About

Our team firmly believes that sound financial planning should be rooted in a comprehensive, goals-oriented approach. We take the time to develop strong relationships with our clients in order to truly understand your goals and desires, tailoring solutions unique to you so that you can grow, protect, and preserve your wealth. We always strive to motivate and educate. Our team will listen first and coach second.

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Our Approach

Let’s face it – truly effective financial planning is not one-size-fits-all. That’s why our team is dedicated to providing a holistic, goals-oriented approach when creating financial strategies that are fit for everyday life. Through transparency, motivation, and education, we are able to build custom solutions to meet both your professional and personal financial objectives. This approach allows you to simplify your life, achieve your goals, and spend more time doing what’s most important to you.

Meet the Team

Ross Wyatt, CFBS

Ross Wyatt, CFBS

Partner

ross@piedmontwp.com

As founding member of Piedmont Wealth Partners, Ross Wyatt has over 12 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 representative.

He 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 the Wildwood neighborhood of Atlanta with their two sons, Holden and Benton.

Jeff Norris, CFBS

Jeff Norris, CFBS

Partner

jeff@piedmontwp.com

Jeff is a partner and founding member of Piedmont Wealth Partners. Jeff has over 13 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 in 2014, 2015, 2016, 2017, 2018 2019, 2020. Jeff holds the Certified Family Business Specialist designation (American College) and is a Certified Exit-Planning Advisor Designee (CEPA®) from Exit-Planning Institute.

Kira Schleicher

Kira Schleicher

Financial Planner | Director of Operations

kira@piedmontwp.com

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 active in Tulane’s local Alumni Association, recently serving on her 5-year Reunion Committee. She is also an active member of the Juvenile Diabetes Research Foundation’s Young Leadership Committee.

In her spare timeKira enjoys traveling with her husband, Drew. She loves spending time with friends and family, trying new foods, tennis, and other outdoor activities.

David Short

David Short

Investment Advisor Representative

david@piedmontwp.com

David has always strived to make a difference in his community and build lasting relationships along the way. He has dedicated his passion for financial planning to help others prepare for a brighter future and understand how to get there. With tailored strategies he provides the guidance and security to help others achieve their life goals.

The son of a small business owner, David has seen firsthand the work ethic required to achieve such a dream. 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, he knew a career as a financial advisor would allow him to help make a difference in his community. David currently resides in Cumming, Georgia where he helps individuals and families understand where they currently are, determine where they want to go, and walks alongside them with each step. David enjoys spending time with family, fishing, and taking swings on the golf course during the weekends. He is a member of Browns Bridge Community Church and visits the Humane Society of Forsyth County regularly.

Ian Davis

Ian Davis

Financial Professional

ian@piedmontwp.com

Ian is the latest member of Piedmont Wealth Partners. He graduated from Georgia State University, receiving a B.A. in History and a minor in Chinese Language & Culture. Though he originally began his professional career as a Graphic Designer in New York City, Ian worked with a variety of different products and clients. It was here that Ian quickly learned that he enjoyed working directly with people—creating solutions and executing plans in collaborative fashion.

Moving back to Georgia, Ian was eager and optimistic to change directions and get more involved through a client-facing role. Recalling his coursework dealing with Economic Systems of the Modern World, Ian began to seek a career in finance. His unique background has allowed him to relate to all types of individuals, helping them reach their financial goals and milestones.

Ian lives in Smyrna with his wife, Jacqueline. Together, they enjoy hiking and camping with their dog, Jerry. Ian is also an avid golfer and enjoys live music.

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Contact Us

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Piedmont Wealth Partners
309 East Paces Ferry Rd NE Unit 1000
Atlanta, GA 30305
  (404) 219-8552
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The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities, investment advisory and financial planning services are offered through qualified registered representatives of Arkadios Capital, Member of FINRA & SIPC ( www.sipc.org ). 309 East Paces Ferry Rd NE Unit 1000 Atlanta, GA 30305. (404) 219-8552. Piedmont Wealth Partners, LLC is not a subsidiary or affiliate of Arkadios Capital or its affiliated companies.
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