Advisory Board

The Wiser Wealth Management Advisory Board is made up of both clients and non-clients from different industries. The Board assists Wiser in its long-term planning and business strategies.

ALAN BRIDGES

Alan recently retired from Coca-Cola where he was  the Director of Trade Spend Optimization. He has 20+ years in consumer goods sales and marketing, primarily soft drinks. Alan is a Graduate of Berry College, Rome GA and now serves on the Berry College Board of Visitors and the Student Run Enterprises Advisory Council.

JAMES EUBANKS

James Eubanks is the President of Wharton Management, the property manager for commercial real estate on the Marietta Square and surrounding areas. He has two Mechanical Engineering degrees: a Bachelor of Science from Rice University and a Master of Science from Stanford University. James worked as a Product Development Engineer at Ford Motor Company in Dearborn, MI, and as a Business Systems and Integration Consultant at Accenture in Chicago, IL. He and wife, Julie, have three children. James is on the Board of Trustees for First United Methodist Church Marietta. He is also a member of the Downtown Marietta Development Authority and President nominee of the Marietta Rotary Club.

DAYNA REED

Dayna Reed is currently an Adjunct Lecturer of Marketing at Kennesaw State University. Prior to KSU, Dayna spent ten years at RaceTrac leading their Marketing efforts.  Prior to her work with RaceTrac, Dayna was a Brand Manager for Russell Athletic and a Sales Manager at In Zone Brands. Dayna volunteers as an Everybody Wins Mentor in Atlanta. An avid runner, Dayna has completed the NYC Marathon. She earned her BS is Marketing from Clemson University and her MBA from the University of Georgia. Dayna and her husband live in Marietta, GA.

ROBERT SWARTHOUT

Robert Swarthout is a 2004 graduate of Berry College where he holds a B.S. in Computer Science with a business minor. Upon graduation, he co-founded PaperBackSwap.com and was involved in that business until early 2008. In 2009 he co-founded ShootProof.com, a SaaS platform that is focused on providing a sales and gallery platform for wedding and portrait photographers.

He has a passion for helping entrepreneurs think through and start their own businesses. He volunteers his time as part of the Berry College Board of Visitors and other on-campus student entrepreneurship events.  In his free time, he enjoys spending time with his wife, their two dogs, playing golf and discovering new restaurants around Atlanta where he lives today.

Recent Tweets

Randy Hargett of Capstone LTC Advisors joins Casey Smith on the podcast to discuss long-term care insurance. The two discuss the various types of insurance policies & how a financial plan helps determine how much insurance you truly need. #longtermcare https://conta.cc/2RQ9saL

Should you react to market volatility around election time? Casey Smith provides advice in today's blog. https://conta.cc/2RL4V9k

We spend a lot of time worrying about running out of cash in retirement. You might be surprised to see some of the things you'll find yourself spending less on in your golden years. https://conta.cc/2RGaBl6

Attorney Anthony Kirkland joins the #podcast this week to discuss #Medicaid, #Medicare and nursing homes. Anthony has been practicing law for 38 years and focuses on the areas of #elder law, estate planning, #probate and #estate administration. https://conta.cc/3hBxkcv

Attorney Anthony Kirkland joins the Wiser Roundtable #podcast this week to discuss how to qualify for #medicaid. The episode comes out TOMORROW! You can listen on Apple Podcasts or your favorite listening app.

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