We are a young, robust team of trusted professionals committed to providing hightouch, personalized service to each of the families we serve. We are careful listeners, looking to guide you by our knowledge, empathy, 75 years plus of wealth management experience, and integrity.
Carmen’s journey in the financial services industry began in 2000 in Athens, Georgia. In the years since, she has held multiple roles across the country, all of which have played a part in shaping her approach to working with the families of Regent Peak Wealth Advisors. She is deeply committed to ensuring successful outcomes for all clients. Her purpose is centered on supporting the team in its efforts to enable families to achieve their financial goals and dreams.
As the Chief Compliance Officer for Regent Peak, Carmen is responsible for ensuring adherence with regulatory requirements and risk management. Her experience in compliance is fortified by her eight years as a manager at Merrill Lynch in various locations. In this role, she is also charged with promotion and implementation of Regent Peak’s policies and procedures, ensuring they are communicated and practiced across the company.
Carmen has lived in metro Atlanta since 1988 and her husband, Jamar, is an Atlanta native. They are both proud University of Georgia alumni and parents to daughters Audrey and Sarah. In her free time, Carmen can often be found in Athens, Georgia, supporting her beloved Georgia Bulldogs, cheering on the Atlanta Falcons, experimenting with new recipes or enjoying in-town adventures with her family.
Nathan provides objective advice focused on guiding families toward optimal outcomes in their financial lives. He believes every family deserves a financial plan customized to their personal priorities. Nathan prides himself on simplifying the variety of complex financial affairs for families in order to inform and guide their decision-making processes. Prior to joining Regent Peak Wealth Advisors, Nathan worked for 10 years at Robson & Associates, a high-net-worth wealth-advisory practice, serving families who were at important crossroads.
Nathan hails from Gainesville, Georgia and followed his passions for business, finance and markets to obtain his undergraduate degree in social science and a Master of Business Administration in finance from the University of Georgia. He holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.
Nathan and his wife, Adrienne, live in Sandy Springs and are proud parents to Wyatt and Winona. In his free time, Nathan enjoys playing guitar, traveling, wine tastings and live music.
Craig is the founder of Regent Peak Wealth Advisors. Prior to Regent Peak, Craig served 25 years as both Founder and Managing Director of Robson & Associates, a high net worth wealth advisory practice within Merrill Lynch. At Regent Peak, he serves as Managing Director and sets the firm’s overall vision and strategy. The formation of Regent Peak Wealth Advisors, an independent advisory firm, is a direct result of Craig’s desire to provide all relationships with objective advice free from the conflicts of interest that might come from large institutions.
Craig earned a bachelor’s degree in industrial engineering from Lehigh University in 1991. For the next 3 years Craig provided consulting services on behalf of Accenture Consulting, primarily within their manufacturing and information technology divisions, to both publicly traded and privately held corporations. An unexpected opportunity to employ his practice management experiences within the financial services industry arose and in 1994 Craig embarked on creating a unique wealth advisory offering within Merrill Lynch.
Craig has been recognized for his investment acumen including being named in Barron’s Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017, and most recently 2018. Craig also was recognized by Forbes Best-in-State Wealth Advisors list in 2019. Craig holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations as well as the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. Craig also holds all the relevant general securities registrations and insurance licenses.
Craig and his wife Angelia have two children (Nicholas and Lucas) and reside in Brookhaven, Georgia. He enjoys playing ice hockey, swimming, hiking, volunteering for animal rescue groups and coaching youth sports. Within the local community Craig has previously served on many board positions, most recently the Board of Directors for Learning on the Log, a nonprofit organization for children with a focus on supporting and growing social skills. He also previously served on the Corporate Leadership Council for the Fernbank Museum of Natural History and as a host committee member for the Partnership Against Domestic Violence.
Emily is the Chief Operating Officer for Regent Peak Wealth Advisors, serving as the initial point of contact for our clients while managing daily operations for the team. As part of a team that prides itself on its collective efforts to deliver optimal results for its clients, Emily focuses on delivering high-level service by cultivating genuine relationships with our families. She is a proud founding member of Regent Peak, as it allows the team the needed autonomy to best serve clients.
She has more than a decade of experience in customer relations, operations and leadership roles in regional and national consumer-banking organizations.
Emily and her high-school sweetheart, Kyle, are natives of Maine. Greater opportunities, along with the desire to enjoy warmer weather, brought them to Atlanta in 2014. They reside with their daughters, Nora and Clara, and dogs, Martha and Dale, in Smyrna, Georgia. Emily enjoys spending quality time with family, traveling, New England Patriots football, hiking and experiencing local breweries. She is a longtime supporter of two Maine-based non-profit organizations: Spruce Run, a domestic-violence advocacy group, and Responsible Pet Care, an animal-rescue organization and shelter.
If there are two things that drive Kevin in his professional career, they are building and cultivating relationships and a passion for finance, capital markets and economics. Kevin has found the perfect marriage of these elements as the Chief Financial Officer with Regent Peak Wealth Advisors.
After graduating from Wake Forest University in 2002 with a degree in Finance, Kevin began his career with Merrill Lynch, which is where he spent his first 16 years, the last 5 of which as a member of Robson & Associates. In 2019, he joined Craig as Regent Peak was founded. What excited Kevin most about Regent Peak was their vision of an environment where they could partner with clients with full autonomy to provide advice and guidance, not constrained by a set of policies designed to protect the interests of a large corporation over the families that it served.
In this role as Chief Financial Officer, Kevin is primarily responsible for managing a subset of relationships for Regent Peak. He works closely with these families to understand their priorities and goals as well as their concerns. With those inputs in mind, Kevin works to layout a path to accomplishing those goals in the most efficient way possible. Whether it be planning for education, income protection, a realistic look at retirement or leveraging debt responsibly, there are many ways to accomplish one’s goals, but it’s Kevin’s objective to identify the solutions that align best with a family’s particular set of circumstances. Kevin holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
Kevin lives in Atlanta with his wife, two daughters and son. When not working, he enjoys time with his family and is an avid golfer and runner. He also serves as Chairman of the Associate Board for the Atlanta Chapter of Back on My Feet, a nonprofit organization that uses running and community as catalysts to help those experiencing homelessness to make meaningful life change.