Eric Toole

Eric Toole

Education: Bachelor’s of Business degree in Finance from the University of Georgia, and a MBA in Personal Financial Planning from Georgia State University

Professional Certifications: MBA and CFP®

Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council. He and his wife, Claire, live in Decatur, Georgia with their three children.

Brandon Downs

Brandon Downs

Education: BS in Business Administration with an Economics concentration from the University of Richmond, and completed the Executive Program for Financial Planning from the University of Georgia

Professional Certifications: CFP®

Brandon has served in an advisory capacity to high net worth and corporate executives for more than twelve years. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon is on the Board of Trustees for Holy Innocents’ Episcopal School and is a board member of Horizons Atlanta, a public school-private school partnership designed to help eliminate the summer achievement gap for children from low income households. Brandon and his wife, Lindsey, live in Sandy Springs with their two children.

Jennifer Storey

Jennifer Storey

Education: University of Central Florida – Bachelor of Science, Business Administration – Finance; Florida State University – Certificate in Financial Planning

Professional Certifications: CFP® – Nominated & Named  “Five Star Wealth Manager” by Atlanta Magazine for 2015, 2016, 2017, 2018.

Jennifer joined Oakbridge Partners in 2000 and is a Principal in the firm. Jennifer began her career in the financial services industry in 1998, when she joined Morgan Stanley as a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She earned the Certified Financial Planner (CFP®) designation in 2004. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee. She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations in Atlanta and Palm Beach.

Emmitt White

Emmitt White

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Heidi Pearson

Heidi Pearson

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Nina Daigle

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Nina Daigle

Mark Kashgegian

Mark Kashgegian

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Frank McLaughlin

Frank McLaughlin

lindsey-pierce

Lindsey Pierce

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Lindsey Pierce

William Cohen, Esq.

William Cohen, Esq.

Education: Florida State University – Bachelor of Science; Florida State University School of Law – Juris Doctorate, with honors ; College of William and Mary’s Marshall-Wythe School of Law – Master of Law and Taxation

Professional Certifications: Tax Attorney (JD, LLM). Rated “AV” by his peers for “Preeminent Legal Ability” and “Very High Ethical Standards” – Martindale-Hubbell Peer Review Ratings

Bill joined the firm in 2007. He is a member of the firm’s Investment Committee and served as its Chief Compliance Officer for eight years. Bill is an attorney with over thirty-five years of experience in the areas of Taxation, Estate Planning, Corporate Finance and Executive Compensation. Before joining Oakbridge Partners, Bill was an executive officer in a firm that developed web-based software used by financial institutions to deliver executive compensation and charitable giving programs. He also served as Financial Operations Officer (FINOP) for its affiliated Broker Dealer. Prior to that, Bill headed the transactional practice group of the Atlanta office of a national law firm, and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years. He is a member of the Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.

Warren Wick, II

Warren Wick, II

Education: Marshall University – Bachelor of Business Administration; Georgia State University – MBA, Finance

Professional Certifications: CPA, CFP®, CLU

A former CPA for a global accounting firm, Warren directed the financial planning operations of two regional brokerage firms prior to forming his own wealth management firm in 1988. His firm merged with Oakbridge Partners (then known as Lesesne Capital Management) in 1996. Warren has been honored as a Who’s Who in Banking and Financial Services by the Atlanta Business Chronicle and is a long-standing member of NAPFA. Warren also has been named one of the Best Personal Wealth Managers in Atlanta by Atlanta Magazine. He served as treasurer and finance committee chairman of Northwest Presbyterian Church for many years. He is an avid jogger and golfer and a longtime member of Dunwoody Country Club.

Sarah Smith

Sarah Smith

Education: University of Georgia – Bachelor of Business Administration in Finance; minors in Spanish & Music Business

Sarah joined Oakbridge Partners in 2021. She is a graduate from the University of Georgia’s Honors College in the Terry School of Business with a Bachelor’s degree in Finance. She also earned a minor in Spanish and a certificate in Music Business. Sarah was previously an Investment Banking Analyst in the Healthcare Group with Truist Securities. Sarah is currently pursuing her Certified Financial Planner (CFP®) designation. In her spare time, she enjoys exercise, live music, and Georgia football. Sarah currently lives in Atlanta, five minutes from where she grew up in Buckhead.

Rett Evans

Rett Evans

Education: University of Georgia – Bachelor of Business Administration in Economics; University of Georgia School of Law – Juris Doctorate.

Rett joined Oakbridge Partners in 2020. She is a graduate of the University of Georgia’s Terry School of Business with a Bachelor’s degree in Economics. In 2019, she earned a Juris Doctor degree from the University of Georgia School of Law and became a member of the State Bar of Georgia. After graduating law school, she decided to use her legal education in a non-traditional way and pursue a career in financial planning and wealth management. Rett is currently studying to become a Certified Financial Planner (CFP®). She grew up in Atlanta and currently lives in Inman Park. In her spare time, she enjoys cooking, spending time outdoors, and spending time with her family and friends.

Sean Lennox

Sean Lennox

Education: BS in Psychology from Davidson College, MBA from Queens University of Charlotte

Professional Certifications: CFP®, ChFC®, MBA

Sean Lennox joined Oakbridge Partners in 2019. He has a passion for financial planning education, investment management, and helping people achieve their financial goals. Sean began working in the financial services industry in 2015 when he joined the Northwestern Mutual Goodwin, Wright agency, where he most recently held the role of investment operations manager. He earned his CFP® designation in 2017 and has his Chartered Financial Consultant designation through the American College of Financial Services. A native of Peachtree Corners, GA, Sean played baseball for Norcross High School and Davidson College, and currently pitches for an adult league team in Atlanta. In his spare time, he enjoys attending concerts, reading, and cooking. Sean and his wife Claire live in Decatur, GA with their black lab, Lucy.

Ada Trawick

Ada Trawick

Education: Agnes Scott – Bachelor of Arts in Germain; Oglethorpe University – Masters of Arts in Teaching.

Ada joined Oakbridge Partners in 2020 with experience in education administration. She earned her Bachelor of Arts in German at Agnes Scott College and Masters of Arts in Teaching at Oglethorpe University. An Atlanta native, she lives in Tucker and enjoys reading, swing dancing, and spending time with her family.

Macht tӓglich das Unmögliche möglich.

(translation: Daily make the impossible possible.​)

J.R. Hammonds-Swain

J.R. Hammonds-Swain

J.R. joined Oakbridge Partners in 2009 with experience in banking and finance. She earned a degree in Advertising from the University of Georgia. Originally from Gastonia, NC, J.R. lives in Woodstock, GA with her husband and two daughters. She enjoys the arts and spending time with her family. Rest in peace, Larry Hagman.