Meet Our Team
Our Atlanta wealth management team is dedicated to helping you achieve your financial goals with personalized strategies and exceptional service. Led by experienced financial advisor David Cross, we bring together experience in financial planning, investment management, and client relations to provide comprehensive support at every stage of your financial journey.
David Cross
CFP®, CPM®, CDFA®
Diane Cote
CDFA®
Karen Karl
Executive Assistant
Dylan Wilson
Co-Portfolio Manager
Contact Us
Contact us or schedule a complimentary consultation to learn more about us and our financial planning services. We’re looking forward to speaking soon!