As the parent of a young adult on the autism spectrum, Jim has developed a dedicated focus on special needs planning for families with a loved one with a disability. “You can't draft documents, especially in estate planning, unless you fully understand the financial plan. The legal documents really have to f...

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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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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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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 Alpharetta, GA.  Tommy has been an investment professional since 2004, helping individuals and families achieve their financial goals through comprehensive planning and investment management.&nbs...

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