Close
SEARCH
CONTACT
PHONE: 404-760-9000 E-MAIL: info@brightworth.com
Email Us
PHONE: 404-760-9000 E-MAIL: info@brightworth.com
Email Us

MEET OUR TEAM

Our advisors specialize in working with clients who are corporate professionals and executives, business owners, dental professionals, and those nearing retirement or already retired. Choose a team member to learn more about them.
  • Advisors
  • Planners
  • Client Service
TOUCH
Ray V. Padrón, CPA, CFP®, CIMA® Chief Executive Officer | Wealth Advisor Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives and retirees face.
Read full bio
Ray V. Padrón, CPA, CFP®, CIMA® Chief Executive Officer | Wealth Advisor
TOUCH
Christopher "Bud" Boland, CFP® Wealth Advisor Bud has devoted his career to working with high net worth and high-income earning individuals and families. Bud works closely with clients to understand their needs and develop customized financial plans to help them reach their short and long-term goals.
Read full bio
Christopher "Bud" Boland, CFP® Wealth Advisor
TOUCH
Lisa Brown, CFP®, CIMA® Partner in Charge, Corporate Professionals and Executives | Wealth Advisor Lisa has focused her entire career in wealth management for high-net-worth families. Her straightforward, results-oriented approach appeals to the busy professional.
Read full bio
Lisa Brown, CFP®, CIMA® Partner in Charge, Corporate Professionals and Executives | Wealth Advisor
TOUCH
Nathan Corbitt, CPA, CFA, CFP®, CEXP™️ Partner | Wealth Advisor Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allows him to provide individuals with a basic understanding of the most complex aspects of their financial lives.
Read full bio
Nathan Corbitt, CPA, CFA, CFP®, CEXP™️ Partner | Wealth Advisor
TOUCH
Brett M. Covert, J.D., CFP® Wealth Advisor Brett is a Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors, he worked as a wealth advisor and wealth planner catering to high net worth and ultra-high net worth clients in the Washington, DC, and Raleigh, NC markets.
Read full bio
Brett M. Covert, J.D., CFP® Wealth Advisor
TOUCH
Jason Cross, JD, CFP®, CTFA Wealth Advisor Jason’s background serving high-net-worth families in addition to his education and experience in advanced wealth transfer techniques, helps him serve client’s unique needs.
Read full bio
Jason Cross, JD, CFP®, CTFA Wealth Advisor
TOUCH
Annika Cushnie, CFP®, CIMA®, CEXP™ Partner | Wealth Advisor | Exit Planner

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 bio
Annika Cushnie, CFP®, CIMA®, CEXP™ Partner | Wealth Advisor | Exit Planner
TOUCH
Tenley E. Desjardins, CPA, CFP®, PFS Associate Wealth Advisor Tenley is an Associate Wealth Advisor with McGill Advisors. Prior to joining McGill Advisors, she worked for a Big 4 accounting firm in the Private Client Services tax department.
Read full bio
Tenley E. Desjardins, CPA, CFP®, PFS Associate Wealth Advisor
TOUCH
Mike Dewitt, CFA, CeXP Partner | Wealth Advisor Mike has dedicated his career to serving high net worth families, business owners, and nonprofit organizations through developing and implementing comprehensive wealth strategies, including investment management.
Read full bio
Mike Dewitt, CFA, CeXP Partner | Wealth Advisor
TOUCH
Thomas W. Farmer, CFP®, C(K)P® Partner | Wealth Advisor Thomas is a Wealth Advisor at McGill Advisors. Thomas graduated from The University of the South in Sewanee, TN with a bachelor’s degree in English and a concentration in Economics.
Read full bio
Thomas W. Farmer, CFP®, C(K)P® Partner | Wealth Advisor
TOUCH
Herman Freitag III, CFP® Associate Wealth Advisor Herman is a Wealth Advisor with McGill Advisors. He graduated with a degree in Marketing and a Master's in Business Administration from the University of New Orleans.
Read full bio
Herman Freitag III, CFP® Associate Wealth Advisor
TOUCH
Ryan Halpern, CPA, CFP®, PFS Partner | Wealth Advisor

Ryan’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 bio
Ryan Halpern, CPA, CFP®, PFS Partner | Wealth Advisor
TOUCH
Eric A. Harbert, CPA, CFP® Partner | Wealth Advisor Eric is a Partner and Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors, Eric worked for a local tax and wealth management firm for 10 years.
Read full bio
Eric A. Harbert, CPA, CFP® Partner | Wealth Advisor
TOUCH
Charlie Jordan, CPA, CFP®, CEFT® Partner in Charge, Retiring Well | Lead Advisor Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.
Read full bio
Charlie Jordan, CPA, CFP®, CEFT® Partner in Charge, Retiring Well | Lead Advisor
TOUCH
Brett S. Miller, CPA, CFP® Partner in Charge, Dental Industry | Wealth Advisor Brett is Partner in Charge and Wealth Advisor at McGill Advisors. Brett graduated from The Citadel with a degree in Business Administration (Accounting Concentration).
Read full bio
Brett S. Miller, CPA, CFP® Partner in Charge, Dental Industry | Wealth Advisor
TOUCH
Josh Monroe, CFP®, CIMA® Associate Wealth Advisor

Josh is a big-picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.
Read full bio
Josh Monroe, CFP®, CIMA® Associate Wealth Advisor
TOUCH
Chase Mouchet, CFP®, CIMA® Wealth Advisor Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.
Read full bio
Chase Mouchet, CFP®, CIMA® Wealth Advisor
TOUCH
K. Warren Poe Jr., CFP® Partner | Wealth Advisor Warren is a Partner and Wealth Advisor at McGill Advisors. Warren graduated from Wake Forest University with a degree in Communications, a minor in International Studies, and completed an intensive program of business disciplines.
Read full bio
K. Warren Poe Jr., CFP® Partner | Wealth Advisor
TOUCH
Dave Polstra, CPA, CFP®, CIMA® Partner | Co-Founder | Wealth Advisor Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.
Read full bio
Dave Polstra, CPA, CFP®, CIMA® Partner | Co-Founder | Wealth Advisor
TOUCH
Tom Presley, CPA, CFP®, PFS President of Wealth Management | Wealth Advisor Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.
Read full bio
Tom Presley, CPA, CFP®, PFS President of Wealth Management | Wealth Advisor
TOUCH
Patricia D. Sklar, CPA, CFA, CFP® Wealth Advisor Patricia has a passion for working with clients as their personal CFO, helping them reach their goals and feel confident about their financial situation.
Read full bio
Patricia D. Sklar, CPA, CFA, CFP® Wealth Advisor
TOUCH
Robert V. Sytz JR., CPA, CFP® Co-Founder McGill Advisors | Wealth Advisor Bob is co-founder and wealth advisor at McGill Advisors. As the founder of McGill Advisors, Bob has more than 30 years of professional experience in financial and investment planning.
Read full bio
Robert V. Sytz JR., CPA, CFP® Co-Founder McGill Advisors | Wealth Advisor
TOUCH
Wesley Wood, CFP®, CIMA® Associate Wealth Advisor

Wesley joined Brightworth as a Financial Planner in 2017. He started his career at a fee-only wealth management firm where he developed plans to help high-net-worth clients use their wealth more purposefully.
Read full bio
Wesley Wood, CFP®, CIMA® Associate Wealth Advisor
TOUCH
Amanda Valenti, CFP® Director of Financial Planning Amanda's entire career has been spent in the field of financial planning, focusing on holistic wealth management for high net worth families.
Read full bio
Amanda Valenti, CFP® Director of Financial Planning
TOUCH
Matthew Broom Wealth Planner

Matthew's passion for helping others and his interest in all things personal finance led him to the profession of financial planning.
Read full bio
Matthew Broom Wealth Planner
TOUCH
Callie Huggins Wealth Planner Caroline W. Huggins (“Callie”) is a Wealth Planner with McGill Advisors. Prior to joining the firm, she received a Masters in Financial Planning in 2020 from the University of Georgia (UGA).
Read full bio
Callie Huggins Wealth Planner
TOUCH
Taj Jones Wealth Planner Taj joined Brightworth in 2021 as a Wealth Planner. Prior to joining the firm, he worked as a financial services representative at E*Trade Financial and also worked in client operations with another RIA in Atlanta.
Read full bio
Taj Jones Wealth Planner
TOUCH
Andrew Kobylski Wealth Planner Andrew is a wealth planner with McGill Advisors. He graduated Summa Cum Laude from Virginia Tech with a degree in Finance under the CFP® Certification Education Option and was a member of the university's Financial Planning Association Student Chapter.
Read full bio
Andrew Kobylski Wealth Planner
TOUCH
Kate Lidl Wealth Planner

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 bio
Kate Lidl Wealth Planner
TOUCH
Nathaniel Maiwald Wealth Planner

Nathaniel is passionate about helping individuals and families preserve and grow their wealth to achieve their financial goals.
Read full bio
Nathaniel Maiwald Wealth Planner
TOUCH
Jalen P. Randolph, MBA Wealth Planner Jalen works closely with the firm’s partners and wealth advisors to develop financial plans for business owners, professionals, and corporate executives.
Read full bio
Jalen P. Randolph, MBA Wealth Planner
TOUCH
Jason Rogers Wealth Planner Jason is a Wealth Planner with McGill Advisors. He graduated from Gardner-Webb University with a degree in Business Administration, and is currently pursuing his Masters in Wealth and Trust Management.
Read full bio
Jason Rogers Wealth Planner
TOUCH
Lucita Broussard Relationship Manager Lucita joined Brightworth in 2018 as a Client Service Specialist. She brings with her 20-plus years of client service experience from the hospitality and financial services industries.
Read full bio
Lucita Broussard Relationship Manager
TOUCH
Jenna L. Bryan Senior Relationship Manager Since Jenna joined McGill Advisors, she has focused on understanding the needs of her clients and is committed to helping each of them realize their retirement goals.
Read full bio
Jenna L. Bryan Senior Relationship Manager
TOUCH
Caitlin Cucitrone Senior Relationship Manager Originally from Pennsylvania, Caitlin graduated magna cum laude from West Virginia University with a degree in Marketing. Upon graduation she moved to Charlotte and became a part of the McGill Advisors team.
Read full bio
Caitlin Cucitrone Senior Relationship Manager
TOUCH
Colleen Day Client Service Specialist Originally from the Quad Cities (Davenport, Iowa) area, Colleen moved to the Charlotte area back in 2017. She received a Bachelor’s degree in Business Administration/Sports & Recreation Management from Ashford University.
Read full bio
Colleen Day Client Service Specialist
TOUCH
Erin B. Henry Senior Relationship Manager

Erin Henry graduated from Appalachian State University with a degree in Finance. She worked in a couple of different financial fields before landing at McGill Advisors.

 
Read full bio
Erin B. Henry Senior Relationship Manager
TOUCH
Susan G. Jones Practice Area Administrator Susan has been with McGill Advisors since its inception. She started as the only support person and was a Senior Relationship Manager and Supervisor of Division Services for 22 years.
Read full bio
Susan G. Jones Practice Area Administrator
TOUCH
Jennifer Mackey Relationship Manager

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.

 
Read full bio
Jennifer Mackey Relationship Manager
TOUCH
Alison Nichols Relationship Manager Alison joined Brightworth in 2019 as a Client Service Specialist. She brings more than 10 years of client service experience with 4 years in the financial services industry.
Read full bio
Alison Nichols Relationship Manager
TOUCH
Megan O'Hara Senior Relationship Manager Megan is a Senior Relationship Manager who joined our team in 2014, after graduating cum laude from the University of North Carolina at Charlotte with a Bachelor of Science in Business Administration degree.
Read full bio
Megan O'Hara Senior Relationship Manager
TOUCH
Jacobi Poesch Relationship Manager

Jacobi is originally from Wisconsin and graduated from the University of Wisconsin-Eau Claire in 2012 with a degree in Sociology. She joined the McGill Advisors team in 2018.

 
Read full bio
Jacobi Poesch Relationship Manager
TOUCH
Michelle Ramos Senior Relationship Manager Michelle joined Brightworth in 2014 as a Client Service Administrator. She brings more than 10 years of experience in the financial industry in growing and maintaining client relationships.
Read full bio
Michelle Ramos Senior Relationship Manager
TOUCH
Misty Richardson Relationship Manager Misty joined the McGill Advisors team in 2020, bringing more than 14 years of financial service experience. Misty prides herself in building relationships with her clients and providing the attention each client deserves.
Read full bio
Misty Richardson Relationship Manager
TOUCH
Jennifer Staines Client Service Specialist Originally from Georgia, Jennifer graduated from Georgia Southern University with a degree in Business Administration. She was previously employed with McGill Advisors from 2005-2010 but left to take care of her mom back in Georgia.
Read full bio
Jennifer Staines Client Service Specialist
TOUCH
Kelsey Traylor Relationship Manager Kelsey joined the McGill Advisors team bringing 15 years of financial service experience. She is passionate about creating and developing long-lasting relationships with clients.
Read full bio
Kelsey Traylor Relationship Manager
TOUCH
Teresa Turner-Hall Senior Relationship Manager Teresa moved to Charlotte from Adelaide, South Australia a few years ago and loves it here. Her attention to detail and passion for a challenge makes her a valuable member of the McGill Advisors team.
Read full bio
Teresa Turner-Hall Senior Relationship Manager
TOUCH
Pam Wyly Senior Relationship Manager Pam joined Brightworth as a Client Service Administrator in 2016 and has over 15 years of experience in client services.  Pam’s responsibilities include transitioning clients to Brightworth and servicing their accounts.
Read full bio
Pam Wyly Senior Relationship Manager
TOUCH
Heather L. Zanotti Senior Client Service Specialist Heather is originally from New Jersey and relocated to North Carolina to be closer to her family. Since working in the investment industry, she has developed an ardent desire for helping others.
Read full bio
Heather L. Zanotti Senior Client Service Specialist

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

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

KRISTEN WHITE
Marketing Coordinator
kristen.white@brightworth.com

 
"A financial plan is worthless without implementation. I work to make sure that nothing falls through the cracks so that you can be confident about your financial future."
annika cushnie
Annika Cushnie Wealth Advisor, Brightworth
GET IN TOUCH

WANT TO TALK TO AN ADVISOR?

Schedule 30 minutes now for a complimentary conversation with one of our advisors. 
bg-home1

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.