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Our Team

Our Firm
Over 60 years of
combined experience

Financial planning is about more than numbers—it’s about understanding what truly matters to each client and aligning their finances with their life. Our approach as your financial counselors is placing trust, connection, and personal values at the center of every relationship.

Our Mission

Our mission is to empower clients with the knowledge and tools to make informed financial decisions. We build lasting relationships based on trust, integrity, and exceptional service. Our goal is to guide you through the complexities of the financial world, ensuring your wealth is preserved and positioned for growth.

Meet The Flock
Our people are our greatest asset,
and we invest heavily in them

Jeremy Presley

Jeremy Presley

Enrolled Agent (EA) Managing Partner

(678) 503-5911

Wesley Heinrichs

Wesley Heinrichs CFP®, MCEP®, CPRS™

Managing Partner

(678) 503-5912

Nahum Daniels

Nahum Daniels CFP®, RICP™

Strategic Partner

Meet Your Team
Our Support Team

Raquel Krispeal

Raquel Krispeal

Senior Compliance Officer

646-347-7284

Madison Stephens

Madison Stephens

Executive Assistant

(678) 503-5920

Macy Vaughan

Macy Vaughan

Operations Associate

Community involvement
Keeping up with axio

Community is at the heart of our work. We believe financial planning is most meaningful when it strengthens the people and places around us. Our team is actively involved in local events, charitable initiatives, and volunteer efforts that support families, small businesses, and organizations making a difference. Giving back isn’t an extra step—it’s part of who we are.

give us a hoot
Let's Build A plan For Your Goals

Every great plan starts with action. If you're ready to get started, fill out our form and we'll reach out to you for a discovery call. We look forward to serving you.

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