9040 Roswell Road
Come Meet Our Team!
President and Owner
I have been helping businesses and individuals in the Atlanta area work through financial issues and build strategies for a prosperous future for nearly 30 years. As a Certified Financial Planner™ (CFP®), I have advanced training in multiple financial planning specialties and hold myself to the highest ethical standards in the industry. I founded LCORE to put into practice my philosophy of guidance and mentorship in financial planning. I am dedicated to developing lasting relationships with my clients so that I can help them through every financial and life transition they face.
As a teacher and coach, I want my clients to gain the knowledge and confidence they need to actively participate in the management of their finances. I make it my personal mission to know my client on a personal level and educate them about how to manage their money effectively. Ultimately, financial success is the result of making the right financial decisions every day. This belief underpins our philosophy of "Learning to Concentrate on Retirement Every Day."
Through years of experience and training, I have learned to provide clear, easily understood explanations of financial concepts, markets, and products. I work closely with each of my clients to develop a personalized roadmap to an independent financial future. Then, I walk the path along with each client to help make sure that they are staying on track toward their financial and life goals. I look forward to helping you build a stronger future.
I am a graduate of The Georgia Institute of Technology, where I received a B.S. in Business Management. Lifelong education is deeply important to me, and I later earned Certificates of Degree in Finance and Economics as well as I/O Psychology. I also received a two-year degree in Financial Planning from Oglethorpe University and have been a CFP® since 2003. To better help my clients with their complex financial issues, I became an American College Board Certified Chartered Life Underwriter and am a Certified Divorce Financial Analyst and Long-Term Care Specialist.
My wife April and I have two children; one who attends SCAD (Savannah College of Art and Design) and the other who is currently in middle school.
After graduating Magna Cum Laude from Georgia Southern with a degree in Finance in 2016, and a 3 year Internship in the financial markets with LCORE Wealth Management, LLC. I accepted a position based on developing and servicing clients under the goal of achieving the Designation of CFP (Certified Financial Planner) in the near future. Currently I am a fully Registered Representative after passing the Series 7 & 66, as well as Life, Health and Variable Insurance licensing tests. I am focused on the development and servicing of my clients wealth as they progress into and throughout retirement. A few personal points include being born and raised in Marietta, GA,graduating from Harrison High School with 3.8 GPA in 2012. I then graduated in 2016 from Georgia Southern University, Magna Cum Laude in Finance, and in doing so making the Dean’s List every semester, as well as, making the President’s list 3 times. I just recently became married to the love of my life, and looking forward to starting a family.
Operations and Sales Manager
Over the past 23 years I have transitioned from a Registered Financial Advisor to Director of Operations and Branch Manager at LCORE Wealth Management, LLC.. I am dedicated to provide our clients with the highest level of Operational Management and Client Service here at LCORE. I am a graduate from Georgia Southern University with a degree in Finance. On a personal note I have two beautiful little girls and a strong love of Tennis.
Jeremiah is an experienced financial advisor who takes the time to ask hard, smart questions and to listen carefully in order to understand where your wealth stands today and where you'd like it to be tomorrow. He works with you to design, implement and periodically monitor a customized wealth management strategy while managing risks according to your personal financial goals. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
In his free time he enjoys watching soccer, MotoGP, Formula 1 and has recently developed interest in Golf.
He holds a BS in Finance from Nova Southeastern University, and currently has the Series 7 and Series 66 registrations.
Tiffany Mason joined LCORE Wealth Management, April 2019, as Executive Assistant to Robert L. Omohundro CFP® with over 20 years experience with all administrative tasks. Prior to joining LCORE, Tiffany worked as the Executive Assistant for a High Net worth family investment business for 9 years. As a native of Chicago, she recently moved to Atlanta, Georgia where she is settled in and embracing her new residence.