Sharon Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and 45 years of industry experience. She has worked at Carlyle Wealth Planning since 1988 and was with The Strategic Financial Alliance from 2016 to 2026. Outside of advising, she is involved in fixed insurance sales through Dempsey & Assoc. Inc. Carlyle Wealth Planning provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning with a small client roster, advising on a broad range of investments and recommending third-party portfolio managers when appropriate.

David Budnik is a financial advisor with Carlyle Wealth Planning in Atlanta, GA, holding a Series 63 designation and 19 years of industry experience. He also works as a CPA providing tax return preparation services. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, and various institutional entities. The firm focuses on non-discretionary planning and serves a small client base, advising on a wide range of investments while not directly managing client assets.

Alan Anderson is a CFP® and holds a Series 66 license, with 18 years of experience in financial advising. He has been with Carlyle Wealth Planning since 2009 and also has a decade of experience at The Strategic Financial Alliance, Inc. Outside of his advisory role, he is involved in insurance sales and provides Medicare advice through affiliated agencies. Carlyle Wealth Planning offers comprehensive financial planning and advisory services to individuals, high-net-worth clients, corporate plans, trusts, estates, and charitable organizations. The firm focuses on non-discretionary, in-depth planning and serves a small client roster, advising on a broad array of investment types, including alternative and direct investment programs.