Brian Doe, CFP®

Wealth Advisor

No two days are the same for Wealth Advisor Brian Doe, and that’s the way he likes it. Between advising clients, calling on his resourcefulness, and following daily movements in the market, the financial world keeps him on his toes. After working in the industry for 17 years, he still finds it fascinating, and enjoys helping people reap the rewards of an entire lifetime of hard work.

Brian cut his teeth at Merrill Lynch as an Investment Advisor and PIA (Personal Investment Advisory) Portfolio Manager. He embraces the opportunity to get to know his clients, teach valuable lessons, and be of optimal service. He has also dedicated his time and expertise to a number of charitable causes around the world.

Brian lives with his wife Laura and their three daughters in Greensboro, Georgia, where they attend Lake Oconee Church. In his spare time, he is often found water skiing on the lake, or making pizzas with his family.

Linda Montgomery

Client Services Manager

For almost 15 years, Linda has been working in insurance and banking industry. Linda loves new challenges and appreciates the opportunities that financial planning presents. She is motivated by the desire to provide the best client experience possible. Linda is always ready to tackle new projects.

Linda lives in the Lake Oconee area after relocating from Atlanta, GA. In her spare time she loves to be outdoors on their boat, do woodworking and to visit her grandchildren.

Andrea Myers

Director of Operations and Marketing

Dedicated to improving the client experience, Andrea leverages her expertise in digital media and project management to streamline daily business operations, improve communication, and design financial tools to help clients every day. She has achieved this by expanding the firm’s use of technology to create more efficient processes. Her goal is to make the client experience the best it can be—and she takes pride in her ability to conquer whatever challenges stand in her way.

She enjoys the outdoors and has a passion for photographing landscapes.