Attorney Dione Traci Duckett concentrates her practice in the areas of Estate Planning and Elder Law. Dione’s interest in and dedication to these practice areas developed as a result of her personal relationships and experiences with her father, who died of Alzheimer’s Disease, and her sister and nephew who...

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Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance l...

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Bio coming soon!

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Mrs. Barry is an active member of the Fiduciary and Elder Law Sections of the State Bar of Georgia, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys, and the American Bar Association. Mrs. Barry also serves as a Children’s Legacy Advisor for Children’s Healthcare of Atlanta...

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Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University...

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Herman (Tommy) Thompson, Jr., CFP®, ChSNC®, ChFC® is a Financial Planner with Innovative Financial Group in Atlanta, GA. Tommy has been an investment professional since 2004, specializing in wealth management strategy, financial planning, insurance needs analysis and special needs planning. As an investmen...

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Heather D. Nadler is one of just seven attorneys in the State of Georgia to be Certified as an Elder Law Attorney by the National Elder Law Foundation, as accredited by the American Bar Association.  Her practice is concentrated in the areas of Special Needs Law, Elder Law, and Estate Planning.  Prior to esta...

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Michael Green founded Three Twenty One Financial Outfitters in 2022 to support an underserved population: The Lucky Few.  Parents of children with special needs are all too familiar with the additional complexity added to their lives. We are constantly dealing with IEPs, therapies, specialists, and working toward...

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