Longview Wealth Management

Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.

John Hayes is a financial advisor at LongView Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including M. S. Howells & Co and Cambridge Investment Research. Outside of advisory work, he serves as Chairperson for the Finance Committee at Madison First United Methodist Church. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis, utilizing mutual funds, ETFs, stocks, and bonds through various program structures and custodians.

Kris Dwyer is a CFP® with 43 years of industry experience and is affiliated with LongView Wealth Management in Atlanta, GA. He has worked at LongView Wealth Management since 2005 and previously spent 15 years at Cambridge Investment Research, Inc. Dwyer also serves as the stewardship chair for Inman Park United Methodist Church. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension and business clients, providing portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs a combination of economic, fundamental, and technical analysis and utilizes various investment vehicles through multiple program structures and custodians.

Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, with three years of industry experience. He holds a Series 66 license and previously worked at Novogradac & Company LLP for 17 years as a partner supervising financial statement audits and tax preparation services. In addition to his advisory role, he owns and operates Durden Tax & Advisory Services, providing tax preparation and consulting for individuals. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering discretionary and non-discretionary portfolio management along with specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis to implement portfolios using mutual funds, ETFs, stocks, and bonds, and manages over $1.1 billion in assets.

Joel Greenway is a financial advisor at LongView Wealth Management in Madison, GA, with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Bank of Madison. Outside of advisory roles, he is also an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients with portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis and offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, stocks, and bonds through multiple program structures and custodians.

Sara Mcintosh is a CFP® with 13 years of experience in financial planning and portfolio management. She has worked at Longview Wealth Management since 2012 and is currently affiliated with M. S. Howells & Co. in Atlanta, GA. In addition to her advisory roles, she holds a life insurance license and dedicates time monthly to insurance activities. Longview Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and business clients, offering a range of portfolio management and financial planning services. The firm uses economic, fundamental, and technical analysis to manage portfolios through various investment vehicles and collaborates with third-party managers and custodians to tailor strategies to client goals.

Larry Fisher is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and 42 years of industry experience. He has worked at LongView Wealth Management since 2005 and also has experience with Cambridge Investment Research, Inc. and M. S. Howells & Co. Additionally, he is an independent insurance agent for various independent insurance companies. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm provides portfolio management, financial planning, divorce financial consulting, and access to third-party managed programs, using economic, fundamental, and technical analysis to implement diversified investment strategies.

Michael Mckay is a CFP® professional with 22 years of industry experience, currently serving at Longview Wealth Management in Columbus, GA. He has worked at Cambridge Investment Research, Inc. for 15 years and has been with Longview Wealth Management since 2005. In addition to his advisory role, he serves as president of MBM Investments Inc., which manages office expenses and tax liabilities. Longview Wealth Management serves individuals, pension and profit-sharing plans, and business clients with a range of portfolio management and financial planning services. The firm utilizes economic, fundamental, and technical analysis to manage portfolios through mutual funds, ETFs, stocks, and bonds, and offers specialist services such as divorce financial consulting.

Jessica Engebretsen is a CFP® certified financial advisor with 14 years of industry experience. She has worked at Longview Wealth Management since 2011 and previously spent 11 years at Cambridge Investment Research, Inc. Longview Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm offers portfolio management, financial planning, divorce financial consulting, and access to third-party managed programs, employing a combination of economic, fundamental, and technical analysis across various investment vehicles.

Jennifer Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2007. She previously worked with Cambridge Investment Research for 15 years. Stewart holds board roles with the Morgan County Foundation for Excellence in Public Education and the Northeast Georgia Regional Commission, and serves on the Georgia State School Superintendent Parent Advisory Council. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and businesses, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through multiple program structures and custodians.

Sarah Clayton is a CFP® with six years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2022. Prior to joining LongView, she worked at Cambridge Investment Research and FineLine Technologies. She also spent four years at the University of Georgia. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients, offering a range of portfolio management and financial planning services. The firm employs economic, fundamental, and technical analysis, utilizing mutual funds, ETFs, stocks, and bonds, and works with third-party managers to tailor investment strategies to client goals.