Meet The Team
A Cohesive Approach Across Every Location
With offices nationwide, our team shares one mission, delivering excellent service. By combining diverse strengths and perspectives, we give clients clear answers, fresh ideas, and the confidence that comes from having a whole team on their side.
Atlanta
Mark Bloom
Financial Advisor
Michael Meschke
Financial Advisor
Bennett Greely
Financial Advisor
Keith Madrigal
Financial Advisor
BJ Dekreek
Financial Advisor
Scott A. King
Managing Partner, Financial Advisor
Jay L. Geaslen, CIMA, CRPC, MBA
Managing Partner
Mikey Ambrose
Financial Advisor
Cindy Lacey
Operations Manager
Jon Miller
Operations Associate
Mead Cushman
Client Services Associate
Tom Kelly, CPA
CPA
Stephen Kraus
Accountant
Kevin Kelly, MBA
Managing Partner
Chris Kirkland, MBA
Managing Partner
Raleigh-Durham
Arron Brisard
Financial Advisor
Katey Brisard
Operations Manager
Las Vegas
Bennett Greely
Financial Advisor
Kerri Escobar
Client Services Associate
Asheville
Laura Fenters
Operations Manager
Wade Howell
Financial Advisor
Tax & Accounting
Chris Kirkland, MBA
Managing Partner
Eli Goode
Payroll Manager
Kathy Fender
Accountant
Kevin Kelly, MBA
Managing Partner
Laura Fenters
Operations Manager
Stephen Kraus
Accountant
Tom Kelly, CPA
CPA
Wade Howell
Financial Advisor
About Us
Independent wealth and tax advisors dedicated nurturing clients across every branch of their wealth
The Ring Formula
Proprietary formula integrates wealth, tax, income, and risk strategies to adapt financial plans through life’s milestones.
Contact Us
Reach our professionals across multiple offices for integrated financial planning, tax and accounting support.