Christopher Peterson,
CFP®

Alek approaches wealth management as both an analytical discipline and a people-driven process, blending market insight with clear, practical communication. He enjoys helping clients understand not just what to do, but why it matters, so they can move forward with confidence.

Having always appreciated high functioning and orderly processes, Brandon is focused on helping families organize, coordinate, and implement their financial plan for the best outcome possible.

He focuses on providing high-quality client service through a personalized and detailed-oriented approach to wealth planning.

Dani aims to provide high-quality client service, pairing close attention to detail with innovative financial planning to support the goals of business owners, public-company executives and employees, and high-net-worth families. He specializes in helping clients navigate liquidity events, equity compensation, and multi-generational wealth strategies.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

Thomas is dedicated to helping clients recognize that thoughtful financial planning can create an impact far beyond their immediate needs.  He enjoys guiding individuals and families through the next steps of their financial journey, building meaningful relationships, and developing a deep understanding of each client’s unique goals and circumstances.

Tim is in financial services to help people—whether it’s by ensuring their peace of mind, maximizing every dollar to ensure clients’ goals are met, or figuring out complex solutions to problems. His primary focus is to consider the current and future allocation of assets strategy with the client’s risk profile and time horizon.