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 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 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 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 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 and was involved in that business until early 2008. In 2009 he co-founded, 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.

We have seen a lot of scenarios where estate planning can go wrong. Here's how you prevent family conflict with legacy planning. #legacyplanning #estateplanning #leavingalegacy

People receiving an inheritance often ask us if that inheritance will be taxed. In most cases, no, inheritances are not taxable. Watch this video to learn more! #inheritance #taxes #gifttax

Happy National 401(k) Day! 🎉 Consult with your financial advisor to make sure you're taking full advantage of your retirement plan.

#401kday #national401kday #401k #retirementplan #financialadvisor

Earlier this year, Georgia's Governor Kemp signed into legislation a requirement for high schoolers in Georgia to receive some sort of personal finance education starting in 2024. #financialeducation #governorkemp #financeeducation

On this episode the podcast, Casey is joined by Jared Knox, a local artist from Marietta, Georgia. He is also joined by Michaela Dowdy and Jason Waters, CFP®, Financial Planner and Marietta School Board Member to talk about financial literacy.