ATLANTA, Georgia – Brightworth Wealth Advisor, Charlie Jordan, CFP® and Director of Operations, Sherry Hodor, CFP® have become Partners at the fee-only wealth management firm.
“Charlie and Sherry both play a key role in maintaining a very high level of operational efficiency at Brightworth,” said Ray Padron, President, and COO of Brightworth. “We can’t say enough about their professional performance and personal fit with the Brightworth family.”
Jordan is a Wealth Advisor at Brightworth and provides comprehensive investment and life planning counsel to the firm’s high net worth individuals and families. His passion is helping his clients find purpose and fulfillment through their generosity by integrating philanthropic and wealth strategies. He is a graduate of the University of Florida and a CERTIFIED FINANCIAL PLANNER® practitioner. Charlie joined Brightworth in 2008 and was promoted to Wealth Advisor in 2011.
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Hodor joined Brightworth in 1995 as a financial planner and now serves as the firm’s Chief Compliance Officer and Director of Operations. She is responsible for overseeing the firm’s SEC compliance program, as well as managing the firm’s accounting and human resources areas. Sherry graduated with high honors from the Georgia Institute of Technology and has a Masters in business Administration from Georgia State University. She has 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER® practitioner.
About Brightworth
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Brightworth (www.brightworth.com) is an independent, fee-only wealth management firm that serves entrepreneurs and high net worth families and individuals. The firm in located in Atlanta, Georgia and has over 400 clients in approximately 30 states.
# # #Contact:
Michele Richardson | 404.760-9000 michele.richardson@brightworth.com