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Desmond B
CFP®, CFA®, Series 66
Alpharetta, GA
Power Wealth Management
Desmond Blue is a Wealth Management Advisor with eight years of experience in financial advising. Prior to his career in finance, he played professional basketball across five continents, an experience that informs his disciplined and long-term approach to wealth management. He specializes in addressing the complexities that arise as clients' income and financial situations grow, particularly for business owners, athletes, and high-achieving individuals. His expertise includes investment strategy, tax-aware planning, business exit and liquidity events, and estate and legacy planning services. Desmond holds a Bachelor of Science in Business Administration from Lee University and an MBA from Liberty University. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is affiliated with the Cherokee Chamber of Commerce. Outside of his professional work, Desmond resides in Canton, GA with his wife, Jill. He is involved in community organizations such as City Takers, City of Refuge, and Heartbound Ministries. In his personal time, he enjoys baseball, football, music, reading, traveling, watching movies, training youth in basketball, and attending Crossover ATL church.
Matthew L
Series 63, Series 66
Alpharetta, GA
Power Wealth Management
Matthew Lambert is a financial advisor at Power Wealth Management in Alpharetta, GA, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Since 2015, he has been licensed as an independent insurance agent and is associated with Power Protection Strategies, LLC, an insurance agency. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and financial planning. The firm manages roughly $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.
Brett P
CFP®, CFA®, Series 66
Alpharetta, GA
Power Wealth Management
Brett Power is a CFP® and CFA® with 18 years of industry experience. He is a founding member of Power Wealth Management, where he has worked since 2021. Prior to that, he held roles at Fidelity and Kestra, among other firms. Outside of advisory work, he is involved in insurance through ownership in related entities and provides consulting services with My Retirement Workshops. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, as well as non-discretionary retirement plan consulting and participant education. The firm manages approximately $430 million in discretionary assets and employs a team of seven advisors.
Ian R
CFP®, Series 63, Series 65
Virginia Beach, VA
Power Wealth Management
Ian Rivero is a CFP®-designated financial advisor at Power Wealth Management with 14 years of industry experience. He previously worked at Calamos Wealth Management LLC and Baker Avenue Asset Management LP. Outside of advisory work, Mr. Rivero is involved in retirement workshop consulting through My Retirement Workshops, LLC. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, standalone financial planning, and retirement plan consulting. The firm manages approximately $430 million in discretionary assets across about 250 client relationships.
Jordan P
Series 66
Tyler, TX
Power Wealth Management
Jordan Pedron is a financial advisor with Power Wealth Management in Tyler, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Fidelity Brokerage Services, and Claro Advisors. Outside of advising, he owns Saleside, LLC, a technical dashboard development company. Power Wealth Management serves individuals, estates, and trusts with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.
Pamela T
Series 65
Alpharetta, GA
Power Wealth Management
Pamela Tate is a Series 65 licensed financial advisor with Power Wealth Management in Alpharetta, GA, and has four years of industry experience. Prior to joining Power Wealth Management, she worked at T3 Trading Group, LLC and was self-employed. She is also a licensed insurance agent associated with Power Protection Strategies, LLC, spending up to 10% of her time on insurance-related activities. Power Wealth Management serves individuals, estates, and trusts with wealth management, discretionary portfolio management, and financial planning, managing approximately $430 million in discretionary assets across about 250 client relationships with a team of seven advisors. The firm employs a disciplined investment approach guided by its Investment Committee and offers educational workshops and retirement-plan participant seminars.
Christine K
Series 66
Alpharetta, GA
Power Wealth Management
Christine Kopin is a Series 66-licensed financial advisor at Power Wealth Management with four years of industry experience. She previously worked at Morgan Stanley and E*TRADE in various roles. Outside of finance, she engages in freelance fashion, portrait, and bridal illustration. Power Wealth Management serves individuals, estates, and trusts by providing holistic wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets through a team of seven advisors and offers educational workshops and retirement-plan consulting.
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