Longview Wealth Management

Ralph Lancaster Jr. is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with Longview Wealth Management and M. S. Howells & Co. His work history includes roles at Cambridge Investment Research Inc. Ralph also serves as an independent insurance agent. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individual, pension, profit-sharing, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

John Hayes is a financial advisor with LongView Wealth Management in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at multiple firms including M. S. Howells & Co and Cambridge Investment Research, Inc. Hayes serves as Chairperson for the Finance Committee at Madison First United Methodist Church and is also an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets for individuals, pension and profit-sharing plans, and corporate clients. The firm offers a range of services including asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing both discretionary and non-discretionary approaches with a variety of investment vehicles.

Laurie Novotny is a financial advisor at LongView Wealth Management in Atlanta, GA, with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at LongView Wealth Management since 2017. Laurie is also associated with M.S. Howells & Co. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers a range of services including asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing a mix of mutual funds, ETFs, stocks, and bonds with both discretionary and non-discretionary account management.

Chason Mc Kay is a financial advisor at Longview Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining Longview, he worked at Aetna and Bright Event Productions and was a full-time student for four years. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets and serving individuals, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, divorce consulting, and access to third-party manager programs, using a blend of mutual funds, ETFs, stocks, bonds, and various analytical approaches in portfolio management.

Kris Dwyer is a CFP® with 44 years of experience in financial advising, currently with Longview Wealth Management in Atlanta, GA. He has worked at Longview since 2005 and has prior experience at Cambridge Investment Research and other firms. Outside of his advisory role, he serves as the stewardship chair at Inman Park United Methodist Church. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients, offering services such as asset management, financial planning, divorce consulting, and access to third-party manager programs.

Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Prior to joining LongView, he was a partner at Novogradac & Company LLP for 17 years, where he supervised and directed financial statement audits and tax preparation services. He also owns Durden Tax & Advisory Services, a tax preparation and consulting practice for individuals. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers a range of services including asset management, financial planning, divorce consulting, and access to third-party manager programs, employing both discretionary and non-discretionary account management approaches.

Joel Greenway is a financial advisor with LongView Wealth Management in Madison, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, and Bank of Madison. In addition to his advisory work, Greenway is an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

Sara Mcintosh is a CFP®-certified financial advisor with 13 years of industry experience, currently serving clients at LongView Wealth Management in Atlanta, GA. She has worked at LongView since 2012, with concurrent experience at Cambridge Investment Research and M. S. Howells & Co. Mcintosh is also licensed as a life insurance agent, dedicating limited time to that role alongside her advisory work. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets and serving individuals, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, divorce consulting, and access to third-party manager programs, using a variety of investment vehicles and analytical approaches.

Larry Fisher Jr. is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and over 42 years of industry experience. He has been with LongView Wealth Management since 2005 and previously worked at Cambridge Investment Research, Inc. Fisher is also an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers asset management, financial planning, divorce consulting, and access to third-party manager programs, utilizing mutual funds, ETFs, stocks, and bonds with an approach that includes economic, fundamental, and technical analysis.

Michael Mckay is a CFP®-designated financial advisor with Longview Wealth Management in Columbus, GA, bringing 23 years of industry experience. He has worked at Longview Wealth Management since 2005 and previously spent 15 years with Cambridge Investment Research, Inc. In addition to his advisory role, Mckay serves as a compensation consultant at Longview Wealth Management. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering services including financial planning, asset management, divorce consulting, and access to third-party manager programs.

Jessica Engebretsen is a CFP® professional with 15 years of industry experience, currently serving at LongView Wealth Management in Atlanta, GA. She has worked at LongView Wealth Management since 2011 and was previously with Cambridge Investment Research, Inc. for 11 years. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, and corporate clients, offering services such as financial planning, asset management, divorce consulting, and access to third-party manager programs.

Jennifer Stewart is a CFP® and Series 66 certified advisor with Longview Wealth Management in Atlanta, GA, where she has worked since 2007. She has 21 years of industry experience, including 15 years at Cambridge Investment Research. Stewart serves on several education-related boards and committees, including the Morgan County Foundation for Excellence in Public Education and the Georgia State School Superintendent Parent Advisory Council. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension plans, and corporate clients. The firm provides comprehensive financial planning, asset management, divorce consulting, and third-party manager programs, employing a range of investment strategies that include mutual funds, ETFs, stocks, and bonds.

Sarah Clayton is a CFP® professional with seven years of experience in financial advising. She is currently with LongView Wealth Management and has previously worked at M.S. Howells & Co., Cambridge Investment Research, and FineLine Technologies. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans and corporate clients, offering services such as asset management, financial planning, divorce consulting, and third-party manager programs.