TrueWealth Management
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TrueWealth Management Employees
Employee
Years
Job
Industry
Patrick Lawson, CFP® Patrick Lawson, CFP®'s TrueWealth Management Experience March 2013 - Present
Job Wealth Advisor at TrueWealth | Wealth Management | Financial Planning
Industry Financial Services
Experience
TrueWealth Management March 2013 - Present
DCA Global Investment Management June 2011 - February 2013
The Wesleyan School June 2010 - June 2011
University of Georgia Visitors Center February 2008 - May 2009
Towne Bank May 2005 - June 2008
Skills
Research, Strategic Planning, Financial Analysis, Investment management, Hedge Funds, Capital Markets, Strategic Financial..., Networking
Education
University of Georgia - Terry College of Business 2011 — 2012
Certificate in Financial Planning, Executive Program for CFP® Certification
The University of Georgia 2005 — 2009
BBA, Management
University of Georgia - Terry College of Business 2005 — 2009
BBA, Management
Hampton Roads Academy
TrueWealth Management March 2013 - Present
DCA Global Investment Management June 2011 - February 2013
The Wesleyan School June 2010 - June 2011
University of Georgia Visitors Center February 2008 - May 2009
Towne Bank May 2005 - June 2008
Skills
Research, Strategic Planning, Financial Analysis, Investment management, Hedge Funds, Capital Markets, Strategic Financial..., Networking
Education
University of Georgia - Terry College of Business 2011 — 2012
Certificate in Financial Planning, Executive Program for CFP® Certification
The University of Georgia 2005 — 2009
BBA, Management
University of Georgia - Terry College of Business 2005 — 2009
BBA, Management
Hampton Roads Academy
Jim Heard Jim Heard's TrueWealth Management Experience 1999 - Present
Job President & CEO at TrueWealth | Wealth Management | Financial Planning | 30+ Yrs Financial Services Experience
Industry Financial Services
Experience
TrueWealth Management 1999 - Present
Merrill Lynch 1994 - 1998
AJGA 1979 - 1981
Skills
Wealth Management, Financial Advisory, Financial Planners, Investment Strategies
Education
Davidson College 1975 — 1979
BA, History
Druid Hills High School 1971 — 1975
TrueWealth Management 1999 - Present
Merrill Lynch 1994 - 1998
AJGA 1979 - 1981
Skills
Wealth Management, Financial Advisory, Financial Planners, Investment Strategies
Education
Davidson College 1975 — 1979
BA, History
Druid Hills High School 1971 — 1975
Todd Skelton Todd Skelton's TrueWealth Management Experience April 2011 - Present
Job COO at TrueWealth | 20+ Yrs International Exp | Strategic Planning | Organizational Development | HR & Ops Management
Industry Financial Services
Experience
TrueWealth Management April 2011 - Present
Windham Brannon PC CPAs 1999 - 2011
Center for War Peace & the News Media 1994 - 1999
BiLingual Corporation 1989 - 1994
Skills
Employee Relations, Team Building, Strategic Planning, Coaching, Operations Management, Leadership, Recruiting, Human Resources, Process Improvement, Management, Personnel Management, Marketing, Project Management, Customer Service, Project Planning, Analysis, Nonprofits, Time Management, Deferred Compensation, Talent Acquisition
Education
University of Georgia
TrueWealth Management April 2011 - Present
Windham Brannon PC CPAs 1999 - 2011
Center for War Peace & the News Media 1994 - 1999
BiLingual Corporation 1989 - 1994
Skills
Employee Relations, Team Building, Strategic Planning, Coaching, Operations Management, Leadership, Recruiting, Human Resources, Process Improvement, Management, Personnel Management, Marketing, Project Management, Customer Service, Project Planning, Analysis, Nonprofits, Time Management, Deferred Compensation, Talent Acquisition
Education
University of Georgia
Meredith Russell Meredith Russell's TrueWealth Management Experience January 2014 - October 2014
Job Portfolio Administrator at TrueWealth
Industry Financial Services
Experience
TrueWealth Management January 2014 - October 2014
Skills
Time Management, Team-oriented, Oral & Written..., Organizational..., Microsoft Excel, Microsoft Word, Operations Management, Portfolio Management
Education
Georgia Southern University 2009 — 2012
Bachelor of Arts, Political Science/Pre Law
Oxford College of Emory University 2008 — 2009
TrueWealth Management January 2014 - October 2014
Skills
Time Management, Team-oriented, Oral & Written..., Organizational..., Microsoft Excel, Microsoft Word, Operations Management, Portfolio Management
Education
Georgia Southern University 2009 — 2012
Bachelor of Arts, Political Science/Pre Law
Oxford College of Emory University 2008 — 2009
Betsy Pass Betsy Pass's TrueWealth Management Experience December 2013 - Present
Job Operations | Human Resources | Marketing
Industry Financial Services
Experience
TrueWealth Management December 2013 - Present
The Georgia Society of CPAs September 2011 - November 2013
Windham Brannon Foundation September 2006 - September 2011
Windham Brannon April 2000 - September 2011
Peace Corps August 1997 - December 1999
Skills
Nonprofits, Non-profits, Fundraising, Newsletters, Budgets, Social Media, Time Management, Outlook, Microsoft Excel, Event Planning, Human Resources, Microsoft Word, Management, Leadership, Microsoft Office, Onboarding, Accounting, Strategic Planning, Coaching, Project Management, Benefits, Volunteer Management, Employee Benefits, Staff Development, Social Media Marketing, Facebook, Networking, CPA, Administration, Professional..., Hootsuite, Google+, Tumblr, Google Analytics, RSS, Staff Supervision, Klout, Evernote, Social Media Measurement, Social Media Monitoring, Volunteer Recruiting, Twitter, LinkedIn, Exact Target, Buffer, Feedly, Newsle, SproutSocial, Pocket
Education
Dickinson College 1993 — 1997
BA
Girls Preparatory School 1987 — 1993
High School
TrueWealth Management December 2013 - Present
The Georgia Society of CPAs September 2011 - November 2013
Windham Brannon Foundation September 2006 - September 2011
Windham Brannon April 2000 - September 2011
Peace Corps August 1997 - December 1999
Skills
Nonprofits, Non-profits, Fundraising, Newsletters, Budgets, Social Media, Time Management, Outlook, Microsoft Excel, Event Planning, Human Resources, Microsoft Word, Management, Leadership, Microsoft Office, Onboarding, Accounting, Strategic Planning, Coaching, Project Management, Benefits, Volunteer Management, Employee Benefits, Staff Development, Social Media Marketing, Facebook, Networking, CPA, Administration, Professional..., Hootsuite, Google+, Tumblr, Google Analytics, RSS, Staff Supervision, Klout, Evernote, Social Media Measurement, Social Media Monitoring, Volunteer Recruiting, Twitter, LinkedIn, Exact Target, Buffer, Feedly, Newsle, SproutSocial, Pocket
Education
Dickinson College 1993 — 1997
BA
Girls Preparatory School 1987 — 1993
High School
Kristin M. Zeigler, CFP®'s TrueWealth Management Experience April 2012 - Present
Job Wealth Advisor at TrueWealth
Industry Financial Services
Experience
TrueWealth Management April 2012 - Present
Skills
Series 63, Wealth Management, Mutual Funds, Equities, Investments, Securities, Portfolio Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Fixed Income, Alternative Investments, FINRA, Asset Management, Strategic Financial..., Financial Services, Financial Modeling
Education
Florida State University 2002 — 2005
BS, Finance, Marketing
TrueWealth Management April 2012 - Present
Skills
Series 63, Wealth Management, Mutual Funds, Equities, Investments, Securities, Portfolio Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Advisory, Fixed Income, Alternative Investments, FINRA, Asset Management, Strategic Financial..., Financial Services, Financial Modeling
Education
Florida State University 2002 — 2005
BS, Finance, Marketing
Laura (Hamilton) Nasca's TrueWealth Management Experience January 2014 - Present
Job Assistant to CEO at TrueWealth, LLC
Industry Financial Services
Experience
TrueWealth Management January 2014 - Present
DCB Holdings, LLLP November 2009 - December 2013
Windham Brannon Financial Group January 2001 - August 2009
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
BBA, Risk Management & Insurance
TrueWealth Management January 2014 - Present
DCB Holdings, LLLP November 2009 - December 2013
Windham Brannon Financial Group January 2001 - August 2009
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
BBA, Risk Management & Insurance
Ben Hampton Ben Hampton's TrueWealth Management Experience January 2014 - Present
Job Client Service Associate at TrueWealth
Industry Financial Services
Experience
TrueWealth Management January 2014 - Present
Reynolds & Reynolds Financial Partners May 2013 - October 2013
Skills
Finance, Building Relationships, Personal Finance, Customer Service, Strategic Financial..., Investments, Financial Advisory, CRM, Risk Management
Education
University of Georgia - Terry College of Business 2014 — 2015
Certificate in Financial Planning, Executive Program for CFP® Certification
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
TrueWealth Management January 2014 - Present
Reynolds & Reynolds Financial Partners May 2013 - October 2013
Skills
Finance, Building Relationships, Personal Finance, Customer Service, Strategic Financial..., Investments, Financial Advisory, CRM, Risk Management
Education
University of Georgia - Terry College of Business 2014 — 2015
Certificate in Financial Planning, Executive Program for CFP® Certification
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Ashley (Wurst) Barba Ashley (Wurst) Barba's TrueWealth Management Experience June 2015 - Present
Job Associate at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management June 2015 - Present
Pinnacle Promotions May 2012 - May 2015
Pinnacle Promotions March 2011 - May 2012
Sherwin Williams May 2008 - March 2011
Skills
Marketing, Account Management, Sales, Salesforce.com, Strategy, B2B, Customer Service, Microsoft Office, Email Marketing, Training, Product Marketing, Program Management, Selling, Cold Calling
Education
Auburn University 2004 — 2008
Bachelor of Science in Business Administration, Marketing
Milton High School 2001 — 2004
University of Georgia - Terry College of Business
Greene Consulting, CFP(R) Certificate Program, Financial Planning and Services
TrueWealth Management June 2015 - Present
Pinnacle Promotions May 2012 - May 2015
Pinnacle Promotions March 2011 - May 2012
Sherwin Williams May 2008 - March 2011
Skills
Marketing, Account Management, Sales, Salesforce.com, Strategy, B2B, Customer Service, Microsoft Office, Email Marketing, Training, Product Marketing, Program Management, Selling, Cold Calling
Education
Auburn University 2004 — 2008
Bachelor of Science in Business Administration, Marketing
Milton High School 2001 — 2004
University of Georgia - Terry College of Business
Greene Consulting, CFP(R) Certificate Program, Financial Planning and Services
Terry Montano Terry Montano's TrueWealth Management Experience January 2015 - Present
Job Client Service Associate at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management January 2015 - Present
Homrich Berg May 2014 - August 2014
Volunteer Income Tax Assistance January 2014 - May 2014
Skills
Research, Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Programming, Computer Hardware, Windows, Business Analysis, Access, Negotiation, Facebook, Marketing, Data Analysis, Analysis, Teaching, Databases, English, Economics, Social Media, Editing, Troubleshooting, Risk Management, Budgets, Public Speaking, Leadership, Outlook, Project Management, HTML, Team Management, Bookkeeping, Data Entry, Time Management, Team Leadership, Strategic Planning, Statistics, Accounting, Tax Preparation, Cash Flow, Return on Investment..., Retirement Planning, Hospitality, Balance Sheet, Estate Tax Planning, Personal Tax Planning
Education
The University of Georgia 2012 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Georgia Perimeter College 2009 — 2011
Associate of Science (A.S.), General Studies
TrueWealth Management January 2015 - Present
Homrich Berg May 2014 - August 2014
Volunteer Income Tax Assistance January 2014 - May 2014
Skills
Research, Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Programming, Computer Hardware, Windows, Business Analysis, Access, Negotiation, Facebook, Marketing, Data Analysis, Analysis, Teaching, Databases, English, Economics, Social Media, Editing, Troubleshooting, Risk Management, Budgets, Public Speaking, Leadership, Outlook, Project Management, HTML, Team Management, Bookkeeping, Data Entry, Time Management, Team Leadership, Strategic Planning, Statistics, Accounting, Tax Preparation, Cash Flow, Return on Investment..., Retirement Planning, Hospitality, Balance Sheet, Estate Tax Planning, Personal Tax Planning
Education
The University of Georgia 2012 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Georgia Perimeter College 2009 — 2011
Associate of Science (A.S.), General Studies
Jennifer Acuff, CPA / PFS / CFP Jennifer Acuff, CPA / PFS / CFP's TrueWealth Management Experience December 2006 - Present
Job Wealth Advisor at TrueWealth | Wealth Management | Financial Planning | 10+ Yrs Financial Services Experience
Industry Financial Services
Experience
TrueWealth Management December 2006 - Present
PricewaterhouseCoopers June 2003 - December 2006
Skills
Estate Tax Planning, Retirement, High Net Worth..., Reporting & Analysis, Wealth, Financial Planning, Income Tax, Retirement Planning, Wealth Management, Investments, Asset Management, Estate Planning, Budgeting
Education
University of Georgia - Terry College of Business 2002 — 2003
Masters of Acct, Accounting
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
TrueWealth Management December 2006 - Present
PricewaterhouseCoopers June 2003 - December 2006
Skills
Estate Tax Planning, Retirement, High Net Worth..., Reporting & Analysis, Wealth, Financial Planning, Income Tax, Retirement Planning, Wealth Management, Investments, Asset Management, Estate Planning, Budgeting
Education
University of Georgia - Terry College of Business 2002 — 2003
Masters of Acct, Accounting
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
David Lantz's TrueWealth Management Experience January 2014 - Present
Job Associate at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management January 2014 - Present
Revenue Analytics, Inc. May 2011 - December 2013
Education
University of Georgia - Terry College of Business 2005 — 2009
Finance
TrueWealth Management January 2014 - Present
Revenue Analytics, Inc. May 2011 - December 2013
Education
University of Georgia - Terry College of Business 2005 — 2009
Finance
Mandi Davis's TrueWealth Management Experience May 2011 - Present
Job Wealth Advisor at TrueWealth
Industry Financial Services
Experience
TrueWealth Management May 2011 - Present
Windham Brannon Financial Group 2008 - May 2011
The Home Depot September 2006 - October 2007
The Home Depot June 2005 - September 2006
Education
The University of Georgia 2001 — 2005
Bachelor of Business Administration, Finance
TrueWealth Management May 2011 - Present
Windham Brannon Financial Group 2008 - May 2011
The Home Depot September 2006 - October 2007
The Home Depot June 2005 - September 2006
Education
The University of Georgia 2001 — 2005
Bachelor of Business Administration, Finance
Stacy Lewis's TrueWealth Management Experience October 2007 - Present
Job Wealth Advisor at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management October 2007 - Present
SunTrust Robinson Humphrey June 1996 - September 2007
BellSouth December 1992 - December 1995
Education
Rollins College - Crummer Graduate School of Business 1994 — 1997
MBA
Stetson University 1988 — 1992
BBA, Finance
Trinity Preparatory School 1986 — 1988
TrueWealth Management October 2007 - Present
SunTrust Robinson Humphrey June 1996 - September 2007
BellSouth December 1992 - December 1995
Education
Rollins College - Crummer Graduate School of Business 1994 — 1997
MBA
Stetson University 1988 — 1992
BBA, Finance
Trinity Preparatory School 1986 — 1988
Amy Merrill's TrueWealth Management Experience April 2001 - Present
Job Principal at TrueWealth | 15+ Yrs Wealth Mgmt Exp | Financial Planning | Corporate Executive Planning Expertise
Industry Financial Services
Experience
TrueWealth Management April 2001 - Present
SunTrust Bank August 1994 - April 2001
Education
University of North Carolina at Chapel Hill 1990 — 1994
BS - Business Administration, Business
TrueWealth Management April 2001 - Present
SunTrust Bank August 1994 - April 2001
Education
University of North Carolina at Chapel Hill 1990 — 1994
BS - Business Administration, Business
Rakhee Gor's TrueWealth Management Experience May 2011 - Present
Job Sr. Portfolio Administrator at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management May 2011 - Present
Bell Capital Management October 2004 - May 2010
Skills
Wealth Management, Investments, Investment Management, Customer Service, Retirement Planning, Financial Analysis, Asset Allocation, Mutual Funds, Investment Strategies, Securities, Alternative Investments, Portfolio Management, Fixed Income, Database Administration, Performance Reporting, Billing Systems
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
BBA, Finance
TrueWealth Management May 2011 - Present
Bell Capital Management October 2004 - May 2010
Skills
Wealth Management, Investments, Investment Management, Customer Service, Retirement Planning, Financial Analysis, Asset Allocation, Mutual Funds, Investment Strategies, Securities, Alternative Investments, Portfolio Management, Fixed Income, Database Administration, Performance Reporting, Billing Systems
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
BBA, Finance