Bio coming soon!

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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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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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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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Patricia Elrod-Hill, Attorney 5425 Peachtree Parkway, NW, Peachtree Corners, GA 30092 Phone: 770-416-0776 Fax: 770-416-0778 Email: patti@elrod-hillfirm.com Patricia Elrod-Hill was admitted to practice law in the State of Georgia in 1989. She is a graduate of The School of Law at Washington University in St. Louis, whe...

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Patricia Fortune Ammari is the founder of The Ammari Firm, LLC.  Having been a caregiver herself, she understands the challenges that the aging process can pose to families, and she endeavors to provide quality legal service while treating each of her clients as she would want her own family members to be tre...

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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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Bio coming soon!

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Background: Mr. Patrick C. Smith, Jr. earned his Doctor of Jurisprudence degree from the Emory University School of Law, where he was an Atlanta Law School Fellowship recipient. He holds a Bachelor of Science degree from the United States Air Force Academy, and also a Master's degree in Public Policy and Administration...

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Nathaniel (Nate) Chittick, J.D., LL.M, focuses on estate planning and administration with an emphasis in special needs trusts, business planning, and taxation. The son of a University of Georgia professor and a clinical psychologist, Nate was raised to value his community. He took after his maternal grandfat...

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An Athens, Georgia native, Ms. Grayson is licensed to practice law in Florida, Georgia, Connecticut, and Arizona. She is a member of the National Academy of Elder Law Attorneys (NAELA), Elder Counsel, and she is accredited by the United States Department of Veterans Affairs to prepare claims for veterans benefits. Ms....

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Jason, a CERTIFIED FINANCIAL PLANNER™ Professional and the founder of Ability Wealth Group. A consumer economics major from Alpharetta, Georgia, Jason graduated from UGA. Following his graduation, he made the not so difficult decision to stay in Athens, GA where he and his family continue to live today. In the ye...

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Bio Coming Soon !

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Maria got the calling to practice law after years spent as a stay-at-home mom, raising three children in Cumming, GA. Maria’s youngest child, Jordan, has special needs and her challenges in life inspired Maria to represent kids with special needs and their families through all the especially difficult aspects of...

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Over the past 27 years, I have helped families plan how to determine where they need/want to be in life and develop strategies to be their accountability partner to get there. My service model is simple, "always do what is in the best interest of the client with integrity, ethics, and dedication". In 2015, I...

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