As the team leader of The Kusiel Lapp Group, David has 28 years as a Financial Advisor, and is a Certified Investment Management Analyst (CIMA®). David was formerly a CPA. He received his BBA from Emory University, 1984.

David brings a wealth of experience to the Kusiel Lapp Group.  He provides customized service to our clients with an emphasis in developing asset allocation and implementing these strategies through selection and monitoring of appropriate money managers.  David helps corporate executives manage their options and restricted stock plans and coordinates tailored investments solutions for high net worth families.

David is very active in the community and he is currently on the Board of The Marcus Jewish Community Center and previously served on boards at the Juvenile Diabetes Research Foundation, Emory University Business School, and The Standard Club.  He is an avid tennis player and also enjoys golf and travel.  David and Jennifer live in East Cobb and have two children.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MO, MS, NC, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WI

Jeffrey has over 18 years of experience as a Financial Advisor. Jeffrey received his BBA in Finance, from Ohio University, and graduated in the class of 1999.

Jeffrey specializes in developing comprehensive financial plans, which includes creating portfolios based on client objectives, as well as developing estate plans, retirement plans, and education plans.  Jeffrey also assists corporate clients with retirement plans.

Jeffrey is active in the community and serves as President of the board for the ALEF FUND. He has previously served on the board for the Marcus Jewish Community Center.  Jeffrey and Mara live in Sandy Springs with their two children.  Jeffrey enjoys spending time with kids and traveling.

Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MO, MS, NC, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WI

Hayes graduated in May 2010 from Auburn University. He graduated with a degree in Finance and Entrepreneurship and Family Business. As a member of The Kusiel Lapp group, Hayes enhances client experience by helping clients and providing operational and administrative support to the team. Hayes enjoys getting to know our clients by helping them fulfill a variety of client service needs, such as access to UBS online services, account opening and transfers to UBS, tax reporting and cash management activities including checks, wires, retirement plan distributions, and loan disbursements.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA