Our Team
Meet Our Team
Ken Graves
Chief Investment Officer
Ken’s career in financial services began in 1987 with a small independent firm in Texas. That small firm soon merged into a much larger firm, and through that merger Ken became a Sr. Vice President in 1992.
Steve Welch
Attorney
In 2002, Steve fully transitioned into a wealth transfer practice ultimately becoming a member at Sanders Welch, LLC, a respected boutique estate planning firm in Atlanta.
Michael Trafford
Masters in Financial Planning
Michael Trafford’s focus has long been in financial planning. He attended Georgia State University on full scholarship where he earned his Finance degree, and later, a Masters in Personal Financial Planning.
Jennifer Browning
Chief Administrative Officer
Born & raised in central Florida, Jennifer moved to the north Georgia mountains in the Fall of 2002. Gradually building her career in the service & hospitality industry has allowed her to spend the past ten-plus years working exclusively with the CEO & Vice President of a closely held company in the Atlanta area.