Meet Our Atlanta Team

At JOYN, “success” means playing a significant role in helping our clients imagine, create and live extraordinary lives. Money is important, but we never forget that money is just one of the tools to create the life we desire and enhance the lives of others. That’s the challenge that gets us excited to come to work every day.

40

Employees

7.52

Years - Average Tenure

106

Charitable Causes Supported by JOYN Team Members

1

Focused Team

Leadership

David Geller

CEO & Co-Founder

Matthew Geller

President & Co-Founder

Marc Lewyn

CEO of Strategic Liquidity Services

Amy Oguntala

Chief Operating Officer (COO)

Advisory Services

Charlie Gray

VP & Senior Financial Advisor

Craig Belisle

VP & Senior Financial Advisor

John Ellard

Senior Financial Advisor

Cindy Wilson

Senior Financial Advisor

Jason Eagle

Financial Advisor

Tiffany Rosetti

Financial Advisor

Whitney Lee

Financial Advisor

Evan Quinn

Financial Advisor

DL Thomas

Financial Advisor

Bryan Walls

Financial Advisor

Adrienne Criste

Behavioral Wealth Specialist

Cohen Duncan

Behavioral Wealth Specialist

Heidi Geller

Behavioral Wealth Specialist

Client Services

Jennifer DeLoach

Manager, Client Services & Compliance Officer

Christie Mumpower

Senior Client Service Associate

Thomas Withorn

Senior Client Service Associate

Brittan Fussell

Client Service Associate

Ashlyn Greenway

Client Service Administrator

Investment Services

John Steele

Director of Investments

Ada Edwards

Portfolio Administrator

Maria Iglesias

Portfolio Administrator

Operations

Sandra Jaramillo

Business Analyst

Karyn Chaney

Office Administrator

Finance and Administration

Gary Battles

Controller

Calvin Reid

Accountant

Rachel Seiber

HR Specialist

Marketing

Jarrett Oakley

Director of Marketing

Erika Walker

Marketing Specialist

Akima Burns

Executive Assistant

Professional Services

Tamara Baker

Compliance, Licensing & Registration Coordinator

Laura Keenan

Receptionist & New Business Coordinator

Gretchen Cox

Executive Assistant

Neha Sinha

Executive Assistant