Brightworth Company

Description

Address: 3344 Peachtree Rd NE #2000, Atlanta, GA 30326 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 760-9000: Place name: : Website: : : : Category: : Website: http://www.brightworth.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Not enough data yet for Fridays : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for FridaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Thursdays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Brightworth Posting publicly on the Web Write a review Reviews 4 Google reviews

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Brightworth Employees

Employee
Years
Job
Industry
Jason Cross Jason Cross Greater Atlanta Area Details
Jason Cross's Brightworth Experience January 2015 - Present
Job Financial Planner at Brightworth
Industry Financial Services
Experience
Brightworth   January 2015 - Present

Skills
Financial Planning, Estate Planning, Wealth Management, High Net Worth..., Grants, Government, Strategic Financial..., Research, Wealth Management..., Economic Development, Community Development, Local Government, Portfolio Management, Government Relations, Transactional Law, Funding, Personal Financial..., Trusts

Education
Emory University - Goizueta Business School
Bachelor's Degree, Finance and Law

Emory University School of Law
Juris Doctor (J.D.), Estate & Trust Planning, Wealth Transfer, Tax Planning

Woodstock Highschool

Sherry Hodor, CFP® Sherry Hodor, CFP® Greater Atlanta Area Details
Sherry Hodor, CFP®'s Brightworth Experience January 2014 - Present
Job Partner, Director of Operations
Industry Financial Services
Experience
Brightworth   January 2014 - Present
Brightworth   January 2014 - Present
Brightworth, LLC   August 2002 - December 2013
Brightworth, LLC   July 1995 - August 2002

Education
Georgia State University - J. Mack Robinson College of Business   1993 — 1995
MBA, Finance

Georgia Institute of Technology - Georgia Tech College of Management   1989 — 1993
BS, Management with concentration in Economics

Chase Mouchet, CFP® Chase Mouchet, CFP® Atlanta, Georgia Details
Chase Mouchet, CFP®'s Brightworth Experience September 2015 - Present
Job Financial Planner at Brightworth
Industry Financial Services
Experience
Brightworth   September 2015 - Present
Strategic Financial Planning, Inc.   August 2013 - August 2015
Alpha Financial Management   February 2010 - June 2013

Skills
Retirement Planning, Strategic Planning, Strategic Financial..., Investments, Customer Service, Microsoft Excel, Public Speaking, Finance, Nonprofits, Financial Services, Wealth Management, Insurance, Portfolio Management, Leadership, Risk Management

Education
The University of Georgia   2005 — 2009
B.S.F.C.S., Family Financial Planning

University of Georgia - Terry College of Business   2005 — 2009
B.B.A., Finance

Nathan Corbitt, CPA, CFA, CFP® Nathan Corbitt, CPA, CFA, CFP® Greater Atlanta Area Details
Nathan Corbitt, CPA, CFA, CFP®'s Brightworth Experience April 2015 - Present
Job Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth   April 2015 - Present
Brightworth   January 2011 - March 2015

Education
Georgia Southern University   2000 — 2004
Masters, Accounting

Randy Chrisman Randy Chrisman Greater Atlanta Area Details
Randy Chrisman's Brightworth Experience May 2004 - August 2012
Job Marketing Director at Angel Oak Capital Advisors, LLC
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC  June 2014 - Present
Angel Oak Capital Advisors, LLC  December 2012 - May 2014
Brightworth   May 2004 - August 2012
R.E. Wacker Associates, Inc.   January 2004 - April 2004
A.G. Edwards & Sons, Inc.   August 2002 - September 2003
Raymond James Financial  March 2002 - July 2002
Shanco Commodities Company   October 2000 - February 2002
The Linn Group   June 2000 - September 2000

Skills
Finance, Investments, Marketing, Financial Analysis, Management, Strategic Planning, Equities, Financial Modeling, Fixed Income, Sales

Education
California Polytechnic State University-San Luis Obispo   1996 — 2000
BS, Finance

Mollie Robbins Mollie Robbins Greater Atlanta Area Details
Mollie Robbins's Brightworth Experience November 2006 - December 2008
Job Administrative Accountant
Industry Accounting
Experience
Accretive Solutions  May 2011 - Present
Willmer Engineering Inc  March 2009 - April 2011
Brightworth   November 2006 - December 2008
The Storehouse  2004 - 2006
Ross Systems  2000 - 2004
The Boeing Company  1982 - 2000
Deloitte Haskins & Sells  1980 - 1982

Skills
Administration, Background Checks, Cash Flow, Process Improvement, Invoicing, System Administration, Accounting, Payroll, Internal Controls, Finance, Financial Reporting, Financial Statements, Auditing, Accounts Payable, Mergers & Acquisitions, Accounts Receivable

Education
The University of Texas at Austin
BBA, Accounting

Ryan Halpern, CPA, CFP® Ryan Halpern, CPA, CFP® Greater Atlanta Area Details
Ryan Halpern, CPA, CFP®'s Brightworth Experience June 2015 - Present
Job Senior Financial Planner at Brightworth
Industry Financial Services
Experience
Brightworth   June 2015 - Present
Brightworth   March 2013 - June 2015
Pathstone Family Office  February 2011 - March 2013
Ernst & Young  October 2008 - January 2011
Ernst & Young  May 2007 - August 2007

Skills
Tax Compliance, Tax Accounting

Education
University of Georgia - Terry College of Business   2007 — 2008
Masters of Accountancy, Tax

University of Georgia - Terry College of Business   2003 — 2007
BBA, Accounting

Kerry (Capeheart) Ward Kerry (Capeheart) Ward Greater Atlanta Area Details
Kerry (Capeheart) Ward's Brightworth Experience 2006 - 2007
Job Wealth Advisor Associate at Peachtree Financial Group
Industry Financial Services
Experience
Peachtree Financial Group   August 2013 - Present
CetoLogic  July 2011 - July 2012
Robin Grier Financial Services, Inc.   September 2009 - August 2011
The Tax Shelter   August 2007 - August 2009
Brightworth   2006 - 2007
Ceto and Associates  2003 - 2006

Skills
Banking, Risk Management, Cash Management, Investments, Process Improvement, Retail Banking, Finance, Management, Accounting, Sales, Access, Financial Analysis, Loans, Commercial Lending, Salesforce.com, Commercial Banking, Insurance, Forecasting, Financial Services, Business Development, Portfolio Management, Business Analysis, Strategic Financial..., Mortgage Lending, Financial Modeling, Relationship Management, Credit Risk, CRM, Retirement Planning, Leadership, Financial Planning, Treasury Management, Asset Management, Executive Management, Financial Advisory, Wealth Management, Strategic Planning, Small Business, Mutual Funds, Credit, Consumer Lending, Credit Analysis

Education
Keller Graduate School of Management of DeVry University   2007 — 2009
Master of Business Administration (M.B.A.), Finance

Georgia State University   1999 — 2001
Bachelor of Business Administration (BBA), Marketing

Gainesville State College   1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General

Forsyth Central High School

Charlie Jordan, CFP® Charlie Jordan, CFP® Greater Atlanta Area Details
Charlie Jordan, CFP®'s Brightworth Experience January 2014 - Present
Job Partner & Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth   January 2014 - Present
Brightworth   January 2011 - Present
Brightworth   2008 - January 2011
Habif, Arogeti & Wynne, LLP   2007 - 2008
The National Christian Foundation  2004 - 2007
JPH Advisory Group   2003 - 2004
SunAmerica Securities  2002 - 2002
American Express Financial Advisors  2000 - 2001

Skills
Estate Planning, Financial Planning, Retirement Planning, Finance, Wealth, Retirement, Portfolio Management, Management, Insurance, Leadership

Education
Kennesaw State University - Michael J. Coles College of Business   2007 — 2009
MAcc, Accounting

University of Florida - Warrington College Of Business   1998 — 2000
B.S., Finance

University of Houston   1996 — 1997

Niceville High School   1993 — 1996

Tom Presley, CPA, CFP®, PFS Tom Presley, CPA, CFP®, PFS Greater Atlanta Area Details
Tom Presley, CPA, CFP®, PFS's Brightworth Experience April 2015 - Present
Job Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth   April 2015 - Present
Brightworth   August 2014 - March 2015
Brightworth   August 2011 - July 2014
Cherry, Bekaert & Holland   October 2009 - July 2011
Cherry, Bekaert & Holland   May 2008 - July 2008
Cherry, Bekaert & Holland   May 2007 - July 2007

Education
University of Georgia - Terry College of Business   2004 — 2009
MAcc, BBA, Accounting, Finance

Ray Padron, CPA, CFP®, CIMA® Ray Padron, CPA, CFP®, CIMA® Greater Atlanta Area Details
Ray Padron, CPA, CFP®, CIMA®'s Brightworth Experience July 2004 - Present
Job Managing Partner & Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth   July 2004 - Present
CEO Netweavers  2014 - 2015
Ronald Blue & Co.   January 1993 - June 2004
ARC Financial Services   1988 - 1993
Capital Associates  1984 - 1988

Education
University of Maryland College Park   1974 — 1978
BS, Accounting and Finance

Heather Hess Heather Hess Greater Atlanta Area Details
Heather Hess's Brightworth Experience August 2014 - Present
Job Marketing Manager at Brightworth
Industry Financial Services
Experience
Brightworth   August 2014 - Present
Windham Brannon  April 2012 - August 2014
Sealy & Company  April 2011 - March 2012
Rooster Media   July 2009 - April 2011
Hodges Management and Leasing Company   March 2008 - September 2009
The Little Gym International, Inc.   August 2005 - March 2008
M.D. Hodges Enterprises. Inc.   November 2002 - March 2006

Skills
Marketing, Strategic Planning, Business Development, Budgets, Due Diligence, Marketing Communications, Marketing Strategy, Project Management, Analysis, Financial Analysis

Education
North Carolina State University   1995 — 2000
BS, Industrial Engineering

Bob Hogue School of Real Estate   2001 — 2001
Real Estate License - Florida

Dave Polstra, CPA, CFP®, CIMA® Dave Polstra, CPA, CFP®, CIMA® Greater Atlanta Area Details
Dave Polstra, CPA, CFP®, CIMA®'s Brightworth Experience May 1997 - Present
Job CoFounder, Partner and Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth   May 1997 - Present
PPA Advisory Services, LLC   October 1981 - May 1997
Arthur Andersen, LLP  September 1979 - October 1981

Skills
Senior Executive..., Planning for High..., Wealth Management --..., IRA Distribution..., Financial Management..., Charitable Giving..., Estate Planning for...

Education
The University of Texas at Austin   1975 — 1979
BBA, Accounting

Patrick King, CFP® Patrick King, CFP® Greater Atlanta Area Details
Patrick King, CFP®'s Brightworth Experience May 2008 - December 2011
Job Wealth Advisor at Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners  January 2012 - Present
Brightworth   May 2008 - December 2011
Financial Discovery Group   November 2007 - May 2008
MeadWestvaco  April 2004 - August 2007
Cooper Lighting  March 2002 - April 2004
Snapper   December 1999 - March 2002
Terex  July 1997 - November 1999
Duer / Carolina Coil   May 1996 - July 1997

Skills
Financial Planning, Investments, Executive Compensation, Private Equity, Social Security

Education
Georgia State University - J. Mack Robinson College of Business   2005 — 2008
MBA, Personal Financial Planning

Clemson University   1991 — 1995
BS, Mechanical Engineering

Annika Ferris Cushnie, CFP®, CIMA® Annika Ferris Cushnie, CFP®, CIMA® Greater Atlanta Area Details
Annika Ferris Cushnie, CFP®, CIMA®'s Brightworth Experience 2003 - Present
Job Wealth Advisor and Partner
Industry Financial Services
Experience
Brightworth   2003 - Present

Skills
Wealth Management, Investments, Retirement Planning, Financial Planning

Education
Georgia State University - J. Mack Robinson College of Business   2001 — 2003
MBA, Personal Financial Planning

University of Colorado Boulder - Leeds School of Business   1993 — 1998

Erin Troxell Erin Troxell Atlanta, Georgia Details
Erin Troxell's Brightworth Experience September 2012 - October 2012
Job Sales Development at SalesLoft
Industry Computer Software
Experience
SalesLoft  May 2015 - Present
Prestige Staffing  May 2014 - May 2015
Prestige Staffing  October 2012 - May 2014
Brightworth   September 2012 - October 2012

Skills
Marketing Strategy, Sales, Microsoft Excel, Microsoft Word, Exercise Physiology, Direct Sales, Marketing Communications, Sales Management, Technical Recruiting, Staffing Services, Recruiting, Staff Augmentation, Human Resources, Permanent Placement, contract placement, Screening Resumes, Interviewing Skills, Contract Recruitment, Applicant Tracking..., College Recruiting, Talent Acquisition, Sourcing, Internet Recruiting, PowerPoint, Leadership

Education
The University of Georgia   2008 — 2012
Bachelor of Science (B.S.), Psychology

The University of Georgia   2008 — 2012
Bachelor of Arts (B.A.), Cognitive Science

Faith R Davis Faith R Davis Atlanta, Georgia Details
Faith R Davis's Brightworth Experience October 2011 - Present
Job CSA at Brightworth
Industry Financial Services
Experience
Brightworth   October 2011 - Present
CWMG   November 2008 - August 2011
Envision Investment Advisors   May 2008 - September 2008
Pacific Life  February 2004 - May 2008

Education
University of Nebraska at Omaha   1998 — 2003
Bachelor Degree, Communication

Don Wilson, CFA, CFP® Don Wilson, CFA, CFP® Greater Atlanta Area Details
Don Wilson, CFA, CFP®'s Brightworth Experience January 2014 - Present
Job Chief Investment Officer & Partner at Brightworth
Industry Financial Services
Experience
Brightworth   January 2014 - Present
Brightworth   January 2006 - December 2013
Brightworth   July 2001 - December 2005
Brightworth   June 1998 - June 2001

Skills
Asset Management, Portfolio Management, Investments, Asset Allocation, Investment Management, Wealth Management, Alternative Investments, Investment Strategies

Education
Georgia Institute of Technology   1990 — 1995
Bachelor of Electrical Engineering

Alan Gotthardt Alan Gotthardt Greater Atlanta Area Details
Alan Gotthardt's Brightworth Experience 1997 - December 2010
Job Chief Investment Officer at TriniD; Author of The Eternity Portfolio, Illuminated
Industry Investment Management
Experience
TriniD   March 2010 - Present
The Eternity Portfolio   September 2003 - Present
Capital Decisioneering   January 2011 - Present
Jonas Paul Eyeware   September 2015 - Present
Ministry Ventures  October 2012 - Present
Timothy Barnabas Ministries   January 2003 - Present
Brightworth   1997 - December 2010
Ernst & Young, LLP   1992 - 1997

Skills
Investment Strategies, Investments, Wealth Management, Portfolio Management, Financial Advisory, Investment Management, Asset Management, Asset Allocation, Finance, Alternative Investments, Investment Advisory, Wealth, High Net Worth..., Estate Planning, Financial Analysis, Retirement Planning, Hedge Funds, Financial Modeling, Private Equity, Business Valuation, Strategic Financial..., Financial Planners, Behavioral Finance, Macroeconomics, Valuation, Financial Planning, Fund Of Funds, Private Placements, Capital Markets, Value Investing, Philanthropy, Certified Financial..., Venture Capital, Equities, Equity Research, Securities, Financial Structuring, Published Author, Writing

Education
The University of Georgia   1988 — 1992
BBA in Accounting and MACC in Taxation

Chris Dardaman, CPA, CFP®, CIMA®, CAIA Chris Dardaman, CPA, CFP®, CIMA®, CAIA Greater Atlanta Area Details
Chris Dardaman, CPA, CFP®, CIMA®, CAIA's Brightworth Experience 1997 - Present
Job CoFounder and Wealth Advisor at Brightworth
Industry Investment Management
Experience
Brightworth   1997 - Present
Brightworth   2003 - 2014
Brightworth   1997 - 2013
Polstra & Dardaman, LLC   1997 - 2002
PPA Advisors   1992 - 1997

Skills
Investments, Asset Management, Private Equity, Alternative Investments, Wealth Management, Asset Protection, Financial Planning, Investment Strategies, Charitable Giving, Private Foundations, Entrepreneurship, Youth Entrepreneurship, Strategic Planning, Strategy, Business Strategy

Education
Emory University   2014 — 2016
Master of Business Administration (M.B.A.), Concentration in Finance (Private Equity)

University of Pennsylvania - The Wharton School
IMCA Alternative Investments Program

The Strategic Coach   2001 — 2004
Dan Sullivan's Coaching Program for High Achieving Entrepreneurs

University of Pennsylvania - The Wharton School
IMCA Certified Investment Managment Analyst Program

Mississippi State University   1980 — 1984
Bachelor's - Magna Cum Laude, Accounting

Vickie Weiler Vickie Weiler Duluth, Georgia Details
Vickie Weiler's Brightworth Experience February 2004 - December 2008
Job Registered Financial Services Professional
Industry Financial Services
Experience
Wadley Financial Group LLC   March 2010 - June 2015
Brightworth   February 2004 - December 2008
Prestige Bank   December 1992 - September 2002

Skills
Investments, Employee Benefits, Due Diligence, Human Resources, Mergers & Acquisitions, Finance, Retirement Planning, Insurance, Strategic Financial..., Estate Planning, Leadership

Education
Carlow University
Bachelor's, Business & Communications

Robert Morris University
Associate of Science (A.S.), Business, Cum Laude

Kim Kreiner Kim Kreiner Greater Atlanta Area Details
Kim Kreiner's Brightworth Experience August 2005 - Present
Job Executive Assistant at Brightworth
Industry Financial Services
Experience
Brightworth   August 2005 - Present
Brightworth   August 1997 - August 2005

Education
Liberty University   1981 — 1984
Business, Psychology

Dave Polstra Dave Polstra Greater Atlanta Area Details
Dave Polstra's Brightworth Experience April 1997 - Present
Job Partner at Brightworth
Industry Information Technology and Services
Experience
Brightworth   April 1997 - Present

Education
The University of Texas at Austin   1975 — 1979
BBA, Accounting

Sara Pace Sara Pace Atlanta, Georgia Details
Sara Pace's Brightworth Experience 2005 - 2008
Job Director of Development
Industry Nonprofit Organization Management
Experience
Desire Street Ministries  2008 - Present
Brightworth   2005 - 2008

Skills
Social Media, Community Development, Event Management, Volunteer Management, Public Speaking, Board Development, Newsletters, Editing, Grant Writing, Leadership Development, Social Media Marketing, Program Development, Team Building, Stewardship, Customer Service, Grants

Education
Florida State University   1976 — 1980
BS

Rickards HS