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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:

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
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DEAN HARBRY, PCC President | Chief Operating Officer Dean is Brightworth’s Chief Operating Officer and has a long history of work assignments in the financial services arena.
DEAN HARBRY, PCC President | Chief Operating Officer
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SHERRY HODOR, CFP® Partner | Director of Compliance Sherry's extensive experience across the firm, along with her strong attention to detail and desire to help people make her uniquely suited to run the firm's compliance and integration functions.
SHERRY HODOR, CFP® Partner | Director of Compliance
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JUSTIN HUSSON Partner | Director of Information Technology Justin's passion for technology helps drive efficiencies across the entire firm in order to maintain a high level of service for our clients.
JUSTIN HUSSON Partner | Director of Information Technology
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KRISTEN LEWIS Director of Strategic Projects Kristen's experience, communication skills, and detailed follow-through help ensure clients have a positive experience with Brightworth.
KRISTEN LEWIS Director of Strategic Projects
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MIKE QUINLAN, CExP Partner | Practice Area Lead, Business Owners

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.

MIKE QUINLAN, CExP Partner | Practice Area Lead, Business Owners
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JANALEE R. RAINWATER, SHRM-SCP, CLM Director of Human Resources

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.

JANALEE R. RAINWATER, SHRM-SCP, CLM Director of Human Resources
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DONALD SMITH Director of Corporate Operations Donald is an experienced and determined professional with a proven record of building relationships, directing projects with excellence, creating efficient systems, and leading cross-functional teams.
DONALD SMITH Director of Corporate Operations

OUR OTHER DEPARTMENTS

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

INVESTMENT MANAGEMENT

MICHAEL ACKERMAN
Senior Investment Analyst
michael.ackerman@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

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

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 | Director of Compliance
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

 
GET IN TOUCH

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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.