Our Team

Our Team

Daniel Moskowitz, CFP®, CLU®, RHU

Owner and President

Daniel focuses on comprehensive financial and employee benefits planning for small businesses and high net-worth
individuals. Through consistent education, effort and a reputation for outstanding service, Daniel has built a solid base of
clients over the last 15+ years. His qualifications include:

Professional

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Chartered Life Underwriter® (CLU®)
  • Registered Health Underwriter (RHU)
  • Past instructor at the UGA Terry College of Business Financial Planning Program (Retirement Planning and Employee Benefits)

Academic

  • BS Chemical Engineering, Georgia Institute of Technology, Magna Cum Laude
  • Financial Planning Certificate, Oglethorpe University

Registrations

  • Investment Advisor Representative / Registered Representative
  • Commonwealth Financial Network®
  • FINRA Series 7 and 66 securities (AL, CA, FL, GA, ID, MA, MD, NC, NY, OH, SC, VA, and WA)

Licenses

  • Life, Accident & Sickness, Variable Life and Variable Annuity (GA, FL, NC)

 

John Carty-Campbell, CFP®, MBA

Senior Partner

John focuses on helping his clients position their wealth to increase the likelihood of living the life they envision—now
and through their retirement years. His qualifications include:

Professional

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Instructor at the UGA Terry College of Business Financial Planning Program
    (Fundamentals and Insurance & Risk Management) 2007-Present

Academic

  • BS Business Administration, Fairleigh Dickinson University
  • MBA, Fairleigh Dickinson University
  • Financial Planning Certificate, Oglethorpe University

Registrations

  • Investment Advisor Representative / Registered Representative
  • Commonwealth Financial Network®
  • FINRA Series 7 and 66 securities (AL, AZ, DC, FL, GA, KY, NC, NJ, OK, OR, SC, TX, VA)

Licenses

  • Life, Accident & Sickness, Variable Life and Variable Annuity (GA, FL, TX, KY)

Blake Asbury

Financial Advisor

Blake focuses on helping clients achieve their goals for themselves and their families by organizing comprehensive
financial plans. His qualifications include:

Professional

  • Financial Advisor – 2013-Present
  • Xpedx – a division of International Paper
  • Dillard Paper Company

Academic

  • BS Business Administration, UNC at Chapel Hill, NC

Registrations

  • Investment Advisor Representative / Registered Representative
  • Commonwealth Financial Network®
  • FINRA Series 7 and 66 securities (GA, NC, TN, VA)