Meet Our Team
Samuel E. Arthur CFP®, RICP®
Private Wealth Advisor
Recognized nationally twice with both the distinguished Master Achievement Award and Lifetime Achievement Award, Sam has helped clients protect, grow, distribute and transfer wealth for more than decade. As a Wealth Management Advisor and Co-founder of Haven Wealth Advisors, Sam has built a national practice serving clients around the country. Seeking to ensure long-term financial independence for his clients, his comprehensive financial planning strategies focus on tax efficiency and generational wealth building. Sam is a proven leader and ranks among the company’s top Wealth Management Advisors year-over-year and is consistently recognized as a Top Advisor Under 40. In addition, his passion and commitment to leadership development earned him the title of Managing Director in 2015, providing a purposeful platform to attract and mentor the next generation of financial planning professionals. Sam also holds the Series 6, 7, 26, 63 and 65 Securities Licenses, as well as his Life, Health and long-term care license, Retirement Income Certified Professional (RICP®) credential, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional credential.
As an Atlanta native, Sam attended Greater Atlanta Christian School. He earned a soccer scholarship and played for the University of South Carolina. Sam excelled in both the classroom and on the field and was named two-time Academic All American. He was drafted by the Chicago Fire to play Major League Soccer, but followed his passion and launched his career as a Wealth Management Advisor. Sam and his wife Jessi reside in Brookhaven with their two daughters Ellie and Emmie. They enjoy spending time with family and friends, as well as world travel.
I value the meaningful and measurable impact Haven Wealth Advisors is having on creating and protecting generational wealth. The team’s collective talents and experience combined with Northwestern Mutual’s over 160 years of proven history provides Haven Wealth Advisors a competitive advantage in serving clients. The strength and power of the company, as well as our proprietary products and services are unparalleled in the marketplace.
For more than 40 years, Mac has helped families and business owners navigate the unique challenges and opportunities of significant net worth. He joined Northwestern Mutual more than 30 years ago after serving as a Mutual Fund portfolio manager. As a leading Wealth Management Advisor, Mac has built a multigenerational wealth management practice. As Co-founder of Haven Wealth Advisors, he continues to specialize in sophisticated portfolio management and retirement planning strategies. Mac is recognized annually with distinguished awards representing his stellar career and ranks among Northwestern Mutual’s Top 1% of Wealth Management Advisors. Mac also holds the Series 8, 7, 63 and 65 Securities licenses, as well as his life, health and long-term care license, Securities and Exchange Commission Licenses and his Chartered Financial Analyst credential.
Married for 40 years, Mac and his wife Duhi have raised three amazing children Johann, Shiloh and Justin who, in turn, have married and blessed them with six incredibly cute and intelligent grandchildren. Mac and Duhi enjoy traveling, hiking, and spending time with friends and family. In addition, Mac leads a very active outdoor lifestyle with sailing, hunting, skiing, and golfing.
Over the years, Mac has worked hard to help his clients “live a great life financially and achieve their definition of success.” Now he has an experienced and knowledgeable, multi-generational team to ensure this legacy of service and expertise continues.
Mark A. Mascarenhas CIMA®
Private Wealth Advisor and Director of Investments
Mark’s Wall Street experience spans more than 15 years including investment consulting for some of the largest asset managers in North America. Early in his career, Mark worked on the trading desk in NYC for Lehman Brothers, where he specialized in the U.S. Consumer and Technology sectors. Mark continued his career with Barclays Capital serving as Head of U.S. Institutional Equities in Canada and later returned to his hometown of Atlanta to manage the firm’s Southeast institutional business. Mark followed his passion and launched his career with Haven Wealth Advisors in 2020 as Director of Investments. Mark is responsible for managing the team’s Investment Committee (Think Tank) and overseeing the Investment Operations team. Mark and his team develop and implement investment strategies to increase the probability of successfully meeting clients’ financial planning goals. The Think Tank is responsible for constructing model portfolios, selecting investment instruments, and performing ongoing due diligence of those investments. The Investment Operations team executes daily investment operations and manages relevant operational business partners.
Mark is a CIMA (Certified Investment Management Analyst) through the Investments & Wealth Institute, completing his certification through The Wharton School at University of Pennsylvania. Mark holds Series 7, 24, 55, and 63 Securities Licenses, State Life and Health Insurance License, Variable, LTC and Annuities License. Mark graduated from Bucknell University with B.A. degrees in Economics and Spanish. In his free time, Mark and his wife Meghan enjoy staying active in the Atlanta community and reside in the Brookhaven area.
Mark works directly with clients on:
- Investment strategies including education, fund selection, and portfolio management
- Tax efficient financial planning
Benjamin L. Glassman CFP®, RICP®, AEP®
Private Wealth Advisor and Director of Financial Planning
Ben launched his career with Haven Wealth Advisors in June of 2015 after a successful career in corporate finance. His emphasis is creating comprehensive financial plans, portfolio management, and is particularly passionate around creating tax efficiencies in retirement income planning. Ben also leads strategy around executive compensation plans and stock options to help clients maximize potential benefits while de-risking their overall portfolio.
Originally from the Northeast, Ben has enjoyed planting roots in Atlanta with his wife Chelsea. In their free time, Ben and Chelsea enjoy traveling and spending time outdoors with their daughter Alora, son Declan, and Golden Retriever Nala.
After a current and thorough factfinding process, Ben will work directly with you to:
- Create or update a comprehensive financial plan
- Implement risk management and investment solutions
- Discuss tax-efficient estate planning and executive compensation strategies
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.