
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
- Leadership
"The most rewarding part of my job is helping our clients retire well, with confidence and security about their future." Lisa's straightforward, results-oriented approach appeals to the busy professional.
Read full bioAnnika'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.
OUR OTHER DEPARTMENTS
Choose a department to view the contact information for those team members.
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
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
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
Front Desk Assistant
carrieann.taylor@brightworth.com
ERIN WHITE
Senior HR Generalist

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