Wealth Matters

Allen Venet/SunTrust Bank (now Truist) Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million – with each including unique personal property. A […]

Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to practice in Georgia in 1999. Stacy began her legal career at […]

Joseph Sillitto/Page, Scranton, Sprouse, Tucker & Ford, P.C. Joseph Sillitto’s practice Page, Scranton, Sprouse, Tucker & Ford, P.C. focuses primarily on probate and administration of estates; fiduciary representation; guardianships and powers of attorney; prenuptial agreements; asset transfer; tax implications and planning. Mr. Sillitto is a member of the State Bar of Georgia, and is an […]

David Geller/Wealth Enhancement Group David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual’s talents, wisdom, […]

Richard Barnes/Barnes Law LLC Richard Barnes is the founder of BarnesLaw, LLC, which services clients throughout Georgia and Florida. An attorney with over 30 years’ experience with professionals, executives and family owned businesses, Richard is an author and popular speaker on business and estate planning and fiduciary litigation. Richard is a Fellow of the American […]

Jeff Bernier/TandemGrowth Financial Advisors The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) […]

Tim Curtin/Curtin Law Firm, P.C. Tim Curtin is the founding partner of Curtin Law Firm, P.C., a boutique estate planning and probate administration law firm in Atlanta, GA. Tim currently serves as Chair of the Atlanta Bar Association’s Estate Planning and Probate Section. He is a graduate of The Wake Forest University School of Law […]

Kristen Lewis/The Bowden Law Firm Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities. She currently practices with The Bowden Law Firm, LLC in Atlanta, GA, a boutique estate planning firm which she co-founded in 2020. She is a Fellow of the American College of Trust […]

Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory LLP on this month’s episode of “Wealth Matters”. Michael Van Cise & Kathryn Hecker/Arnall Golden Gregory LLP Michael Van Cise and Kathryn Hecker are partners at Arnall […]

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”. CLICK HERE to watch the video of this show. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and […]