Ian Cole

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Cornelius Clark is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding his clients' priorities and developing strategies to pursue their financial goals. He works with clients on a range of financial matters including general investing, retirement planning, and saving for unexpected events. Clark holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University. He emphasizes ongoing advice and guidance, adapting to clients' changing needs through regular discussions about their goals and concerns.

Leslie Bell is a Planning Consultant at the Alpharetta Investor Center, where she collaborates with Financial Consultants and Vice Presidents of Financial Consulting (VPFCs) to support current and prospective clients. Her role focuses on partnering with clients through various life events to provide professional service and financial guidance tailored to their needs. Leslie joined Fidelity Investments in 2022 and has held several positions, including Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she worked as a Customer Service Representative II at United Community Bank from 2019 to 2022. Outside of her professional responsibilities, Leslie engages in activities such as spending time with family, fitness, social events with friends, running, caring for pets, and volunteering.