Faye’s passion is educating and helping individuals and business owners design workable financial solutions. As an RIA Registered Investment Advisor, Faye is a fiduciary for her clients and works on a fee-based or fee-only basis that keeps it transparent and simple for her clients. After Faye’s mother lost her battle with cancer in 2006, she found that retirement planning is a lot more than just investing and earned her Certified Long Term Care Designation and has tirelessly learned as much as she can about Social Security and ways to help her clients maximize their options.
Faye has volunteered in many organizations including Senior Connections, Life Enrichment Senior Services, Decatur Business Association, Decatur Arts Alliance, Kiwanis as a Distinguished past President and a Lt. Gov and past President of Atlanta Independent Women’s Network. Faye loves speaking to groups and clubs on a variety of financial topics. Faye is a graduate of Syracuse University- GO ORANGE and has been in the financial services industry since 2005.
Melinda joined the firm in 2014 in an administrative role and promptly distinguished herself as the Ninja of all things operational and client service wise. She was promoted to Director of Operations and Client Service in March of 2015. Melinda has a get it done attitude and is committed to giving her best each day. Melinda has her Bachelor’s Degree from Agnes Scott College, is Life, Health and Disability Insurance and Property and Casualty Insurance licensed since 2012 and is actively involved in several non-profit organizations. Melinda’s attention to detail and positive attitude are invaluable as she services client relationships and coordinates educational and client events.
Bob Koski has over 20 years of experience in the financial services industry. Prior to moving to the Atlanta area in 2011, Bob was a Branch Manager for the Raymond James Financial Services office at Peoples Bank in Cuba, MO, near St. Louis. Bob built the practice there to service hundreds of clients with over $50 million of assets under his management. Bob worked with a number of national broker/dealers during his financial services career. He was the financial planner of the year in the Money Concepts organization in 1993. Bob was fully licensed and provided insurance products, stocks, bonds, mutual funds and multi-manager fees based programs. He is dedicated to providing first class customer service. Bob and his wife, Judy, live in Decatur, GA. Their son Geoff, also lives in Decatur with his wife, Reagan and two children, Reid and Mason who are students at Decatur High School.