We Are Dedicated to Your Financial Success

Our guiding principles: Independent Advice, Uncompromising Integrity, Proactive Service. At SouthPark Capital, these aren’t just words, they’re our commitment. We’re more than financial advisors; we’re dedicated problem-solvers, anticipating your needs and relentlessly pursuing your goals. Our culture is about more than finances; it’s about laughter, learning, and living fully. Because we understand the importance of family and relationships. At SouthPark Capital, excellence isn’t just a goal—it’s who we are.

Meet Our Team of Dedicated Professionals

Our diverse team at SouthPark Capital brings a wealth of experience and expertise to guide you towards financial success. From seasoned Wealth Advisors to dedicated support staff, we’re committed to providing personalized solutions tailored to your unique goals and needs. With a focus on integrity, innovation, and proactive service, we’re here to empower you to make informed decisions and secure your financial future.

Iain Brackstone
Iain Brackstone
Atlanta Market Leader/Wealth Advisor

Iain began working with individual and institutional investors in 1992. Affiliating with SouthPark in 2012, he established the Private Wealth Group by conjoining two practices...

Janet Correll
Janet Correll
Wealth Advisor

Janet transitions from retail management, marketing, and community leadership to finance. With over thirty years in business, she's a trusted thought leader prioritizing exceptional client service...

Steve Grubner
Steve Grubner
Wealth Advisor

Steve has been in executive level management positions for more than thirty years, working primarily in small to midsize private and public companies. His positions have ranged from...

Michael Kearney
Michael Kearney
Wealth Advisor

Michael Kearney is an accomplished Wealth Advisor with South Park Capital, bringing over 15 years of experience in the financial industry. With a strong background as a Financial Consultant for...

Jon Hogan, Crpc™
Jon Hogan, CRPC™
Managing Partner
Jon began his career in the insurance industry first as an Agent for Combined Insurance and later as a Marketing Consultant for industry giant Financial Independence Group...
George Terlizzi
George Terlizzi
Founder

George has worked in business for more than thrity years as an entrepreneur, consultant, dealmaker, and executive for early and mid-­stage companies. He has substantial concentrations...

Suzanne Dunlap
Suzanne Dunlap
Vice President of Operations

Suzanne’s first role with SouthPark Capital was as “Director of First Impressions”. In this role Suzanne was most often that first voice you would hear when calling SouthPark Capital and the first...

Robin Terlizzi
Robin Terlizzi
Director Accounting & HR

Prior to joining SouthPark Capital Robin worked in the hospitality and insurance industries. During her tenure with Liberty Mutual Insurance she managed personal, workers compensation...

Beth Umbaugh
Beth Umbaugh
Atlanta Client Relations

Beth Umbaugh joined SouthPark Capital in 2015 as its Client Relations Administrator when Wise Path, LLC was integrated into the practice. Beth works closely with the clients coordinating...

Vicki Cerri
Vicki Cerri
Director of Operations

Vicki Cerri works in the Alpharetta office where she actively supports the back office operations for the entire firm. Vicki works closely with all staff and advisors in both Charlotte and Atlanta with a specific focus in operations...

Tonya Goodson
Tonya Goodson
Client Relations

Tonya is most often the first person you meet when entering the Charlotte office. She works closely with all staff and advisors to ensure client needs are met.  Her focus is on customer service and her desire is to make every...

Our Culture and Experience

Our Guiding Words:
Laugh • Learn • Live

At SouthPark Capital, our team cherishes the values that make our workplace fulfilling.

Since our beginnings, we’ve embraced the principles of Laugh, Learn, Live. Laughing while doing serious work fosters enjoyment and camaraderie among us. Learning through continuous improvement keeps us engaged and striving for excellence. Living with integrity in all we do reflects our commitment to honesty and sincerity.

Many of our early team members have risen to influential positions, leading us into new territories. Others have opted to remain in roles they love, embodying the essence of our firm in their everyday work. Advisors choose to join and integrate their practices with SouthPark Capital because of the culture of excellence they experience among their peers and the wide array of solutions available to clients.

New advisors are drawn to SouthPark Capital for its ability to attract the right clients and provide impactful solutions. They stay because they feel respected and can prioritize their clients above all else, trusting firm leadership to handle the business side of things.

WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We're delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Still have questions?

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