ABOUT US
Our team of Brightworth advisors has decades of expertise in the services we offer. We are proud to have fostered a warm, welcoming, professional environment where our clients know their finances are in capable hands.
- The Brightworth Story
- Our Values
- Our Opportunities
Every story has a beginning. Brightworth’s began in 1997 when two CPAs struck out on their own to better serve their clients, forming a fiduciary wealth management firm in Atlanta. The mission was clear: provide objective advice to empower their clients to reach their financial goals in harmony with their life goals, with no conflicts of interest. This planted the seeds of what would become Brightworth.
Through a commitment to clients and to the Brightworth team, our firm grew steadily, adding depth and breadth with professionals across financial and operational disciplines. As we expanded, the decision was made that three guiding principles would not change as our company and industry evolved.
The first principle was to remain fee-only and refusing to let compensation influence the guidance we provide to our clients. The second was to organize with a clear succession plan so that clients would have confidence in receiving the same level of high-touch service for generations. Finally, our core values would remain servant leadership, intentional engagement, and trust.
Now in our third decade, we have become an integral part of the CI Private Wealth network, while still guided by our three core principles. We have a team of over 80 professionals, many of whom have been with Brightworth for 10, 20, even 25 years. As we continue to increase and develop specific services tailored to our clients’ needs, we will remain dedicated to one goal: Empowering our clients to focus on what matters most.
We are empowering you to focus on what matters most.
How do we do this? Through servant leadership, intentional engagement, and building trust.
Servant Leadership
- Individually, we are focused on the well-being of others first
- Our servant mindset is felt by our clients and each other
- We believe and endeavor to personify the Team Covenant: respect, accountability and commitment, grace, communication, safe environment, and joy
- We are caring and seek to understand others first
Intentional Engagement
- We are present and engaged in each others’ and our clients’ lives
- We feel a sense of priority and proactive involvement on client matters
- We collaborate on matters and initiatives to produce the best for our clients and each other
Building Trust
- Trust is the result and full measure of our expertise, service, and relationship with each other and our clients
- Trust is strengthened by accountability
- Trust requires personal character, integrity, and authenticity
With offices in Atlanta, Georgia, and Charlotte, North Carolina, Brightworth offers highly motivated individuals a challenging and dynamic work environment and an opportunity for professional development and career advancement. We have established career paths at many levels of our organization to provide growth opportunities for Brightworth associates.
With decades of experience and some of the most advanced financial and investment certifications in the industry, the Brightworth team is uniquely positioned to serve high-net-worth clients. Our team of professionals is key to our success.
It is our mission to grow and develop highly motivated and competent professionals by providing an opportunity for personal growth and accomplishment, financial participation in firm success, and an environment that fosters team camaraderie and improvement.
Contact:
404.760.9000
careers@brightworth.com
We have no current openings at this time.
MEET OUR TEAM
Our advisors specialize in working with clients who are corporate professionals and executives, business owners, dentists, and those nearing retirement or already retired. Choose a team member to learn more about them.
- Advisors
- Planners
- Client Service
- Leadership
Annika's experience and passion for working with attorneys and business owners make her uniquely positioned to help her clients reach their financial and lifetime goals.
Read full bioRyan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives.
Read full bioJosh is a big-picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.
Read full bioAmanda's entire career has been spent in the field of financial planning, focusing on holistic wealth management for high net worth families.
Read full bioMatthew's passion for helping others and his interest in all things personal finance led him to the profession of financial planning.
Kate is a Wealth Planner with Brightworth. She graduated with a degree in Financial Planning from the University of Georgia. Kate previously interned with California Bank & Trust and is currently pursuing her CERTIFIED FINANCIAL PLANNERTM certification.
Read full bioAs a wealth planner, Rob works with Brightworth’s partners and wealth advisors alike creating financial plans for various clients to help them grow their wealth and achieve their financial goals.
Read full bioErin Henry graduated from Appalachian State University with a degree in Finance. She worked in a couple of different financial fields before landing at CI Brightworth.
Jennifer joined Brightworth in 2019 as a Relationship Manager. An Alumni of Stetson University, Jennifer has over 15 years of customer service experience with 4 years in the financial services industry.
Jacobi is originally from Wisconsin and graduated from the University of Wisconsin-Eau Claire in 2012 with a degree in Sociology. She joined the CI Brightworth team in 2018.
Using his unique I.M.G.O.O.D. Checklist™, Mike leverages more than 35 years of military aviation and business experience to help business owners navigate their options and opportunities to exit their business, increase transaction value and maximize the probability of a successful transaction.
Bringing 25 years of experience to her role, Janalee is passionate about promoting a culture of integrity and respect, recognizing that HR’s role is to support an organization’s greatest asset—its people.
OUR OTHER DEPARTMENTS
Choose a department to view the contact information for those team members.
MICHAEL ACKERMAN
Senior Investment Analyst
michael.ackerman@brightworth.com
NICK FAZIO
Investment Analyst
nick.fazio@brightworth.com
AMIE HOOD
Investment Operations Specialist
amie.hood@brightworth.com
ELIZABETH JACKSON
Manager of Investment Operations
elizabeth.jackson@brightworth.com
CHRIS SULLIVAN
Investment Operations Specialist
chris.sullivan@brightworth.com
MAKAILA R. WALLACE
Sr. Investment Operations Specialist
mwallace@mcgilladvisors.com
KATIE O. WILLIAMS
Investment Operations Specialist
kwilliams@mcgilladvisors.com
MANDY BAIRD
Front Desk Assistant
mandy.baird@brightworth.com
GEOFF BERNARD
Senior Systems Analyst
geoff.bernard@brightworth.com
ESTHER BRYAN
Practice Area Administrator
esther.bryan@brightworth.com
MATT DAVIS
Senior Accountant/Analyst
matthew.davis@brightworth.com
LIZZIE GREMALSCHI
Sales Enablement Coordinator
lizzie.gremalschi@brightworth.com
DEAN HARBRY, PCC
President | Chief Operating Officer
SHERRY HODOR, CFP®
Partner | Chief Compliance and Integration Officer
sherry.hodor@brightworth.com
MARIE HURT
Manager of Office Administration
marie.hurt@brightworth.com
JUSTIN HUSSON
Partner | Director of Information Technology
justin.husson@brightworth.com
PHYLLIS KIERNAN
Senior Accountant
phyllis.kiernan@brightworth.com
KIM KREINER
Senior Executive Assistant
kim.kreiner@brightworth.com
KRISTEN LEWIS
Director of Strategic Projects
kris.lewis@brightworth.com
BRIAN PRESTON
Controller
brian.preston@brightworth.com
JANALEE R. RAINWATER, SHRM-SCP, CLM
Director of Human Resources
janalee.rainwater@brightworth.com
DONALD SMITH
Director of Corporate Operations
donald.smith@brightworth.com
CarrieAnn Taylor
Front Desk Assistant
carrieann.taylor@brightworth.com
ERIN WHITE
Senior HR Generalist
erin.white@brightworth.com
WANT TO TALK TO AN ADVISOR?
Schedule 30 minutes now for a complimentary conversation with one of our advisors.
