Who We Are

Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement plans, distribution through LPL Financial from qualified accounts (generating retirement income) and estate and retirement planning.

Brittany Maragh has been a valued member of the firm for more than 8 years and has served as Director of Operations for over 6 years. Working closely with Taylor Winn, she helps deliver a personalized client experience, ensuring every client receives thoughtful, and attentive service.

In her leadership role, Brittany oversees the firm’s operational strategy, including operational planning and workflow optimization to anticipate organizational needs. She leads administrative strategy by implementing streamlined processes that enhance efficiency across the firm. As a supervisor to all team members, she fosters a collaborative, high-performing work environment. Additionally, Brittany plays an integral role in the areas of trading and portfolio rebalancing.

Brittany is a Cum Laude graduate of Georgia Southern University and holds FINRA Series 7 and Series 63 registrations through LPL Financial.

Mallika Shah serves as the Marketing Director, where she leads the firm’s marketing strategy and brand development initiatives. She oversees the creation and execution of integrated marketing campaign, manages digital and social media strategy, and supports the firm’s branding and client engagement efforts. Mallika is a graduate of Emory University, holding a degree in Management Science.