Juan Diego Ramirez

Brian joined our team in February 2023. He serves our Financial Planning Analyst. He is dedicated to servicing the firm’s clients through comprehensive financial planning, providing ongoing education, and other ancillary services.

Prior to join our team Brian worked in operations at Invesco Ltd, an investment firm. Brian was responsible for production efforts of the firm’s composites, REIT, SMA, and Fixed Income strategy, and educating colleagues across multiple countries.

Brian graduated from Kennesaw State University where he earned a B.A. in Finance. He has also received a certification in data analytics through General Assembly, with experience in SQL, Tableau, and other forms of data analytics.

In his spare time, Brian enjoys working out, movies, golf, cooking, and travel.

Brian may work with you to:

  • Review and modify your financial plan

  • Discuss your portfolio accounts

  • Review your insurance needs

I am passionate about helping people become the best version of themselves. Whether helping individuals navigate a career change or helping our clients with their financial plans, our team is energized by helping you get where you want go.

Carolina joined our team in March 2022. She serves as an Associate Financial Representative. She is dedicated to servicing the firm’s clients through comprehensive financial planning, providing ongoing, insightful education, and other ancillary services.

Prior to joining our team, Carolina held the role of Executive Sales at Coca-Cola Company. In this role, Carolina was responsible for over 10 years of the oversight and direction of client relationships.

Carolina attended Barcelona University where she earned her MBA. She has also taken her undergrad at KSU of Business and Finances.

In her spare time, Carolina enjoys exploring new foods, serving at multiple non-profit organizations, and business associations, and traveling to unique destinations with her husband, Mauricio and son Lucas.

Carolina may work with you to:

  • Review and modify your financial plan

  • Discuss your core accounts

  • Provide commentary on future strategies

  • Review your insurance needs

Janine joined the team in August 2019. As the Director of Strategy, she manages the office strategy engagements, team workflow, scheduling for our teams development activities, and is a key player within the team for the day to day operations.

She had the honor of working with the world’s most recognized, customer-focused airline Delta. With over 17 years in the customer service industry, her mission is to create an exceptional team experience.

In her spare time, she enjoys traveling, trying new adventures, and spending time with her husband and their children, Juan David, Isabella and Francesse.

Janine may work with you to:

  • Selection of talent

  • Team development

  • Provide client service support

Dianne started her career with Northwestern Mutual in 2016. As the CMO for our network office, she is responsible for utilizing strategic marketing and media strategies to help our firm reach our growth goals. She oversees client events, sponsorships, media opportunities and the community involvement.

She is an innovative marketing communications executive with years of expansive, proven experience in all aspects of corporate marketing including branding, customer relations, creative team leadership, advertising and media relations.

She is involved in several other local non-profit organization in Georgia. In her spare time, Dianne loves to travel, attend sporting events and spend quality time with friends and family.

Dianne may work with you to:

  • Share team news and communications.

  • Develop public relations opportunities.

  • Coordinate community involvement and sponsorships.

  • Gather feedback on behalf of the team