Jefferson Tutt

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.

Ben has been a practicing fee-only financial planner for nearly 10 years. He co-founded Fully Financial to pursue his dream of opening his own financial planning firm and offering an even greater level of personal financial planning services to more people and families. Fully Financial is a premier boutique firm by design — intentionally and carefully built to prioritize high-touch, responsive, and full-service financial planning and investment management to individuals and families. At Fully, our purpose is to provide real financial advice that helps more people live their lives to the fullest. That's why we treat every single one of our clients as if they are family — and as a legal fiduciary, we always put their best interests first. Prior to opening Fully, Ben worked at a midsize fee-only firm where he served as partner and chief financial officer in addition to leading a financial planning team responsible for 200+ client households, managing $200M+ in assets, and overseeing the firm's HQ in Athens, Georgia. Ben holds his CFP® and AIF® designations and is an Enrolled Agent licensed to practice before the IRS. Committed to both his profession and his community, Ben currently serves on the board of directors for the National Association of Personal Financial Advisors (NAPFA) and as treasurer of Athens-based nonprofits Books for Keeps and Athens Pride. He also teaches part-time in UGA's financial planning program and previously served as chair of the UGA College of Family and Consumer Sciences Alumni Association. Ben is a "Double Dawg," having received both his master's degree in Financial Planning and bachelor's degree in Consumer Economics (summa cum laude with highest honors) from the University of Georgia.

Leading an Elite Team Lindsay’s exceptional expertise in tax-efficient investment strategies, portfolio management, and financial planning has empowered countless clients to reach their life and financial goals. Under her leadership, Elwood & Goetz has become the go-to firm for clients seeking a comprehensive, evidence-based approach to financial planning. Her ability to distill complex financial concepts into actionable, personalized advice has set her apart in the profession. Her strategic foresight and commitment to excellence have not only driven the firm's remarkable success but have also redefined the standard of care clients can expect from their financial advisory team. A Global Perspective with Deep Roots Lindsay’s rich personal and professional journey—growing up in Wyoming, studying in Texas, living abroad in Spain, and working in Miami before making Athens, Georgia her home—provides her with a broad, worldly perspective. This diverse background enables Lindsay to connect deeply with clients from all walks of life, helping her understand their unique needs and craft personalized financial strategies that resonate on a personal level. A Champion for the Future of Financial Planning In a profession where only 23% of Certified Financial Planner™ professionals are women, she is committed to mentoring and uplifting the next generation of female financial planners and fostering an inclusive environment within Elwood & Goetz that mirrors her dedication to excellence. Her team’s diverse makeup is a testament to her belief that the best results come from a variety of perspectives and experiences. Academic Excellence and a Commitment to Education Lindsay’s academic achievements underscore her status as a leader in the financial planning world. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP exam before even completing her degree. Her dedication to education extends beyond her own credentials; she has co-taught investment courses at the University of Georgia, sharing her vast knowledge and passion with future financial planners. Her role as both a practitioner and educator exemplifies her commitment to advancing the profession and empowering the next generation.