Broker Check

Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Anthony Vitulli

Anthony “Tony” Vitulli, CFP®

Financial Consultant/Retirement Planning Specialist

678-569-7780

678-569-7770

Kimberly Wyatt

Kimberly “Kim” Wyatt, CFP®

Financial Consultant/Retirement Planning Specialist

(678) 569-7780

(678) 569-7770

Cuinn  Burke

Cuinn Burke

Registered Sales Assistant - Broker

Jason  Atchley

Jason Atchley

Registered Sales Assistant - Broker

(404) 760-2322

(404) 760-2390

Lori  Slaton

Lori Slaton

Executive Assistant to Tony V. and Kimberly W.

(678) 569-7781

Therese  Braman

Therese Braman

Executive Assistant to Tony V. and Kimberly W.

(404) 592-9393

(678) 569-7770

Anna Williams

Anna Williams

Client Relations - Assistant to Howard & Cuinn B.

678-678-3749

Elizabeth Vitulli Vitale

Elizabeth Vitulli Vitale

Client Relations - Assistant to Anthony Vitulli and Kim Wyatt

404-592-9396

678-569-7780

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