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 leadershipintentional 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:


Current openings:
 

INVESTMENT OPERATIONS SPECIALIST - ATLANTA
The ideal candidate for this role is a newer graduate in finance that knows basic concepts and terminology and has a desire to learn and grow in the industry. 
Requirements


WEALTH PLANNER INTERNSHIP - CHARLOTTE
Brightworth is seeking motivated, hard-working college students majoring in the financial field to join us for a 10-week internship where you will be exposed to real-life opportunities to put your education to work.
Requirements

Learn about our internships here.

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

OUR OTHER DEPARTMENTS

Choose a department to view the contact information for those team members.

INVESTMENT MANAGEMENT

JOHN DARBY, CFA
Senior Investment Analyst
john.darby@brightworth.com

JEFFREY HARRELL, CFA
Director of Portfolio Management
jharrell@mcgilladvisors.com

AMIE HOOD
Investment Operations Specialist
amie.hood@brightworth.com

ELIZABETH JACKSON
Manager of Investment Operations
elizabeth.jackson@brightworth.com

RYAN LEWIS
Investment Operations Specialist
ryan.lewis@brightworth.com

ROB MOORE
Investment Operations Specialist
rob.moore@brightworth.com

JENNIFER TURNER
Director of Client and Investment Operations
jennifer.turner@brightworth.com

MAKAILA R. WALLACE
Sr. Investment Operations Specialist
mwallace@mcgilladvisors.com

KATIE O. WILLIAMS
Investment Operations Specialist
kwilliams@mcgilladvisors.com

DON WILSON, CFA, CFP®
Partner | Chief Investment Officer
don.wilson@brightworth.com

 
OPERATIONS & ADMINISTRATION

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

LAURA FRASER
Executive Assistant
laura.fraser@brightworth.com

LIZZIE GREMALSCHI
Sales Enablement Coordinator
lizzie.gremalschi@brightworth.com

GREG HANFT
Compliance Specialist
greg.hanft@brightworth.com

DEAN HARBRY, PCC
President | Chief Operating Officer
dean.harbry@brightworth.com

ROBIN HENSHAW
Front Desk Assistant
robin.henshaw@brightworth.com

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

ALYCIA LENOIR
Marketing Assistant
alycia.lenoir@brightworth.com

KRISTEN LEWIS
Director of Special Projects
kris.lewis@brightworth.com

JANALEE R. RAINWATER, SHRM-SCP, CLM
Director of Human Resources
janalee.rainwater@brightworth

DONALD SMITH
Director of Corporate Operations
donald.smith@brightworth.com

TRACY STROUD
HR Generalist
tracy.stroud@brightworth.com

TARYNE THORPE
Demand Generation Manager
taryne.thorpe@brightworth.com

RICK WEISSINGER
Partner | Chief Marketing Officer
rick.weissinger@brightworth.com

ERIN WHITE
Senior HR Generalist
erin.white@brightwoth.com

KRISTEN WHITE
Marketing Coordinator
kristen.white@brightworth.com

 
GET IN TOUCH

WANT TO TALK TO AN ADVISOR?

Schedule 30 minutes now for a complimentary conversation with one of our advisors. 

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EMPOWERING YOU TO FOCUS ON WHAT MATTERS MOST

By working with Brightworth we can help you to reach your goals with a solid financial plan, created by our talented and experienced advisors.