NIcholas Hoffman & Company, LLC

Brian Quintana Guzman is a financial advisor at Nicholas Hoffman & Company, LLC with one year of industry experience. He holds a Series 65 designation and has been with Nicholas Hoffman & Company since 2021. Prior to this, his work history includes roles at Modments Manufacturing & Co, IndustryPro, Park Simple, and educational positions at Georgia State University and River Ridge High School. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, foundations, estates, and private funds. The firm emphasizes tailored investment plans, manager selection, and due diligence, offering access to private investment opportunities alongside traditional asset classes.

Cameron Simonds is a financial advisor at Nicholas Hoffman & Company, LLC with 18 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, foundations, estates, and private funds. The firm emphasizes customized investment plans, manager selection, and ongoing due diligence, and offers access to private investment opportunities alongside traditional asset management.

Lloyd Flood is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Nicholas Hoffman & Company, LLC since 2017 and previously worked at ING/Voya from 1995 to 2017. Mr. Flood serves in a volunteer capacity on the First Presbyterian Atlanta Investment Management Committee, assisting with portfolio strategy and oversight. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension plans, trusts, and private funds. The firm emphasizes customized investment plans, manager selection, and due diligence, managing a concentrated client base with a range of strategies including private equity and separate account managers.

Gary Martin is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Nicholas Hoffman & Company, LLC since 2009. The firm provides financial planning and discretionary and non-discretionary portfolio management to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, foundations, estates, and private funds. Nicholas Hoffman & Company emphasizes customized Financial Profiles and Investment Plans, employing a range of investment vehicles and maintaining a focus on manager selection and due diligence for pooled and private investments.

Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with his current firm since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension plans, trusts, foundations, and private funds. The firm emphasizes customized investment plans, manager selection, and due diligence, offering access to private equity, private debt, and real estate funds alongside traditional investment vehicles.

Alexander Gambrell is a financial advisor at Nicholas Hoffman & Company, LLC with 20 years of industry experience. He has been with Nicholas Hoffman & Company since 2009 and holds Series 63 and Series 65 licenses. The firm provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, foundations, estates, and private funds. Nicholas Hoffman & Company emphasizes customized investment plans, manager selection, and due diligence, offering access to private investment opportunities alongside traditional assets.

Jeffrey Buck is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Nicholas Hoffman & Company, LLC since 2021. Prior to joining Nicholas Hoffman & Company, he worked at Diversified Trust Co from 2015 to 2021. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals—including high-net-worth clients—as well as pension plans, trusts, foundations, estates, and private funds. The firm emphasizes customized investment plans and manager selection, offering access to private investment opportunities alongside traditional asset classes.

Eleanor Quarles is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Nicholas Hoffman & Company since 2007. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, foundations, estates, and private funds. The firm emphasizes customized investment plans, manager selection, and due diligence, offering access to private investment opportunities alongside traditional assets.

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Aaron Jeffries is a financial advisor at Nicholas Hoffman & Company, LLC with eight years of industry experience. He previously worked at SunTrust Investment Services, Inc. and was self-employed for six years. Outside of his advisory role, he manages and markets a rental property in Atlanta. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, and private funds, utilizing a tailored investment approach that includes ETFs, mutual funds, managed accounts, and private investment opportunities.

Nirvanna Silva Novelo is a CFP® with one year of industry experience, currently serving as a financial advisor at Nicholas Hoffman & Company, LLC. Her prior roles include positions at Food Matters Market & Cafe and Brevard Music Center. Nicholas Hoffman & Company, LLC provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and private funds. The firm emphasizes customized investment plans and manager due diligence, offering access to a range of investment vehicles including private equity and real estate funds.

Cole Kliphouse is a financial advisor at Nicholas Hoffman & Company, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Nicholas Hoffman & Company in 2022, he held positions at Clemson University and other organizations. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, foundations, estates, and private funds. The firm offers tailored investment strategies using a range of vehicles including ETFs, mutual funds, individual equities, and private investment opportunities.

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Nicholas Hoffman & Company, LLC since 2014. Based in Atlanta, GA, he is part of a multi-team firm with 13 advisors. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, foundations, estates, and private funds. The firm offers a range of services including comprehensive financial planning, retirement plan consulting, family office support, and access to private investment opportunities, employing both long-term and short-term investment strategies tailored to client objectives and risk tolerance.

Michael Masters is a financial advisor at Nicholas Hoffman & Company, LLC with 17 years of industry experience. He has been with the firm since 2014 and holds a Series 65 designation. Nicholas Hoffman & Company provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, foundations, estates, and private funds. The firm emphasizes tailored investment strategies and manager selection, serving a concentrated client base with access to both traditional and private investment opportunities.