Our Staff

Len has been practicing law for over thirty years with a primary focus in trust and estate law, and was one of the first attorneys in Georgia to recognize the special needs of our aging population by becoming involved in a newly recognized area of the law known as Elder Law.  He was one of the early members of the National Academy of Elder Law Attorneys.  He is also a member of the American Bar Association, the Georgia State Bar Association and the Atlanta Bar Association.  In addition, Len is a member of the Cobb County Estate Planning Council, the Georgia Elder Care Network and the Cobb Justice Foundation. Len also serves on the Professional Advisory Board of “Operation Homefront,” which is dedicated to providing assistance to the families of deployed service members fighting the war on terrorism.

Len has had a lifelong personal interest in the financial markets, initially from a personal and family perspective.  Beginning in 1983, he began the process of taking the professional courses necessary to formalize this interest, and now is fully licensed as a Registered Representative, General Securities Principal and General Municipal Principal, all registered with Raymond James Financial Services (member NASD/SIPC). In addition, he holds the Registered Investment Advisor Representative license, registered with both Raymond James and Magellan Wealth Management, Inc.

On the personal side, Len is a Viet Nam veteran, serving in the U. S. Army until honorably discharged in 1968.  Len has one daughter, Cody, who graduated from the University of Georgia and earned a graduate degree at the University of Colorado.  She is a schoolteacher in Asheville, North Carolina, and made Len a grandfather for the first time in February of ‘07.  Len and his wife Anita, who recently retired after thirty years with BellSouth, live in Indian Hills in Marietta.

Kevin graduated from Georgia State University College of Law, focusing on estate planning and trust law.  In addition, upon completion of required studies and a national two-day board examination, he earned the designation of Certified Financial Planner (CFP™).   Kevin has continued his life-long process of education and has also earned the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania.  Kevin has passed all required exams, and kept up required continuing education classes to hold General Securities Principal and Registered Representative licenses registered with Raymond James Financial Services (member NASD/SIPC). He also has achieved the Registered Investment Advisor Representative license, under which he is registered with both Raymond James and MWM, Inc. He is a member of the American Bar Association, the Georgia State Bar Association and the Atlanta Bar Association.

On a personal note, Kevin has played drums since age 5, picked up trumpet at age 13, and guitar at age 33.  An avid animal lover, Kevin donates some of his time and money to the Atlanta Humane Society, Noah’s Wish, PAWS, and Fur-Kids.  He also currently serves on the President’s Advisory Council of Oglethorpe University, and is active in Oglethorpe’s Alumni committees.  Kevin served as an instructor at Emory University’s Center for Lifelong Learning in Fall, 2006.

Kevin and his wife Gui, a native of Brazil, live in Dunwoody.