Who is managing your family’s wealth? Meet our credentialed advisory team

With more than 30 years in the industry, David has extensive experience directing clients toward their financial goals. He values the client relationship and takes time to fully understand each family’s unique situation. His active community involvement demonstrates his commitment and care for the people around him.

Sandee specializes in empowering clients to visualize and achieve their comprehensive long-term financial goals. Sometimes small changes make a big difference in the long-term outlook of a financial plan. She and her husband have taught financial literacy classes at their church and support several international missions.

• Credentials:Certified Financial Planner™ (CFP®)
• Specialization: Financial planning & long-term outlook modeling

A financial planner with more than 20 years in the industry, Carolyn values the relationships she develops with clients. She spends many hours preparing detailed plans to meet the specific needs of each family she works with. She grew up in Forsyth County and enjoys spending time outdoors, reading, and visiting with friends and family.

• Credentials: Certified Financial Planner™ (CFP®)
• Experience: 20+ years of industry experience

Kimberly combines strategic business expertise with organizational leadership. She holds an MBA and has experience in real estate, technology ventures, and investment consulting, supporting firm operations and client relationships while guiding the growth of Financial Consultants Group.

• Credentials: Master of Business Administration (MBA)

Joey Hampton graduated from the University of Georgia with a B.S. in Financial Planning and brings prior accounting experience to his role at Financial Consultants Group. As an Associate Financial Planner, he works closely with the advisory team to develop comprehensive financial plans. Joey earned his CFP® designation in early 2026.

• Credentials: Certified Financial Planner™ (CFP®), B.S. Financial Planning (UGA)

Jake focuses on ensuring each client receives attentive, prompt service for their day-to-day wealth planning needs. Whether opening an account, taking a distribution, or asking a question about their finances, Jake provides complete, responsive support. After work, he serves as a small group leader with YoungLife and enjoys UGA football.

Carson provides dedicated support to our client families, emphasizing detail and accuracy across every account. He has a passion for financial planning and building lasting professional relationships. Carson plans to pursue the CFP® designation with a goal of sitting for certification by late 2027.

Darcy is the Emeritus Planner at Fountain Wealth Partners.