Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

William "Bill" Pahl

404-760-3381

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Bill started his career in the financial services industry in 1982 and joined The 770 Group in 1989.  He serves as a relationship manager with primarily high net worth clients, and works jointly with Richard DuBow on many relationships.  Bill graduated from the University of Georgia with a degree in economics.  Bill was named one of America's Top 1,200 Financial Advisors by Barron's in 2016.  Bill and his wife, Nancy, have two children, William and Kathleen.  He enjoys spending time with family, friends and clients at his farm in Greene County, where his hobbies include farming, hunting and fishing.  He enjoys the outdoors and actively encourages and promotes good stewardship pertaining to land and wildlife.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


Richard S. Dubow

Senior Vice President - Wealth Management
404-760-3003

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Richard entered the financial services industry in 1978 and has been with The 770 Group since 1986.  He focuses on providing investment advice to private clients.  He also helps with portfolio construction and fixed income products.  Richard graduated cum laude from Duke University and was ranked by Barron’s as one of the Top 1,000 Financial Advisors in America for 2009 and one of the Top 400 Financial Advisors by the Financial Times in 2015.  He has served on the Board of Directors for The Center for the Visually Impaired and The Adaptive Learning Center in Atlanta, Georgia. He and his wife, Cathryn, have three children, Greg, Daniel and Claire.  Richard is an avid movie goer and enjoys walks at the Chattahoochee.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


Jefferson Pace

Senior Vice President - Wealth Management
404-760-3308

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Jake entered the financial services industry in 1992 and joined The 770 Group in 1998.  He provides investment advisory services to high net worth individuals and families.   Jake Graduated from Mercer University in Macon, GA with a degree in communications.  He and his wife, Leslie, have three children, Max, Ellie and Ford, and live in the Buckhead area of Atlanta.  He is an avid golfer and enjoys hunting, fishing and gardening. 


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


David "Dave" Higgins, CIMA®, CRPS®

Senior Vice President - Wealth Management
404-760-3007

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Dave entered the financial services industry in 1982 and joined The 770 Group in 1993.  With a focus on delivering investment advice to private clients and families, Dave is also involved in providing investment consulting services to the team's institutional clientele.  Dave graduated from Vanderbilt University and holds the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Plans SpecialistSM (CRPS®) designations.  He is an active member and elder of Trinity Presbyterian Church in Atlanta, Georgia, and has two children, Sam and Emma.  An outdoor enthusiast, his hobbies include waterskiing, biking, backpacking, and swimming.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


Scott Serafin

Senior Vice President - Wealth Management
404-760-3281

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Scott started his career in the financial services industry in 2006 with Smith Barney and joined The 770 Group in 2008.  He graduated with honors from the Terry College of Business School at the University of Georgia in 2003 and focuses on providing investment advice to high net worth clients.  Scott and his wife, Sabrina, have two children, Perri and Jack.  He is a supporter of the Atlanta United Soccer team and spends as much time as possible outdoors playing golf, tennis, and soccer.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


Christine "Chrissy" Lizaso

First Vice President - Wealth Management
404-760-3357

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Chrissy joined The 770 Group in 1998 after graduating from the University of Colorado with a degree in economics.  She is responsible for the servicing of corporate retirement plans and educating plan participants.  In addition, she provides investment advisory services to high net worth individuals and families.  Chrissy is a native of Miami, Florida, but she and her family have lived in Atlanta for over 30 years.  She is an advocate of The Piedmont Park Conservancy and spends her time volunteering with various animal rescue organizations, practicing yoga/Pilates and traveling.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


James Casey Jones, CFA®, CFP®

Senior Vice President - Wealth Management
404-760-3300

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Casey joined The 770 Group in 2000 after graduating from Piedmont College.  He holds the Chartered Financial Analyst® (CFA®) and Certified Financial PlannerTM (CFP®) designations as well as the Senior Portfolio Manager title for discretionary asset management at UBS.  He is a member of the CFA Society of Atlanta, and was named to UBS's "Top 35 Under 35" for 2013.  Casey leads the financial planning efforts for The 770 Group and is responsible for the development and presentation of accumulation, distribution, preservation, and wealth transfer strategies to our clients.  Additionally, Casey serves on the team's investment committee and is responsible for the oversight and management of the team's investment portfolios.  Casey and his wife, Amy, are proud parents of their daughter Elsa and son Ethan.  In his free time, Casey is an avid woodworker, guitar player, and technology enthusiast.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI


John Ramsey, CFA®, CFP®

Senior Wealth Strategy Associate
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
404-760-3180

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John has been in the financial industry since 2011 and joined The 770 Group in 2013.  He holds the Chartered Financial Analyst® (CFA®) and Certified Financial PlannerTM (CFP®) designations.  His primary focus is financial planning, which includes plan development and presentation as well as the implementation of strategies and solutions for clients.  John graduated from the University of North Carolina at Chapel Hill in 2011 with a bachelor's of science in business administration, concentrating in finance.  John lives in the Kirkwood area with his wife, Megan, and son, Isaac, and he enjoys traveling and being outdoors.


Registered States:
AL, CA, CT, FL, GA, KY, LA, MI, MS, NC, NJ, NY, SC, TN, TX, VA, WA


Gloria Aranzaz Barajas Cuevas

Client Service Associate
404-760-3062

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Aranza graduated from Georgia State University with a degree in finance. She began her career in the financial services industry in 2013 and joined The 770 Group in 2018. Her primary focus is supporting our financial planning team. She works closely with clients to collect information to begin the financial planning process. She resides in Lawrenceville with her son, Elias. Aranza was born in Guadalajara, Mexico and she is fluent in Spanish. In her free time, Aranza enjoys traveling, hiking, dancing, and spending time with her family and friends.

 


William Shand Pahl

Business Development Specialist

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William joined The 770 Group in 2019 shortly after graduating from the University of South Carolina with a degree in finance and marketing.  While working as a Business Development Specialist he focuses on engaging clients in appreciation events and creating new relationships. His free time is spent mostly studying to continue his education in the financial industry and he enjoys hunting or spending time outdoors.


Registered States:
FL, GA, NC, NJ, NY, OH


Sandra Claire Dubow

Team Administrator
404-760-3380

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Claire joined The 770 Group in 2015.  As Team Administrator, Claire oversees the home office and supports two Financial Advisors.  She loves to travel and received her master's degree in tourism management from New York University.  Claire lives in Brookhaven with her pitbull-mix, Billie.


Registered States:
AL, CA, CT, DC, FL, GA, MI, MS, NC, NJ, NY, TN, WA


Shelley Davidson

Senior Client Service Associate
404-760-3127

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Shelley started in the financial service industry in 1993 and joined The 770 Group in 2005.  Her primary focus is supporting our corporate retirement plan clients , handling account maintenance, responding to plan participant questions, interacting with mutual fund companies on the clients' behalf and other problem solving related to investing in retirement.  Shelley graduated from the University of Vermont with a degree in economics.  She resides in Kennesaw, GA with her husband, Jeff, and daughter, Emma.  She loves cats and dogs and likes to spend her time on home improvements. 


Registered States:
FL, GA, NY


Lauren Riepenhoff

Financial Paraplanner Qualified Professional (FPQP™)
404-760-3196

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Lauren joined The 770 Group in 2012.  She assists with supporting the Financial Advisors in their daily activities.  Her tasks include anything from addressing daily client needs to placing trades and dealing with market related requests.  Lauren graduated from Johnson & Wales University with culinary and food service management degrees.  She previously served as a sous chef for a catering company and has a passion for food and entertaining.  She resides in Northwest Atlanta with her husband, Mike, and daughter, Audrey.


Registered States:
AL, CA, FL, GA, KY, MS, NC, NJ, NY, TX


Brantley Burns Taylor

Client Service Associate
404-760-3399

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Brantley joined The 770 Group in 2020 and supports two Financial Advisors. After graduating from the University of North Carolina at Chapel Hill in 2017, she worked as an account manager for a marketing and communications agency in Atlanta. She lives in Chamblee with her Golden Retriever Hank. Brantley co-founded and leads a women’s ministry in Atlanta, and is an avid snow skier, exercise enthusiast and sports fan.