Ross Wyatt, CFBS

Partner

As founding member of Piedmont Wealth Partners, Ross Wyatt has over 15 years of financial planning experience. Ross has been recognized by NAIFA Atlanta as one of the Top Advisors Under 40 in 2014, 2016, 2017, 2018, and 2019. The primary focus of his practice is helping individuals, families and business owners reach their financial goals.

Ross is a native of Atlanta and attended The University of Georgia where he majored in Consumer Economics. Upon graduating, Ross began his career in finance as a commercial lender with Bank of North Georgia. After 3 years in banking, Ross realized his passion for goals-based planning and began his career as a financial advisor. He also holds the Certified Family Business Specialist designation (American College).

Ross is a member of The Piedmont Driving Club and is an active member of several local community and non-profit organizations. He and his wife, Emily, live in North Buckhead with their two sons, Holden and Benton.

Jeff Norris, CFBS

Partner

Jeff is a partner and founding member of Piedmont Wealth Partners. Jeff has over 15 years of experience working with both individual and corporate clients of the firm. He specializes in providing clients with integrated solutions regarding business planning, executive benefits strategies, estate planning, and insurance. He has served as a member of NAIFA where he obtained the award for Top 40 Under 40 from 2014 – 2020.

Jeff holds the Certified Family Business Specialist designation (American College), Certified Exit-Planning Advisor Designee (CEPA®) from Exit-Planning Institute and Certified Plan Fiduciary Advisor (CPFA®) for employer sponsored plans.

Kira Dennis

Director of Financial Planning

Kira joined Piedmont Wealth Partners in 2018. She is a proud alumnus of Tulane University, where she received a Bachelor’s Degree in Finance and a Master in Accounting. Kira began her career in public accounting with Grant Thornton as an Audit Senior Associate. Eager to return to her finance background and directly impact client’s financial wellness, Kira became a financial advisor.Kira works diligently to provide comprehensive financial planning and elite service to our clients. Kira also serves as Director of Operations for the team.

Kira was raised in Baton Rouge, Louisiana, but she has proudly called Atlanta home since 2013. Kira is an active member of the Juvenile Diabetes Research Foundation’s Young Leadership Committee.

In her spare time, Kira enjoys traveling with her husband, Drew. She loves spending time with friends and family, pickleball, tennis, gardening, and other outdoor activities.

David Short

Director of Wealth Management

David is a dedicated financial advisor and portfolio manager. His journey started at the University of West Georgia where his passion for finance and economics took shape. Upon attaining a BBA in the two disciplines, David knew a career in financial services would allow him to directly help people in his community. He believes that a thoughtful, strategic approach can provide peace of mind- not just in finances, but in life. He specializes in guiding people through key financial decisions, from retirement planning and investments to securing their future with the right insurance coverage.

Beyond his work, David enjoys spending time on the golf course or casting a line on the lake. He understands the importance of balance- both in life and in financial planning- and applies that same philosophy to his approach. Just as a successful fishing trip requires patience and precision, building a strong financial future demands careful planning and the right tools.

David takes the time to listen, understand his clients’ goals, and develop tailored strategies to meet their specific needs. He is committed to helping individuals and families secure the future they envision- while making sure they enjoy the journey along the way. David currently resides in Cumming, Georgia with his fiancée, Mavin.