Our Team

Travis has over 20 years experience in the wealth management industry. As a CFA charterholder, Travis has deep expertise and a passion for the investment management side of the business. Prior to the acquisition of ACG Wealth by Mercer Advisors in 2021, Travis spent three years as ACG’s Chief Investment Officer. In this role, he was responsible for managing over $500 million in multiple equity and ETF strategies for ACG clients. Travis has also worked directly with individual clients and foundations for over 20 years as a Wealth Advisor and Investment Consultant. 

From 2000-2018, Travis worked as a senior portfolio manager and research analyst at Register Financial. In addition to working with clients, his role at Register included doing hands-on fundamental research on small cap companies, primarily in the Southeast. He met with hundreds of management teams across various industries which taught him the most important metrics to analyze in each industry.

During his time at Register, he was quoted in the Atlanta Journal-Constitution related to various local companies he followed. Travis received his CFA® charter in 2004 and has been a member of the CFA Society Atlanta since that time. He has also held the Series 7, 63, 86, and 87 licenses. He received his bachelor's degree in Psychology from the University of Texas at Austin. An Atlanta native, Travis currently resides in the North Buckhead area with his wife and two daughters.

Ryan has worked alongside individuals and families, helping them make better decisions about their wealth for the past 15 years. Two of the most important things he has learned in the wealth management business are the value in giving well-thought-out investment advice and the benefit of that advice being delivered from an advisor that works independently.

He believes both offer perspective on the gravity of an advisor’s relationship to a client’s long-term financial wellbeing but also more fully expresses an advisor’s commitment to doing what’s right for the client. Ryan brings both technical expertise and personal experience in understanding the wealth management business and how to best deliver meaningful solutions to clients.

Before starting Unified Investment Management with Travis, Ryan worked for Mercer Advisors for a little over a year via an acquisition of ACG Wealth where he had worked for 5 years. Prior to ACG wealth, Ryan worked as an advisor for 8 years at Fidelity Investments. He graduated from The Citadel with a Bachelor of Business Administration and later received a Master’s degree in Personal Financial Planning from Georgia State’s Robinson College of Business. Ryan currently resides in Roswell with his wife and three children. 

Aimee serves as the Operations Manager at Unified Investment Management, where she plays a pivotal role in managing our relationship with custodians, Fidelity and Schwab, to ensure all client needs are promptly and efficiently addressed. Her responsibilities encompass client onboarding, account maintenance, updates, cashiering, and handling diverse client requests.

With a 25-year tenure in the financial sector, Aimee's expertise covers various roles and organizations. She started her career as a Branch Manager at a community bank in Lawrenceville, GA, before transitioning into the investment world with positions at Merrill Lynch and UBS. In these roles, she honed her skills in client services and office operations as a Registered Assistant. Prior to joining Unified, Aimee worked at Register Financial Associates from 2005 to 2019, where she not only managed compliance oversight but also contributed significantly to other operational aspects of the firm.