Atlanta, GA Office

Stetson Ponder is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Cahaba Wealth Management, he worked in education at Oxford Middle School and Oxford High School and attended the University of Alabama. Cahaba Wealth Management is a multi-advisor firm managing approximately $1.64 billion for individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, utilizing long-term cash-flow projections and risk assessments to guide investment strategies primarily through mutual funds and ETFs, with periodic rebalancing and performance reviews.

Charlotte Disley is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Cahaba Wealth Management since 2022 and previously held positions at Global Payments and Oglethorpe University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using long-term cash-flow projections and formal risk assessments to guide investment strategies primarily involving mutual funds and ETFs.

Louis Williams is a CFP® with eight years of experience in the financial services industry. He has worked at Cahaba Wealth Management, Inc. since 2018 and was previously employed at PricewaterhouseCoopers from 2016 to 2018. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm emphasizes individualized investment plans, continuous portfolio oversight, and incorporates alternative strategies alongside traditional assets while utilizing AI tools for operational tasks.

Christopher Conkell is a CFP® professional with 11 years of industry experience, currently serving at Cahaba Wealth Management, Inc. He has been with Cahaba Wealth Management for 15 years. Outside of his advisory role, Conkell is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a team approach to build individualized plans with ongoing monitoring and incorporates alternative strategies when suitable.

Crawford Asman is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Cahaba Wealth Management, Inc., where he has worked since 2019. His prior roles include positions at Morgan Stanley and California Renewable Energy. Outside of his advisory work, he is an active top-rated seller on eBay, managing the sale of collectibles and other items. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans, ongoing portfolio oversight, and incorporates alternative strategies alongside traditional assets.

Brian O'Neill is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Cahaba Wealth Management, Inc. since 2009. He has been involved with Creative since 1996 and is a passive investment partner in Black Dog, LLC, a restaurant and retail alcohol business. Additionally, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and ongoing portfolio management, utilizing long-term cash-flow projections and formal risk-tolerance assessments to guide investment recommendations.

Andrew Smith is a financial advisor at Cahaba Wealth Management, Inc. in Atlanta, GA, holding a Series 65 designation with industry experience beginning in 2014. His prior roles include positions at Wealth Enhancement Group, The Investment Counsel Company, and BlackRock. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm emphasizes individualized investment plans and continuous monitoring, incorporating alternative strategies and AI tools for operational purposes.

George Wideman is a CFP® with 25 years of industry experience and has been with Cahaba Wealth Management, Inc. since 2012. He holds a Series 63 license and is based in Nashville, TN. Outside of his advisory role, he is a partner in Artist Clarity, Inc., a business management firm. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for around 850 clients, including individuals, high-net-worth clients, and trusts. The firm offers comprehensive financial planning and portfolio management, utilizing a disciplined investment process based on long-term cash-flow projections and formal risk assessments.