Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Operations and Sales Manager
Over the past 20 years I have transitioned from a Registered Financial Advisor to Director of Operations and Branch Manager at LCORE Wealth Management, LLC..
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...
Madison Stephens joined LCORE Wealth Management in September 2022, as the Executive Assistant to Robert L. Omohundro CFP® with 5 years experience in all administrative tasks. Madison went from fashion to finance as prior to...
CEO and Senior Investment Executive, Member, RIA Digital Asset Council
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...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.