Alpharetta, GA Bluegrass Valley Pkwy. Office

Kimberly Scouller is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She has worked with multiple firms, including WealthWave Media, LLC and Plan Choice, Inc., and serves as an attorney through her own practice, Jade Law Offices of Kim Scouller. Additionally, she is a board member of the Atlanta Neuroscience Institute and is involved in financial literacy education through How Money Works, LLC and WealthWave Media, LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, with regulatory assets under management of approximately $1.7 billion.

Steven Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. His work history includes roles at WealthWave, Assurant Health, and other financial services firms. Miller is also president of his own non-investment related business, Steven A Miller LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program choices.

Janet Baskinger is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials. She joined Transamerica in 2026 and previously worked for Siemens Corporation for 23 years. Outside of Transamerica, she is involved with the Heartland Institute of Financial Education and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with a combination of discretionary and non-discretionary program options.

Taeook Kwon is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alexander Almand & Bangs, LLP and Tech Gear USA, Inc. Kwon is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Thomas Mathews Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. In addition to his advisory role, he is an author and manages several business ventures focused on financial education and media, including Wealthwave Media LLC and How Money Works LLC. He has authored the book How Money Works and is involved in creating financial literacy materials. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, providing discretionary and non-discretionary investment solutions.

David Wright is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms including Davis Insurance Services, General Mortgage Capital Corporation, and Options Mortgage Services. Outside of advising, he owns RePlay Arcade, LLC, a pinball arcade business. Transamerica Financial Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm delivers investment advisory and brokerage services primarily through model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Yan Liu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include work with LSPN Pro, LLC and Next Health Plan. Outside of his advisory work, he is involved with Maxicome, Inc., a cultural exchange company coordinating travel and educational arrangements for students and visitors between China and the U.S. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, catering to a range of investment program preferences.

Mehrnaz Mendoza is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Additionally, she refers clients interested in estate planning to an online platform, Netlaw, and assists clients with health insurance needs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach with third-party managers and offers multiple program platforms such as Transamerica ONE and TFA365.

Patrick Mcardle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in other ventures including online legal services with Net Law and real estate referral through the Dinsmore Group. Additionally, he serves on the finance committee at Our Lady of the Mountains Roman Catholic Church. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm operates through a large advisor network using model portfolios and third-party managers, delivering services via multiple program platforms including Transamerica ONE and TFA365.

Fuxiao Su is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His background includes roles with multiple health insurance providers, including Ambetter, Humana, Kaiser Permanente, and Blue Cross Blue Shield of Georgia. Outside of financial advising, he is involved in real estate through ownership and operation of All Trust Realty Inc. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with options for discretionary and non-discretionary management.

Bryan Linder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at firms such as NewLaw, Inter Vivos, and New Era Life Insurance Companies. He is also involved in a side business, Linder Legacy Group, LLC, and acts as a referral source for clients seeking assistance with wills, trusts, and estate plans. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products.

Angela Mccart is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 36 years of industry experience. She has held various roles in media, marketing, and operational management at firms including WealthWave Media, Heart Media, and Netlaw. Her activities include assisting in the creation and editing of financial literacy education and marketing materials. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers for portfolio implementation and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Joshua Byrne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with BK Tool & Design, a metal fabrication and tooling business. Byrne engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm employs a model portfolio approach with execution and discretionary authority often held by third-party managers, and it operates an integrated retirement plan ecosystem with affiliated entities.

Carl Kennedy is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience operating Kennedy & Associates since 1995. Kennedy is also involved with a rental business, Kennedy Rental, since 2007. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Joyce Ghu is a financial advisor with Transamerica Financial Advisors in Alpharetta, GA, holding Series 66 and Series 63 licenses and 12 years of industry experience. She is managing partner at Best Accounting & Tax Solutions LLC and serves as treasurer for Virtues of Aging Professionals Inc, a nonprofit organization. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.