Born and raised in Atlanta, Jon attended Covenant College where he was selected as a Maclellan Scholar for leadership and academic excellence, played on the golf team and met his wife, Kate. They live in Peachtree Corners, with their Bernedoodle, Winston.

Jon joined the firm in 2019 and serves as an advisor to many of our clients in a variety of life stages. Jon has developed a particular passion for complex financial and estate planning, as well as charitable giving strategies, and loves seeing our clients achieve their goals. Outside the office, Jon’s passion is playing golf recreationally, and he is always excited to play a new course. He and Kate both love to travel, hike, and are attempting to visit all of the national parks. They are very involved in their community at Perimeter Church, where Jon serves on the stewardship committee and mentors younger men.

Laura is an Atlanta native and proud graduate of the University of Georgia. She earned her B.S. in Family & Consumer Sciences and began working in foster care and adoptions after college. Laura joined the firm in 2020 and has been involved in all areas of client engagement and service. Laura helps to advise many of our client households and especially enjoys helping clients through the transition into retirement. Outside of the office, Laura enjoys spending time outdoors, reading, and most importantly, spending time with family and friends. Laura was recently named her family’s “Activities Director” and takes this role very seriously, especially during the holidays!

Born and raised in Georgia, Kyle Brady studied exercise science at Kennesaw State University and is a first-generation college graduate in his family! For three years in college, Kyle Brady played baseball and through trial and injury, realized his passion to help people could be better applied through finance than physical training. After joining the firm in 2021, Kyle Brady now works to help steward client households and cultivate and grow new client relationships. Kyle Brady enjoys doing service projects through Passion City Church, competitive activities, and everything outdoors, and he is looking forward to his wedding in 2022. He is also a lifelong Braves, UGA, and Falcons fan.

Jeremy was born and raised in Atlanta and graduated from the University of Georgia in August 2021 with a BS in Finance, specializing in Entrepreneurship. Eager to forge meaningful relationships while helping clients achieve their financial goals, Jeremy began his career with Northwestern Mutual in 2020.  Jeremy joined the Sozo Private Wealth team in 2023 to expand his knowledge and make a lasting impact.  During his free time, he enjoys playing golf and taking walks with his golden lab, Stella.

Katy joined the firm in 2015 and specializes in the risk-management side of the business. Katy attended GCSU where she majored in business management with a minor in psychology. Katy enjoys hiking, baking, travelling, and spending time with her dog, Rory.

Sawyer Green grew up in Athens and now resides in Cumming with his wife, Claire, and their daughter, Avery. Sawyer received his BA in business administration from Liberty University. He spent several years working in addiction counseling at No Longer Bound and coaching in the CrossFit community.

Since joining in 2022, Sawyer now runs the wealth operations of the firm serving clients directly, training new team members, and improving internal processes. Outside the office, Sawyer’s passion is connecting with others through fitness and recovery and serving at church. He and Claire both love to run, have the occasional game night, and spend time with family and friends.

Born and raised in Georgia, Chris graduated from Kennesaw State University with a BS in Sociology. After college, Chris worked in various roles in risk management from underwriting to advising before joining the team in 2022. Outside of the office, Chris enjoys spending time with his wife, Maddi, and visiting her family on St. Croix. He loves to spend time outdoors, especially on the water or the golf course, going hiking with Maddi and their dog, Monty, and serving his community at Shallowford Church. Chris also enjoys watching baseball and hockey, especially when he can go to the game in person.

Brianna joined the firm in 2021 while completing her Master's degree in Clinical Rehabilitation Counseling at Georgia State University. She currently resides in Midtown with her husband, Jon, and pup, Bogey.  Brianna is involved in all areas of client engagement and service, with a specific focus on supporting Steven Carroll.  Brianna has been a part of Passion City Church since 2017, and loves serving in their nursery environment. You can find her on Saturday mornings at the local market with Jon and Bogey, attending an Orange Theory class, or just enjoying a quality lavender latte on her balcony.

As an Atlanta native and graduate of Furman University, Elizabeth began working with Justin and Brent in 2009. She has enjoyed growing and expanding her role within the firm, including scheduling meetings and daily client communications, along with planning marketing events and promotions. Elizabeth enjoys playing tennis, volunteering, cooking, entertaining, and loving on her dogs, Fenway and Hazel. Elizabeth and her husband Mark live in Dunwoody and have three amazing sons – John, Adam, and David.

Caroline grew up in Snellville, GA and graduated from Georgia State University with a BA in Public Relations.  She joined Sozo to help care for our clientele through coordinating scheduling and helping to create outstanding client and team experiences.  Caroline currently lives in Lawrenceville with her husband Aaron and their two children: Joseph and Charlotte. Hiking and swimming are hobbies she enjoys.

Kyle Wilson joined the firm in 2013 and focuses on running the operational side of the business. Kyle met his wife, Julie, while they were on the swim team at Berry College and they just welcomed their first child, Laurel, in 2021. Outside of the office, Kyle and Julie enjoy photography, camping, whitewater kayaking, hiking, hunting, and basically anything outdoors, though they are mostly homebodies.