Sarah Lee is a financial advisor at Holcombe Financial, Inc. with nine years of industry experience, including two years at Balentine LLC. She holds the Series 63 and Series 65 designations. Holcombe Financial provides financial planning, discretionary portfolio management, general consulting, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm combines long-term passive asset allocation with selective active strategies and manages multiple affiliated private funds focused on income and real estate.

Alexander Johnson is a Series 65-licensed financial advisor at Holcombe Financial, Inc. with one year of industry experience. Prior to joining Holcombe Financial, he worked at Reicon Capital and Fusion Connect, and has experience at The University of Georgia and in the food service industry. Holcombe Financial provides financial planning, discretionary portfolio management, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm combines long-term, buy-and-hold passive asset allocation with selective active management and serves both individual clients and affiliated private funds focused on income and real estate strategies.

Russell Holcombe is a CFP® professional with 21 years of industry experience. He has been with Holcombe Financial, Inc. since 2003 and serves as one of three advisors at the firm. Outside of his advisory role, he is a licensed real estate broker involved in non-investment-related real estate activities. Holcombe Financial provides financial planning, discretionary portfolio management, consulting, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm manages accounts primarily on a discretionary basis and is notable for its management of multiple affiliated private funds focused on income and real estate strategies.