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.

41

Employees

7.53

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

Gary Whitehurst

Executive Vice President

Amy Oguntala

Executive VP, Client Experience & Operations

Advisory Services

Charlie Gray

VP & Senior Financial Advisor

Craig Belisle

VP & Senior Financial Advisor

John Ellard

Senior Financial Advisor

Sergio De La Torre

Senior Financial Advisor

Cindy Wilson

Senior Financial Advisor

Jason Eagle

Financial Advisor

Tiffany Geyer Rosetti

Financial Advisor

Whitney Lee

Financial Advisor

Evan Quinn

Financial Advisor

DL Thomas

Financial Advisor

Bryan Walls

Financial Advisor

Client Services

Jennifer DeLoach

Manager, Client Services

Caroline Gaston

Sr. Client Service Associate

Christie Mumpower

Sr. Client Service Associate

Thomas Withorn

Client Service Associate

Brittan Fussell

Client Service Administrator

Maria Iglesias

Client Service Administrator

Investment Services

John Steele

Director of Investments

Ada Edwards

Portfolio Administrator

Andrew Williams

Portfolio Administrator

Operations

Sandra Jaramillo

Business Analyst

Audrey Lewis

Technology Support Specialist

Hannah Valerio

Project Coordinator

Finance and Administration

Gary Battles

Controller

Calvin Reid

Accountant

Bob Sheehan

Part-time Accounting Analyst

Rachel Geller Seiber

HR Specialist

Heidi Geller

HR Special Projects Associate & Behavioral Wealth Management Trainer

Marketing

Jarrett Oakley

Director of Marketing

Erika Walker

Marketing Specialist

Kim Burns

Executive Assistant

Professional Services

Tamara Baker

Compliance, Licensing & Registration Coordinator

Karyn Chaney

Office Administrator

Laura Keenan

Receptionist & New Business Coordinator

Gretchen Cox

Executive Assistant