Kimberly Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA, holding a Series 65 designation and five years of industry experience. Before joining Michael L. Ball, CPA, LLC in 2021, she worked at Commoneo, LLC and The Coca-Cola Company. Ball Wealth Management serves individual clients, including high-net-worth individuals, as well as corporations and other businesses. The firm offers discretionary portfolio management, financial planning, and tax preparation services, utilizing a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory and primarily employing passively managed mutual funds and ETFs.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

Michael Ball is a financial advisor with Michael L. Ball, CPA, LLC in Atlanta, GA. He holds a Series 65 designation and has 11 years of industry experience. He has been with his current firm, a CPA/accounting practice, since 1999. Michael L. Ball, CPA, LLC provides investment advisory and portfolio management services primarily to individuals, high-net-worth individuals, and business clients. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and written investment policy statements. It also offers financial planning consulting and tax preparation services.