Lily joined Haven Wealth Advisors in 2021. As Associate Financial Representative, she will work closely with clients to support wealth building strategies. Lily graduated from Tulane University majoring in Finance, Business Law and Economics. Upon graduation, she followed her passion to launch a career in financial services. During this time, Lily gained valuable industry knowledge and experience, which will bring added value to the Firm’s commitment to deliver financial security for clients.

She is fluent in French and has traveled to over 30 countries. Lily enjoys skiing, rowing and cooking.

Lily will work with you on:

• Investment account onboarding
• Asset movement and investment account maintenance
• Portfolio management and trading
• Rollovers and reviews
• Facilitating client meetings

Alexander launched his career with Haven Wealth Advisors in 2022. As Associate Wealth Management Advisor, he will collaborate closely with team members to support strategic wealth building efforts. Alexander graduated from the University of Virginia majoring in Economics. Upon graduation, he made the decision to follow in his grandfather’s footsteps who dedicated his entire career to the investment business. Before joining the Firm, Alexander gained valuable industry knowledge and experience serving as a financial advisor for several years. His passion for the profession will bring added value to Haven Wealth Advisor’s unwavering commitment to delivering financial security for the clients they serve.

He enjoys playing golf, skiing, and coaching youth lacrosse when away from the office.

Alexander will work on:

• Investment account onboarding
• Portfolio management and trading services
• Asset movement and investment account maintenance
• Rollovers and reviews
• Facilitating client meetings

Dan launched his career over 40 years ago as a disability insurance specialist providing corporations and individuals with planning needs. He holds several professional designations including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®),and Certified in Long-Term Care (CLTC®).  Today, as a key industry leader and valued member of Haven Wealth Advisors, Dan’s specific areas of expertise include life insurance, disability insurance and long-term care insurance.  He is known for his unwavering commitment to building lasting relationships and is passionate about helping clients achieve their financial goals.

Dan is originally from DeKalb, Illinois and earned his Bachelor of Science Degree from Northern Illinois University.  He resides in Alpharetta with his wife Kathy.  They have three grown children, Taylor, Cooper, and Tori. Cooper has chosen to follow in Dan’s footsteps and today is a respected member of the Haven Wealth Advisors team. Finally, in 2021, Dan and Kathy became proud grandparents of their first grandchild from their oldest son, Taylor and his wife, Sarah.

Mark Fletcher joined Haven Wealth Advisors in 2022. As an Associate Wealth Management Advisor he is focused on supporting client wealth building strategies. Mark earned s a bachelor’s degree from University of Tennessee and an MBA from Keller Graduate School of Management. He has over a decade of experience in retirement and investment planning. His years of experience and passion for his work brings significant value to Haven Wealth Advisors.

Mark is originally from Ohio and relocated to Atlanta in 1994.

Mark will work on:

• General Office Administration
• Account Onboarding and General Account Maintenance
• Account Funding and Distributions
• Ad Hoc and Time sensitive Request
• Line of Credit Application
• Asset Movement and Rollover calls
• General Investing within planning recommendations

Ken began his career with Haven Wealth Advisors in 2019 after spending several years in client advisory services for a successful accounting firm. He enjoys working with clients to expedite investment account openings, servicing established accounts, and providing valuable information about the planning process and what to expect.

Ken graduated from the University of South Florida and moved to Atlanta with his wife Ashley. Together they enjoy exploring the city, spending time outdoors and trying out new recipes.

Ken may work with you to:

• Expedite application for Risk Management planning such as life insurance, disability income protection and long-term care.
• Client servicing and scheduling appointments with the team.
• Provide general information regarding the planning process and what to expect.
• General office administration.

Camille started her career with Haven Wealth Advisors in 2011. She currently holds her State Life and Health Insurance Licenses, Long Term Care License, and Annuities License. Camille values having the opportunity to establish unique and trusting relationships with our clients and helping them pursue their financial planning goals.

In her spare time, Camille enjoys her three greatest blessings - her husband and their two little children, as well as documenting life’s sweetest moments through her lifestyle photography.

Camille may work with you to:

• Expedite application and underwriting processes for Risk Management planning such as life insurance, disability income protection and long-term care.
• Act as a liaison between the client and the Home Office during underwriting review.

Shannon joined Haven Wealth Advisors in 2018. As Client Relations Manager, she schedules client meetings, assists with the Life, Disability and Long-Term Care applications, and collaborates with underwriters to ensure a seamless process for clients. Shannon also spearheads firm events to help ensure exceptional client experiences.

Shannon enjoys biking and running with her puppy Murphy, as well as actively competes in races. She is an avid reader and enjoys traveling with family and friends.

Shannon may work with you on:

• Insurance onboarding and application process.
• Setting medicals and serving as liaison between underwriter and client.
• Updating client information or the team and record keeping.
• Scheduling planning reviews.

Brett joined the Haven Wealth Advisors (HWA) team in 2022. Her experiences embrace 14 years of success as an executive in the nonprofit sector. Brett brings a strong background of event planning, project management, relationship development and a true passion for serving others. HWA sees the value in continuing to invest in additional staffing resources to help better serve and enhance the overall client experience. As Client Experience Manager, Brett schedules client meetings, executes quarterly client calls and handles firm marketing and communications, as well as spearheads the firm’s client events. She also will organize the firm’s community involvement and philanthropic efforts.

Brett enjoys exercising and various fitness challenges having most recently completed two adventure races in the past year. She lives in the Decatur area with husband Andy,10-year-old son Henry, and their two pets Leia and Solo. Brett loves trying new restaurants around Atlanta, traveling with family and friends and cheering on local sports teams including the Georgia Bulldogs and the Atlanta Braves.

Brett’s Main Areas of Focus:

• Main point of contact for quarterly planning discussions.
• Scheduling client planning reviews.
• Customizing and updating all marketing materials.
• Delivering tailored client experiences.
• Coordinating community and philanthropy involvement.