Harris works with institutional clients to provide financial benefits to members and employees. He specializes in the complexities of trusteed assets and provides sophisticated advice for individuals and fiduciaries. As an Adjunct Instructor for Augusta University, he teaches courses to students and professors. He also leads seminars at colleges, trade organizations and district meetings.

Harris is a graduate of the University of Georgia, and serves as a partner of Trillium Partners after joining in 2000. He has earned numerous prestigious industry certifications, including the Certified Investment Management Analyst designation from the Wharton School of Business and the Chartered Retirement Plans designation from the College for Financial Planning. Additionally, Harris has attained a PlanSuccess Certification in Behavioral Finance from the Center of Behavioral Finance.

Outside of work, Harris volunteers his time and resources to Habitat for Humanity, the Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta, and the Leukemia & Lymphoma Society. In his personal time, he enjoys spending time with his wife and two children.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Laura joined UBS in 2001 and has over 19 years of experience in the industry. Leveraging her natural strengths of listening and problem solving, she offers highly personalized service. She specializes in helping clients who are 'suddenly single': divorced or widowed, and couples entering retirement. By putting herself in the client’s shoes, Laura is able to provide customized solutions to help them meet their goals. Her passion for personal, tailored service and ability to efficiently handle specific needs help set her and the team apart. Dedicated to providing holistic financial and retirement planning for complex situations, Laura helps with all facets of a client’s financial picture.

Laura holds the Certified Exit Planner® (CEPA®) designation and seeks to help business owners and their families benefit from their lives’ work. Within the firm, she is a Portfolio Management Professional (PMP®) and is part of the UBS President’s Council. In addition to these achievements, Laura holds FINRA Series 7 and 66 securities licenses and is also a licensed insurance agent in the state of Georgia. Laura has been recognized as a Forbes Best-In-State Wealth Advisor for the state of Georgia, Forbes Top 200 Women Wealth Advisors, Barron’s Top 100 Women Financial Advisors, and Working Mother Magazine's Top Wealth Advisor Moms. Her team has been recognized as a top 1000 & 1200 Barron's Advisor and #2 for PlanAdvisor. Believing strongly in sharing her experience and knowledge to help others, she has been featured as a speaker at industry conferences.

Laura serves as chairman of the board for the Fellowship of Christian Athletes and serves on the Children’s Healthcare of Atlanta’s legacy advisor board. She is also actively involved with organizations such as the MIT AgeLab, Arete, Women Presidents' Organization (WPO), The Women's Collective advisory board, and the Atlanta Athletic Club (AAC) Finance Committee. Laura graduated from the University of Georgia with a B.S. in Psychology. She and her husband, Rob, have four children— Parks, Tyler, Porter and Carson—and make their home in Peachtree Corners, GA. Her passions outside of work include playing tennis, reading, CrossFit, and spending time with her family on Lake Oconee.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

Justin has 14 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and a Certified Private Wealth Advisor (CPWA) professional. Justin is a graduate of the University of North Carolina at Chapel Hill with a B.A. Economics and B.A. Management and Society. He holds his FINRA Series 7 and 66 licenses. Justin specializes in comprehensive financial planning, asset allocation, portfolio construction and risk management, and investment manager selection and evaluation. Justin, his wife and their two children reside in Atlanta with their black lab. Outside of the office he enjoys fishing, hunting and spending time with family and friends. He also volunteers his time as a coach for the Spring season at NYO Baseball.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

Betsy is a native of Atlanta and joined Trillium Partners in 2010. Betsy works with high net worth individuals and families by helping them manage every aspect of their financial picture. As a  CERTIFIED FINANCIAL PLANNER (CFP®), Betsy develops and maintains comprehensive financial plans. Betsy customizes each plan for each client, taking into account their unique situation, goals, and needs. She plays an essential role in onboarding new clients, and servicing important long-standing relationships. Betsy also lends her expertise by providing education to our 401(k) plan participants. In addition to earning her CFP® from the University of Georgia, she attained the Certified Fund Specialist (CFS®) designation from the Institute of Business and Finance. Outside of work, Betsy enjoys spending time with her husband Steve and their son, Warren. Betsy serves on the Primrose Parent's Advisory Council and is passionate about multiple local charities, including the Humane Society of Forsyth County.

Registered States:
AL, FL, GA, IA, NC, OK, SC

Cory works with institutional clients to address communication needs, including employee education, retirement transitions and executive financial planning. As part of the team, he helps provide personalized service and investment management experience. With complicated benefits packages, there can be potential for complex tax consequences and plans sponsors need specialized advice. After spending 6 years as a public accountant, Cory joined UBS. He has experience in multiple areas including corporate & non-profit audits, individual, entity, trust, and estate taxation. Cory has earned the  CERTIFIED FINANCIAL PLANNER (CFP®) designation, the Chartered Retirement Plans designation from the College for Financial Planning and is a Certified Public Accountant (CPA) in the state of Georgia. He received his B.S. in Business Administration (Accounting) as well as his Master of Accountancy from Auburn University. Outside of work, Cory is an active leader in his church where he serves as the music leader for Sunday services. Cory and his wife, Carrie, live in Dunwoody, GA with their three children Nathan, Evelyn and Caleb.

Registered States:
AL, FL, GA, IN, NC, SC

Steven joined UBS in 2018 as a Wealth Management Advisor and Financial Planner. Steven specializes in delivering tailored financial planning solutions to his clients in order to help them achieve their short term and long term financial goals. His main focus is educating clients through holistic financial planning. These solutions cover areas such as investment management, equity compensation, deferred compensation, retirement planning, education planning, debt management, income protection, insurance, and estate planning needs. Steven holds the Series 7, Series 66, Life, Health, and Long Term Care Insurance licenses. He has successfully earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation, as well as his Accredited Wealth Management Advisor (AWMA®) designation.

Steven is a graduate of the University of Mississippi where he earned his BBA in Management, as well as his MBA. He currently lives in Buckhead in the Peachtree Hills community, and is a golf enthusiast. He also expresses his love for the outdoors and education by sitting on the board of both the Safari Club International’s local chapter, and the Ole Miss MBA Program.

Registered States:
AL, AZ, FL, GA, IA, ME, NC, OK, SC, TN, TX

Emmy joined UBS in December 2019 as a Business Development Specialist with over four years of experience in Marketing, Communications and Sales in the US and Switzerland. She received her bachelor’s in Marketing from the University of Georgia in 2015. As a part of the team, Emmy works to build and grow relationships with clients, while supporting team initiatives in wealth management and institutional consulting. Additionally, she works to develop the business through marketing strategy and event planning. In her spare time she enjoys traveling, photography, tennis, hiking, volunteering, and spending time with friends and family.

Jasmine joined UBS in 2018 as a Senior Registered Client Service Associate, and recently became a member of the Trillium Partners team in 2020. She has over 11 years of experience in the financial services industry from the firm, Wells Fargo and Merrill Lynch. Jasmine delivers exemplary client service with an impeccable attention to detail and enthusiasm for exceeding clients' expectations. She works closely with the team to respond to client service requests swiftly and accurately. As a Client Service Associate, her favorite parts of the job are meeting with clients, helping them with our provided services and the opportunity for quick problem solving.

Jasmine has a B.A. in Finance from Georgia Southern University and holds her Series 7 and 66 securities licenses. She currently resides in Atlanta, GA with her husband. In her spare time she enjoys Atlanta sporting events, cooking, traveling to the beach and volunteering in her community.  

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Karen joined UBS in 2016 with over 12 years of financial industry experience, along with an extensive background of over 25 years in retail sales, management  and event planning. After attending The American College for Applied Arts for Fashion Merchandising, Karen went on to work for luxury retailers – Christian Dior, Estee Lauder, Neiman Marcus and Brooks Brothers in sales, management and event planning. As an accomplished professional and a proven facilitator, Karen sets high standards and expectations to meet each advisor and providing white glove treatment to our client's in a timely, friendly, and proactive manner. She enjoys spending time with her husband Calvin, their two children, their three active grandchildren, writing on her blog, and any beach with a sunset.

Jasmine began her career at UBS in June 2021 as a client service associate. She is a recent graduate from Georgia Southern University where she was a Parker Business Scholar and graduated with two BBA degrees in Finance and Business Management. She is currently working towards her Series 7 and 66 licenses, as well as her Chartered Financial Analyst (CFA) designation. As a Client Service associate, Jasmine works closely with the advisors and team to make the investment process as smooth as possible all while building relationships with clients by anticipating their needs, solving problems, and delivering exceptional service. In her spare time, Jasmine enjoys visiting gardens, going to art museums, and spending time with her friends and family. She is also very passionate about spreading financial literacy to underserved communities.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA