Wickham Financial & Insurance Services

Graham Wickham is a financial advisor at Wickham Financial & Insurance Services with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Carter Terry & Company Inc. and operated several family-related financial and insurance businesses. He also manages The Wickham Agency Inc., an independent insurance agency offering commercial and personal lines of insurance, a business he took over from his father. Wickham Financial Group, Inc. provides investment advisory and planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a variety of analytical methods and asset-allocation strategies, managing most assets on a non-discretionary basis while also offering insurance brokerage services.

Jennifer Smalley is a financial advisor at Wickham Financial & Insurance Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. for a decade. Wickham Financial Group, Inc. provides investment advisory and planning services to individuals, high-net-worth clients, and pension/profit-sharing plans, utilizing a range of analytical methods and asset-allocation approaches. The firm manages most assets on a non-discretionary basis and employs a third-party platform to manage held-away accounts without assuming custody.

Michael Beecher is a financial advisor at Wickham Financial & Insurance Services in Marietta, GA, holding a Series 66 designation with 25 years of industry experience. He previously worked at Carter Terry & Company Inc. for five years before joining Wickham Financial in 2020. Outside of his advisory role, he serves as chairman of the fundraising program for Friends of the NRA Northwest Metro Georgia. Wickham Financial Group, Inc. provides investment advisory and planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a variety of analytical methods and asset-allocation strategies, managing the majority of assets on a non-discretionary basis and offering portfolio management that includes private investments and held-away account oversight.