Griffith & Werner, Inc.

Robert Tomlinson is a financial advisor at Griffith & Werner, Inc. in Canton, GA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Proequities Inc. Outside of his advisory role, he owns a T-shirt design business that sells products on Amazon. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation framework blending equities, fixed income, mutual funds, and ETFs, and integrates insurance products through licensed management personnel.

Weslee Williams is a financial advisor with Griffith & Werner, Inc. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Proequities Inc and Lincoln Financial Services. He also advises families on college planning to help prepare students and manage education-related debt. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation approach using equities, fixed income, mutual funds, ETFs, and combines fundamental, technical, and cyclical analysis within a framework that includes discretionary management and coordination with outside professionals.

Gregory Phelps is a financial advisor at Griffith & Werner, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ProEquities Inc and Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in part-time family farming through a separate agricultural venture. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation approach combining equities, fixed income, mutual funds, and ETFs, and integrates insurance products through licensed management personnel.

James Beck is a financial advisor with Griffith & Werner, Inc. in Canton, GA, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at The Home Depot for 14 years in various roles. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation framework combining equities, fixed income, mutual funds, and ETFs, and offers discretionary management alongside coordinated financial plans.

Stephen Nolan is an advisor at Griffith & Werner, Inc. He holds Series 63 and Series 65 licenses and has no prior industry experience as a financial advisor. Nolan is also the CEO of IFH Solutions Inc., a consulting practice serving Housing Authorities nationwide, where he applies his background as a CPA. Griffith & Werner, Inc. serves individual and high-net-worth clients with personalized portfolio management, financial planning, and investment consulting. The firm employs a tailored asset-allocation approach combining equities, fixed income, mutual funds, and ETFs, using both fundamental and technical analysis, and offers discretionary management alongside coordinated financial plans.