Advisors is a mergers and acquisition advisory firm experienced in delivering successful results to our clients. Our dynamic professionals provide direction, access to capital markets and the intellectual horse power to drive our clients' objectives forward with proven expertise and integrity.

James H. Goolsby
Senior Vice President
Financial Advisor

Morgan Stanley Wealth Management
3455 Peachtree Rd. NE | Ste 1400
Atlanta, GA 30326


Phone: 1 404 365 3200
NMLS # 1279008

morganstanley.com
jimmy.goolsby@morganstanley.com

James H. Goolsby is a financial professional at Morgan Stanley located in Atlanta, Georgia. James H. Goolsby holds an industry securities registration subject to FINRA oversight having passed securities examinations which include Series 63, Series 65, Series 7, Series 8. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Looking for a local personal financial advisor located near Atlanta, Georgia? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Atlanta, Georgia. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.
Mervis Samuels
Senior Business Banker and Vice President,
Business Banking Group

PNC Bank
Member of The PNC Financial Services Group

620 Fontaine Road, SW
Mableton, Ga,, 30126

Office:  (678) 398-5331
Mobile: (404) 309-9473
Mervis.Samuels@pnc.com
PNC Bank, Member of The PNC Financial Services Group, offers clients a complete range of financial services including banking, lending, and trust and wealth management solutions. With over 20 years experience in commercial banking, Mervis has the expertise to provide customized solutions for your banking needs whether you are a professional, small or medium sized business.

Jeffrey G. Olson, CPA, Partner

Carr, Riggs & Ingram, LLC​
jolson@cricpa.com

CRIcpa.com

5909 Peachtree Dunwoody Rd. 
Suite 800    


Atlanta, GA 30328

Voice: 770.261.5437
Fax: 770.261.5366
Mobile: 404.402.5234

Jeffrey Olson is a partner at Carr, Riggs & Ingram, LLC, bringing more than 30 years of business and public accounting experience to serve his clients in their diverse industries. In addition to accounting and audit, Jeff provides particular depth in areas that include business capital formation and finance, taxation and the real estate and construction industries.

Jeff’s business advisory approach offers clients strategic guidance with a focus on creating value while creating clear, solid financial reports that assist business owners with explaining the story of their business to financial statement users. He has been a guest lecturer on SEC accounting and reporting topics, and was selected by the National Academy of Public Accounting Professionals (NAPAP) as a Georgia Top 10 Public Accounting Professional for both 2014 and 2015.

Trey Prophater


6190 Powers Ferry Road, Suite 500,

Atlanta, GA 30339


p: 678.322.3000

f:678.322.3059


Trey.prophater@whitehorseadvisors.com

whitehorseadvisors.com

At White Horse Advisors, Trey’s efforts are focused on advising clients and new business development. He specializes in working with closely held business owners to plan for their business exit, institutional and individual investors to design investment strategies to meet their needs in an efficient manner, and retirement plan sponsors to fulfill fiduciary responsibilities. Trey has spent more than fifteen years working with closely held businesses and assisting the owners with their needs. Prior to joining White Horse, Trey worked as a trust officer within the banking industry identifying and implementing solutions for clients including: deferred compensation plans, 401(k) plans, traditional pensions, and proprietary investment management strategies. He has provided solutions for organizations ranging from startup to several billion dollars in revenue


MEMBERS

Interested in discussing potentially becoming a member or being a guest or speaker? Contact Jeffrey Olson at jolson@bknj.com or 770-261-5437

Atlanta Leaders Group

ALG