Come Meet Our Team!
CEO and Senior Investment Executive, Member, RIA Digital Asset Council
I have been helping Individuals, Families, and Businesses in the Atlanta area work through financial issues and build strategies for prosperous futures for 30 years. As a Certified Financial Planner™ (CFP®), I have advanced training in multiple financial specialties and hold myself to the highest ethical standards in the industry. I founded LCORE Wealth management 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 “Financial 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 clients 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 the 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 them 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 I have been a Certified Financial Planner since 2003. To better help my clients with complex insurance, and Life issues, I became an American College Board Certified Charter Life Underwriter (CLU®), a Certified Divorce Financial Analyst (CDFA®) and a Certified Long Term Care (CLTC) Specialist. As well as having been honored by of receiving multiple year awards as a Million Dollar Roundtable Award Winner and Multiple Year Award Winner as a Five Star Wealth Manager of the Year Recipient.
My Wife April and I are nearing our 30th year of marriage and celebrate our two beautiful children who are out of school and creating their very own life goals. We trust in God, Family, Morals, Ethics, and Personal Responsibility to lead us forward to help others every day.
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.
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.
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 joining LCORE, Madison worked as an assistant for the apparel market in downtown Atlanta. She graduated Magna Cum Laude from The University of Alabama with a Bachelor of Science in Human Environmental Sciences with a double minor in Business and Journalism.