• Scott Keller, CFA

    Managing Principal, Co-Founder and Chief Investment Officer

     

    Scott L. Keller is Principal, Co-Founder and Chief Investment Officer with Marietta Wealth Management, LLC (“MWM”), an independent, fee-only financial advisory firm.

     

    Committed to giving unbiased, fiduciary advice, Mr. Keller provides comprehensive investment and retirement planning to help individuals and institutions achieve their financial goals.  He meets and works with investors to create, enhance and improve customized retirement plans for themselves, their team members and their companies.

     

    Mr. Keller also sits on Marietta Wealth Management’s investment committee and plays a key role in the development of the firm’s long-term vision, policy, and strategy.

     

    A veteran of the financial planning and wealth management industry, Mr. Keller excels specifically in analyzing and selecting investment options for the success of both individual and institutional clients.  Providing information and insights, he also enjoys educating his clients and guiding them to make informed decisions in order to achieve their financial goals.

     

    Mr. Keller holds more than 25 years of experience in money management and financial planning.  Before launching Marietta Wealth Management, LLC, he spent 18 years as a Principal and Manager of one of Atlanta’s largest independent financial advisory firms where he managed all institutional investors with the firm.  He also met with individual clients and served as a member of the investment committee.

     

    In 1988, Mr. Keller began his career in the banking industry with Trust Company, now SunTrust Bank, where he served as a credit analyst. Fuji Bank, now Mizuho Corporate Bank, recruited him as a credit analyst and promoted him to corporate lender before he moved on to work at the independent financial advisory firm.

     

    Mr. Keller has shared his opinion and expertise in interviews on the “Georgia Business Report” on GPTV, and on local CBS, NBC and Fox affiliates in Atlanta. He has also appeared in nationally syndicated news features.

     

    Mr. Keller earned a Bachelor of Business Administration in Finance at the University of Georgia and a Master of Business Administration from Mercer University. He is a CFA Charterholder.

     

    A resident of Marietta, Georgia, Mr. Keller enjoys all outdoor activities, especially college football, and spending time with his wife and two children.

     

    You can contact Mr. Keller at

    [email protected]

  • Wes Hackney, CFP®

    Principal, Co-Founder and Financial Planner

     

    Wes Hackney is Principal, Co-Founder and Financial Planner with Marietta Wealth Management, LLC (“MWM”), an independent, fee-only financial advisory firm.  He is actively involved in the development and implementation of comprehensive financial plans and tax-efficient investment strategies for individuals, families and trusts.

     

    In addition, Mr. Hackney co-leads the firm’s 401K consulting practice, specializing in plan design, fiduciary oversight, 3(21) investment advice and participant education. Mr. Hackney also sits on Marietta Wealth Management’s investment committee and plays a key role in the development of the firm’s long-term vision, policy, and strategy.

     

    Prior to co-founding Marietta Wealth Management, Mr. Hackney worked as a managing associate for one of Atlanta’s largest independent financial advisory firms where he held responsibility for co-leading the firm’s 401K Plan division.  He served as the lead financial planner for clients in the firm’s wealth management division and also managed a team of associates.

     

    Mr. Hackney brings a diverse career in wealth management and 11 years of experience to his position with MWM. Beginning his career in the finance and accounting department of a small family business, he held various business development roles before joining Wachovia as a personal and business banker and investment planner.

     

    Mr. Hackney earned a Bachelor of Business Administration in Finance at Kennesaw State University and a Certificate of Financial Planning at Boston University.  A member of the Financial Planning Association, Mr. Hackney is a CFP® professional.

     

    Mr. Hackney currently lives in Cartersville, GA with his wife and two daughters.  Away from the office, Mr. Hackney enjoys traveling with his family, saltwater and freshwater fishing with friends and playing the occasional round of golf.

     

    You can contact Mr. Hackney at

    [email protected]

  • Charlie Holloway, CFP®, CDFATM

    Principal, Co-Founder and Financial Planner

     

    Charlie B. Holloway is Principal, Co-Founder and Financial Planner with Marietta Wealth Management, LLC (“MWM”), an independent, fee-only financial advisory firm.  Mr. Holloway is engaged in the development of comprehensive financial plans and the construction of investment portfolios for individual clients and families.

     

    Mr. Holloway has a passion for helping people craft a lasting financial legacy.  Additionally, as a Certified Divorce Financial Analyst™, he helps individuals understand the financial aspects of divorce.  Mr. Holloway also sits on Marietta Wealth Management’s investment committee and plays a key role in the development of the firm’s long-term vision, policy, and strategy.

     

    Prior to co-founding Marietta Wealth Management, Mr. Holloway worked as a managing associate for one of Atlanta’s largest independent financial advisory firms.  He was engaged in initiating new business, providing financial consulting for businesses and individuals and leading teams.

     

    Mr. Holloway brings a background of more than 15 years of experience in the financial industry to his position with MWM. He began his career in corporate banking, where he spent four years, before transitioning to financial planning in 2004.

     

    Mr. Holloway is a CFP® professional. He is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts™.  Active in the community, he serves on the board of directors of the Gold Shield Foundation of Metro Atlanta.

     

    Mr. Holloway earned a Bachelor of Science in Management from the Georgia Institute of Technology.  He completed the Professional Financial Planner Program at Oglethorpe University.

     

    A native of Atlanta, Mr. Holloway resides in the East Cobb area of Marietta with his wife and two children. He enjoys reading, playing golf and coaching youth sports.

     

    You can contact Mr. Holloway at

    [email protected]

  • Ben Crowe, CFP®, C.P.A., CFA

    Principal

     

    Ben Crowe is Principal, Co-Founder, Financial Planner, and Chief Compliance Officer with Marietta Wealth Management, LLC (“MWM”), an independent, fee-only financial advisory firm.

     

    Mr. Crowe is passionate about building strong relationships with clients and solid investment strategies that meet objectives in a tax efficient manner.  As a member of the investment committee, Mr. Crowe brings knowledge not only as a CFA® charterholder, but also as a Certified Public Accountant, to ensure various aspects of investment decisions are considered.  His role as Chief Compliance Officer is to oversee the standards and practice employed by the firm to ensure compliance with applicable federal and state laws as they relate to registered investment advisors.

     

    Prior to co-founding Marietta Wealth Management, Mr. Crowe worked as a managing associate for one of Atlanta’s largest independent financial advisory firms.  In addition to various management responsibilities, he served as a financial planner and tax consultant to individuals and businesses alike.  Prior to that period, Mr. Crowe operated his own advisory firm and tax practice.  Mr. Crowe has over 17 years of experience providing financial planning, investment portfolio design, and tax services.

     

    Mr. Crowe graduated with honors from the University of Georgia with a degree in finance.  He went on to improve his knowledge and skills by obtaining his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst® designation. Mr. Crowe continued his education in order to obtain his license as a Certified Public Accountant.  He is a member of the CFA Institute, American Institute of CPAs, the Georgia Society of CPAs, and the Atlanta Society of Finance and Investment Professionals.

     

     Mr. Crowe currently lives in Adairsville, GA with his wife and 5 children.  Outside of work, he enjoys spending time with his family, reading, and gardening.  He is also actively involved with his church.

     

    You can contact Mr. Crowe at

    [email protected]

  • Steve Michael

    Senior Financial Advisor

     

    Steve Michael is Senior Financial Advisor with Marietta Wealth Management, LLC, an independent fee-only financial advisory firm.

     

    Mr. Michael has been engaged in financial services for over 30 years. He began his career with Merrill Lynch as a Financial Advisor and later served in key management roles at the brokerage firms of Jackson Securities and GMA Partners. His diverse responsibilities included investment advisement, trading, asset management and municipal bond underwriting.

     

    Prior to joining Marietta Wealth, Mr. Michael served 14 years as a Financial Advisor with a large financial advisory firm located in Kennesaw, Georgia. He was responsible both for individual client relationships and serving the needs of institutional investors.

     

    Mr. Michael is devoted to providing the highest level of personalized service for each client he serves.  He takes great pride in structuring and managing individual portfolio strategies that are both effective and risk appropriate.   His clients appreciate his years of experience, expertise and clear communication skills.

     

    Mr. Michael received a Bachelor of Arts in Political Science from the University of Denver and a Master of Business Administration from Georgia State University.

     

    Mr. Michael enjoys travel and is a passionate fan of spectator sports in his hometown of Atlanta.  Steve now calls the City of Marietta home, where he can view the famous “Big Chicken” from his terrace.

     

    You can contact Mr. Michael at

    [email protected]

            •    O: 404.549.6930          F: 770.702.1923 

 

[email protected]

472 N Sessions Street, Unit #24  •  Marietta, GA 30060