Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may be things you’re […]
Here’s a quick look at the most important ages in financial planning, whether your retirement is still years away or just around the corner. Celebrate each birthday with the knowledge that we are with you each step of the way. At 21 – An account registered as a Uniform Transfers to Minors Act (UTMA) is […]
Asset Advisors Investment Management is pleased to announce the addition of two new members to our team: Kristen Weston as Client Service Associate and Nichole Kuehl as Operations Associate. With a Bachelor of Arts degree from Brenau Women’s College, Kristen has worked in education and pharmaceutical sales, and most recently at Resource Management of Augusta […]
Nichole is a proud Augusta native, who earned a Bachelor of Arts, Magna Cum Laude, from the University of Georgia and secondary teaching certification from Augusta University. She brings over twenty years of experience from education, business administration, and communications to her role in Operations and Compliance at Asset Advisors . Nichole and her husband […]
Kristen has called Augusta home for over 20 years. Prior to that she lived in Atlanta, Georgia, Tennessee, California, and Michigan. She earned her Bachelor of Arts degree from Brenau Women’s College. She has worked in education and pharmaceutical sales and, most recently, at Resource Management of Augusta before joining Asset Advisors. Kristen is active […]
Jeannie received a Bachelor of Business Administration from Brenau University. She graduated Cum Laude in 2012. Originally from Brooklyn, New York, she began her financial career in client services in New York City before moving South. In her spare time, Jeannie enjoys entertaining, cooking and exercising. She loves anything Italian, and her favorite meal to […]
Rusty grew up in Vienna, Georgia, and received a B.B.A. in Finance and a B.B.A. in Economics from The University of Georgia. Before joining Asset Advisors, Rusty was a Corporate Banking Analyst with BB&T in Dallas, Texas, and an Investment Analyst with Sterling Capital Management in Raleigh, NC. In 2017, Rusty earned the right to […]
Will is grateful to call Augusta home. Will graduated from Lakeside High School and achieved a Bachelor of Business Administration in Accounting and a Master of Accountancy from the University of Georgia. Before joining Asset Advisors, Will developed a focus in financial planning and wealth management through years of experience serving as a financial advisor […]
As a Wealth Advisor, Hamp seeks to help clients make smart choices with their money by providing wealth management and financial planning to high net worth individuals and their families. He began his career first serving clients at Merrill Lynch in 2012 before joining Asset Advisors in 2019. A native of Augusta, Hamp is a […]
Ben grew up in Vienna, Georgia before attending Presbyterian College. After graduating with a Bachelor of Science in Economics and Political Science, he attended the University of Strathclyde in Glasgow, Scotland where he received a Postgraduate Diploma in Financial Economics. Before joining Asset Advisors in 2020, Ben worked in the Public Accounting industry for seven […]