We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Todd P. Kennedy
Todd Kennedy began his career as a financial advisor with UBS in 1993. Todd's areas of focus include retirement planning centering on the importance of asset allocation and diversification. Todd's attention to detail and service-driven approach has been the cornerstone of his business. Todd works primarily with high net worth individuals and their families with intricate investment planning needs. Todd is an avid athlete. He enjoys playing tennis and competing in various triathlons throughout the Southeast. Todd and his wife Debbie have three children and reside in Sandy Springs, GA.
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA
Stephanie Carol Tonra
Wealth Management Associate
Stephanie is a Senior Registered Client Service Associate. Stephanie earned a B.A. from the University of North Carolina, Greensboro and holds Series 7, 66, life and health insurance licenses. She resides in Roswell, GA with her husband, Steve and their son.
AL, AZ, CA, CO, CT, FL, GA, IL, IN, NC, NY, OH, SC, VA