J. Preston Byers II, CPA, CFP®

Christopher Cosenza CFP®

Dana M. Pierce, CFP® AAMS®

Gary W. Webster, CFP®

Lisa A. Davenport

Jackie Gibson

J. Preston Byers II, CPA, CFP®
President
pbyers@clearbridgewealth.com

Preston is the President and Founder of ClearBridge Wealth Management. He is a Certified Financial Planner™ and a Certified Public Accountant. He has over eighteen years of experience and expertise in the financial planning and investment industry providing sound advice to individuals, families, and small businesses. Preston specializes in the areas of investments, income tax planning, estate and gift planning, retirement planning, and charitable gifting strategies.

Prior to founding ClearBridge, Preston was a Senior Vice President at one of Atlanta’s oldest private wealth management firms. In addition to his portfolio management duties, he was responsible for developing, implementing, and monitoring complex financial plans for high net worth individuals and closely held businesses. Preston spent seven years with the consulting firms Ernst & Young, LLP. and Deloitte & Touche, LLP. He was responsible for managing Ernst & Young’s “Wealth Management Practice” and was a Financial Consultant for Deloitte & Touche.

Preston received his CPA designation in 1991. He is a member of the Financial Planning and Tax Sections of the American Institute of Certified Public Accountants and a member of the Georgia Society of CPA’s. He is also a member of the Georgia chapter of the Financial Planning Association. He has an Accounting and a Business Administration degree from Furman University, and a Masters of Taxation from the University of Georgia.

Mr. Byers is a highly sought after speaker and educator, having addressed many corporate, professional, and social organizations regarding the need for comprehensive financial planning and investment strategies. Preston and his wife Natalie live in Dunwoody, Georgia and have three children Taylor, Trey and Lawson.

Christopher Cosenza CFP®
Principal
chris@clearbridgewealth.com

Ask us about and view the CLEARBRIDGE WEALTH MANAGEMENT SYSTEM Video Presentation.

Chris, a Principal with ClearBridge Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ with over fifteen years of experience and expertise in the financial planning and investment industry. Chris primarily works with high net worth individuals and families helping them coordinate all aspects of their financial lives, including but not limited to investments services, risk management, estate and gift planning, retirement planning, and insurance.

Prior to joining ClearBridge, Chris was the President and founder of Cosenza Wealth Management Inc., an independent Wealth Management firm located in Atlanta, Georgia. Chris was responsible for all portfolio management and investment decisions. In addition, he also designed and implemented the firm’s financial planning process.

Before forming Cosenza Wealth Management, Chris was a member of the Portfolio Management Group of Smith Barney in Manhattan, New York. In addition, he spent six years with the investment firm, AXA Advisors as a Regional Vice President. There he achieved company appointed certifications as an Estate Planning Specialist, and Executive Benefits Specialist.

Chris is originally from Long Island, New York. He graduated with a Business Administration degree with a concentration in Finance and a minor in Sport Science from the University of Richmond. He is also member of the Financial Planning Association, Atlanta Sports Council, Christ the King Catholic Church, and is an avid sports fan and participant; particularly golf, tennis, volleyball, soccer, and baseball.

Dana M. Pierce, CFP® AAMS®
Senior Wealth Manager
dpierce@clearbridgewealth.com

Dana is a Certified Financial Planner™ professional with over 8 years of experience advising individuals and families regarding their financial affairs. Dana’s expertise includes estate planning, retirement planning, insurance planning, and investments. Among her many responsibilities, she primarily focuses on designing, integrating and implementing the Company’s comprehensive financial planning process. She works closely with clients, regularly reviewing and updating their financial planning strategies. Dana has a Bachelors of Business Administration in Finance from Mercer University’s Stetson School of Business and Economics, and she is a College for Financial Planning Accredited Asset Management Specialist (SM). In addition to the CFP® certification, Dana holds numerous securities licenses as well as her Georgia Insurance and Variable Products licenses.

Gary W. Webster, CFP®
Senior Wealth Manager
gwebster@clearbridgewealth.com

Mr. Gary Webster is a Certified Financial Planner™ practitioner with over 30 years of experience in consulting individuals, business owners, and professionals regarding their financial affairs. Prior to joining ClearBridge, Gary was the Executive Vice President of Consolidated Planning Corporation, an independent registered investment advisory firm located in Atlanta, Georgia.  He taught the first Certified Financial Planner™ certification classroom course in the U.S. in 1972 and received his CFP® certification in the second class in 1974. Mr. Webster is sought after as a public speaker on money management and produced/hosted the first cable TV program on financial planning in Metro Atlanta (the Financial Funnel).  He is past president of the Georgia Society of the Institute of Certified Financial Planners and served on the Board of Directors of the Institute of Certified Financial Planners.  He has also served on the Board of Governors of the Certified Financial Planner™ Board of Standards. Mr. Webster graduated from the U.S. Military Academy at West Point with a degree in Military Engineering and from the Georgia Institute of Technology with an M.S. in Industrial Management.

Lisa A. Davenport
Client Services Manager
ldavenport@clearbridgewealth.com

Lisa has over 15 years of experience in operations, systems, and office management. She is the firm’s Client Services Manager. In addition, she is responsible for running the day-to-day operations for the firm, including maintaining our client information systems and working with our investment and financial planning teams to assist clients with various administrative and planning related issues. She is also responsible for planning and coordinating client events. Lisa is our liaison between the firm and our valued Charitable Partners and Community involvement programs. She is a graduate of the University of Virginia.

Jackie Gibson
Client Service Associate
jackie@clearbridgewealth.com

Jackie is responsible for assisting the firms’ professionals with various administrative and operational related issues. She works closely with Client’s to address day to day concerns and information requests. She is also responsible for planning and coordinating Client reviews. She has extensive financial and businesses support experience. Prior to joining ClearBridge, Jackie worked with Colony Park Financial in Atlanta, GA in a similar capacity.