Market Commentary

'Market Commentaries' is the long-running series of articles authored by Daniel Wildermuth, President and CEO, Kalos Financial. Mr. Wildermuth shares his in-depth knowledge of the market as it relates to national and international events, and their effects on the investment world. Sign up to receive the monthly updates below.
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Our Team2019-05-13T16:32:08-04:00

Our Team

Daniel Wildermuth

Co-Founder | Chief Executive Officer

Daniel Wildermuth

Co-Founder | Chief Executive Officer

Daniel is the founder and CEO of Kalos Capital, Inc, a registered Broker/Dealer, and Kalos Management Inc., a registered investment advisor. The two Kalos companies have approximately 150 financial advisors and 60 independent offices spread across the continental United States. Daniel is also the founder and Chief Investment Officer (CIO) of the institutional advisory firm, Wildermuth Advisory, LLC and the Chairman of the Board for The Wildermuth Endowment Strategy Fund (WESFX). Many of the equity and fixed income strategies utilized in the fund are the same strategies that Daniel has developed and implemented for individual investors at the Registered Investment Advisor, Wildermuth Asset Management, where he continues to serve as CIO. Daniel is also the founder and CEO of Wildermuth Securities, a distributing broker/dealer that services institutional clients.

Daniel’s unique approach has garnered media coverage from Forbes Magazine, Senior Market Advisor, CNBC, Bravo TV, bankrate.com, Dow Jones Newswire, InvestmentNews, and other financial market news outlets. McGraw-Hill has published two of his books outlining his investment practices (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explain applying unique investment strategies to individual accounts.

Daniel serves on multiple corporate Boards across various industries, and he also serves on several industry and non-profit Boards. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of the stock market, alternative investments, and the general economy.

For approximately two years, Daniel hosted the popular weekly radio show, Money Talks with Daniel Wildermuth.

Outside of the financial services field, Daniel is also co-founder of VirTeca, LLC an engineering and manufacturing firm that provides advanced package handling solutions for clients worldwide.

He earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Carol Wildermuth

Co-Founder | Chief Financial Officer

Carol Wildermuth

Co-Founder | Chief Financial Officer

Carol Wildermuth has over 30 years of experience in financial services. Ms. Wildermuth is the Co-Founder and Chief Financial Officer of Kalos Financial, Kalos Capital, Kalos Management and Wildermuth Asset Management. She also serves as the Chief Financial Officer of Wildermuth Advisory and President of Wildermuth Securities, the distributor for the Wildermuth Endowment Fund. Prior to founding the Kalos and Wildermuth companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore.

Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics. In her free time, Ms. Wildermuth enjoys travelling, cycling, cooking and spending time with family.

Chrissy Lee

Co-President | Chief Operating Officer

Chrissy Lee

Co-President | Chief Operating Officer

Chrissy serves as Co-President and Chief Operating Officer at Kalos Financial, Inc., designing and implementing business operations, driving strategic growth, managing the day-to-day operations of the firm, and working with advisors.

Chrissy joined Kalos in 2007 and is responsible for the ongoing development and execution of firm-wide initiatives. She is also the Head of Operations and Transitions Dept., responsible for the vision and implementation of tactical operational initiatives.

Since joining Kalos, Chrissy has held numerous positions throughout the firm, including Senior Vice President on the Kalos Capital side and National Accounts Manager for Kalos Management, where she was overseeing advisors’ accounts, trading, and implementing portfolios.

Having worked both brokerage and advisory, Chrissy brings a unique skill-set to help advisors on both sides of the business.

Chrissy grew up in the golden state of California, where she majored in English Literature at California State University – Northridge.  She moved to Atlanta in 2007 with her husband and two children – now college students.

Chrissy’s commute is a lengthy 2+ hours on any given day, however, it is her commitment to Kalos and the advisors that keeps her energized. Outside of work and long commutes,  Chrissy cherishes family time and anything that creates a fun experience.

She is also a Disney and Star Wars enthusiast and can talk on these subjects for hours.  She also values the opportunity to serve at her church, especially those who are in need within the Atlanta community.

Chrissy holds FINRA Series 7, 66, and 24 securities registrations.

Larry Lyons

Co-President | Due Diligence Officer

Larry Lyons

Co-President | Due Diligence Officer

In addition to serving as Co-President, Larry has overseen the alternative investment platform at Kalos for over a decade. He has worked with Kalos Financial for over 13 years and has over 28 years of industry experience.

He graduated from the University of Georgia with a BS in Education and obtained the ChFC ® designation from the American College, Bryn Mawr, PA.

Once graduating from the University of Georgia in 1988, Larry played minor league baseball in the Atlanta Braves organization.

Larry began his career with Guardian Life Insurance as a Group Sales Representative. Prior to joining Kalos, he was with Principal Financial Group, where he worked with employer groups of all sizes to design and implement both qualified and non-qualified retirement plans.

Larry has served on the board of ADISA, a national trade association that represents over 30,000 professionals involved in alternative investments in the non-traded space.  Larry has participated on various panels as ADISA conferences as well as the IPA.

Larry is a husband and father of two sons. He enjoys college football but most importantly is an avid Georgia Bulldogs fan. Larry enjoys being outdoors and spending time with his family when they can get together.

Due Diligence

Kurt Tesh

Senior Vice President Due Diligence Officer

Kurt Tesh

Senior Vice President Due Diligence Officer

Kurt Tesh is a Senior Vice president and Due Diligence officer of Kalos Financial. Kurt has been in the investment industry for over thirty years, spanning the breadth of responsibilities in investment research and portfolio management.

His career has included due diligence roles with independent broker dealers and advisory firms, portfolio management with a trust company and registered investment advisors, and research and advisory roles in a national institutional consulting firm.

Mr. Tesh is a Charterholder member of the CFA Institute and has served as a trustee, committee chair, and officer of the Atlanta and South Florida societies, and serves as a Director and on the Broker/Dealer Advisory Council of the Alternative and Direct Investment Securities Association. He was recognized as a Due Diligence “All-Star” by Financial Planning magazine and served on the investment product sub-committee of the Financial Planning Association (fka the International Association of Financial Planners). He is also an arbitrator in FINRA’s dispute resolution program.

Kurt is a graduate of Stetson University, where he was recognized as an outstanding scholar and guest lecturer of the Roland George Investment program.

Tyler Mattingly

Vice President Alternative Investments

Tyler Mattingly

Vice President Alternative Investments

Tyler has over 20 years of experience in the financial services industry. As Vice President of Alternative Investments, he is responsible for the supervision of all Alternative Investment paperwork that is submitted through Kalos. He also participates in Due Diligence reviews of Alternative Investments that are being considered for the Kalos Platform.

Tyler began his career as a Financial Advisor with FSC Securities Corporation. From there he joined Wells Real Estate Funds, where he worked in various roles for over 12 years. He joined Kalos Capital in 2015.

Tyler earned a bachelor’s degree in Business Administration from Auburn University. He holds Series 7, 63 and 24 securities registrations.

When Tyler isn’t working he enjoys spending time with his family. Tyler has 4 kids that keep he and his wife busy. When they aren’t at a horse park, dance recital or on a scouting adventure, they enjoy hiking and being outdoors.

One of Tyler’s goals is to visit all 50 states and all 7 continents.  As of today, he has 2 states (Alaska and Connecticut) and 3 continents (Antarctica, South America and Africa) left.

Operations

John Yuhas

Vice President Operations

John Yuhas

Vice President Operations

As VP of Operations, John Yuhas is responsible for the day to day functions of the operations department. This includes working with all the custodians, reviewing reports, leading the operations team, and etc.

He received his undergraduate degree from Maryville College and his MBA from Mercer University. John holds Series 4, 7, 24, 53, 66, and 99 securities registrations.

Away from the office, John enjoys spending time with his family.  He is an avid reader (non-fiction), semi-pro cook (smoked meats), and enjoys any Pittsburgh based sports team (especially the Steelers).

Tyler Smith

Operations Associate

Tyler Smith

Operations Associate

As Operations Associate, Tyler Smith is responsible for the oversight of custodial-held accounts with a focus on improving speed and efficiency throughout the platform, engaging deeper support for users, and optimizing advisor/client directed enhancements. Tyler h0lds Series 7 and Series 63 securities registrations.

Tyler’s greatest interest is the influence and investment in people. His belief is that the betterment of others offers a tremendous source of fulfillment, and directly stems from a desire to effect lasting change in the community.

J. R. R. Tolkien said, “Not all those who wander are lost.” Tyler encapsulates the saying by visiting national and state parks throughout the southeast to explore segments of the Appalachian Trail. As an adamant fan of the water, he spends a great deal of time with family & friends at nearby lakes or canoeing down the river.

Tyler also enjoys volunteerism by partnering with Goshen Valley Boys Ranch to work for the ongoing need of foster families in Georgia.

Coleen McVey

Operations Administrator

Coleen McVey

Operations Administrator

As an Operations Administrator, she is responsible for the fax line, incoming mail, all EAS paperwork, including opening accounts, uploaded forms, resolving NIGO issues and much more.

She received her BA in Human Development with a minor in creative writing from Eckerd College in St Petersburg, FL. Coleen has more than 20 years in the financial service industry.

Coleen has 2 daughters and one granddaughter. Her favorite sports teams are all the teams in Florida, including the Tampa Bay Buccaneers and the Tampa Bay Rays. Coleen is an avid book reader and listener of audio books. Coleen loves to sew, garden, cook and be with her family.

Annabelle Chansler

Operations Administrator

Annabelle Chansler

Operations Administrator

As Operations Administrator, Annabelle’s main responsibility is assisting Due Diligence with Alternative Investments.

She received a Bachelor of Arts with a double major in International Relations and German from the University of Alabama. Perhaps the German inclination for bureaucracy rubbed off on her—she really loves getting paperwork in good order.

If you are having trouble reaching Annabelle at Kalos, then she is likely at a local fitness facility. She enjoys being active, especially strength training. She may also be enjoying some of the innumerable food and cultural events that Atlanta has to offer, especially somewhere she can practice German.

She has also been known to occasionally leave the country entirely—she suffers from a serious case of Fernweh.

Eugene Choi

Operations Administrator

Eugene Choi

Operations Administrator

As an operations administrator, Eugene is responsible for handling Fidelity’s processing tasks as well as assisting reps and offices with all questions related to Fidelity.

Eugene received his Master’s in Business Administration from Mercer University and an undergraduate degree in Finance from the University of Georgia.

Eugene enjoys playing and watching any sport that has a ball and involves running. As an Atlanta born resident, Eugene is a fan of any Atlanta-based sports team (Except Georgia Tech). If not in the office, Eugene can be found snowboarding or relaxing at the beach.


Vicki Cerri

Vice President Transitions

Vicki Cerri

Vice President Transitions

Vicki Cerri is VP of Transitions. She joined Kalos in 2010 where she started in the Operations department.

In her current role, she is responsible for guiding and managing new advisor offices as they transition to Kalos, working with them to develop a transition plan and ensuring they are comfortable with all paperwork necessary for their move to Kalos.

Vicki attended Georgia State University where she earned her degree in Political Science.

Outside of work, you can find Vicki spending time with her husband, David and their two children, Michael and Connor.

Joy Millen

Transition Associate

Joy Millen

Transition Associate

Prior to new reps moving into the Operations Department, they enter through the Transition Department. Here in Transition, Joy trains the new Rep office on the Custodian system, how to open new client accounts and transfer assets, and initiate all money movement. She envelops all the above tasks for existing clients to assist the new rep with a smooth transition, plus sends out B/D and Rep code change forms to directly held asset companies.

Concurrently, she helps existing Rep offices with all system accesses for both office staff and reps office, creating Rep codes, and helping with any general questions they have.

Joy graduated from Elms College, Mass. with a BA in Education. With over 30 years in the financial industry, Joy has an array of talents and insight to both paperwork and people.

Joy met her husband at a singles church group and they are married almost 20 years. They have two children they are raising in the church environment and who are exciting and fun. Joy learns as much from her children as they do her. Being born and raised in NYC and working in Manhattan, she would have never thought of ending up in suburbia GA, and loving it!

Compliance

John Williams

Senior Vice President Chief Compliance Officer

John Williams

Senior Vice President Chief Compliance Officer

John Williams has been with Kalos Financial, Inc. since 2005 and currently serves as Chief Compliance Officer for Kalos Capital, Kalos Management and Wildermuth Asset Management. In that role, John’s primary job is to supervise the firm’s sales practices, identify and mitigate risk and protect both the firm and its representatives. He is the primary liaison between the Firm and FINRA, the SEC as well as the various state regulatory agencies and is the person that visits each branch office to review its compliance practices.

John graduated from Clemson University with a Bachelor of Science in Financial Management with a concentration in Accounting. He currently holds the Series 4, 7, 12, 14, 24, 53, 63 and 65 licenses.

John is a rabid Clemson Tiger fan and held football season tickets for 21 years! The farthest he’s ever traveled for a football game was in 2002 when he traveled from his home in Sydney, Australia to a game in Athens, GA and isn’t opposed to traveling even farther in the future. He’s a regular at Doug Kinsmore Stadium during the season to watch the Clemson baseball team. He’s active in alumni events both locally as well as in Clemson.

When he’s not “bleeding orange” somewhere, he enjoys traveling (especially to see friends/family in Australia), cooking and hanging out with his dog, Lincoln, whom he rescued in 2015.

Michael McComb

Vice President Compliance

Michael McComb

Vice President Compliance

Michael joined Kalos in May 2015.  As Vice President, Compliance his focus is on both Kalos Management and Kalos Capital activities.  Michael has over 25 years’ experience in the financial services industry with Barclays, UBS, L.F. Rothschild and E.F. Hutton in New York.

His most recent experience was with ING Investment Management in Atlanta as Chief Compliance Officer where he created the compliance program for ING Americas as their first full time Compliance Officer.

Michael enjoys sports and the outdoors and lives with his wife and two boys in Smyrna, GA.

Dr. Lisa L. Smith

Senior Compliance Manager

Dr. Lisa L. Smith

Senior Compliance Manager

Lisa L. Smith’s professional experience includes over 20 years of experience in the securities industry, the majority of which has been in a regulatory compliance capacity.

At Kalos, Lisa is a Registered Principal responsible for overseeing the review of all advertising and sales literature for the reps, media training, and the investigation & filings of client complaints.

Lisa also serves as Executive Director of Sickle Cell Transplant Advocacy & Research Alliance (STAR), a non-profit organization that envisions building awareness, accessibility and success of Bone Marrow Transplant (BMT) and Gene Therapy as a cure for Sickle Cell Disease.

Dr. Smith is Managing Partner of Global Compliance & Health IT Solutions, LLC servicing compliance vendors, health IT professionals, investment banking and mergers & acquisition clients.

Lisa completed her doctoral studies at Georgia State University- J. Mack Robinson School of Business where she obtained a Doctorate in Business Administration/EDB. She received a Masters of Business Administration (MBA) from George Washington University located in Washington, DC and Bachelor of Science degree from the University of Tennessee, Knoxville.

She serves as Adjunct Professor at Touro University, Research Associate with the Center for Engaged Business Research (CEBR) at Georgia State University and (formerly) Research Analyst with Emory School of Medicine – Hematology analyzing research data for Sickle Cell Disease.

Her past dissertations include the Relationship of Proactive Personality and Life Satisfaction During Retirement and The Measurement of Acceptance Scale of Waste to Energy (WTE) in the US Domestic Study.

Kim Hershberger

Senior Compliance Manager

Kim Hershberger

Senior Compliance Manager

Kim worked for FSC Securities Corporation for 34 years serving in various roles during her long tenure. Kim has experience in commissions/accounting, customer service, transitions, business development and compliance. She worked hands-on with others in the company creating and developing some of the departments that she later led.

Kim’s passion has always been regulatory compliance so when an opportunity arose in the legal department, Kim jumped at the chance to join the Compliance Team and handled regulatory responses, working closely with outside counsel on arbitration matters and responding to customer complaints.

Seeking new challenges, Kim joined the Kalos Compliance team in July 2017 where she handles all state registration requests for the reps, customer account reviews and approvals, email reviews and is available to assist with advertising reviews in a back up capacity. She currently holds FINRA Series 7, 24, 63 and 65 licenses.

Kim loves to travel and particularly enjoys cruises.  Her favorite destination domestically is Orlando, FL and also enjoys Italy when traveling abroad. She has a huge CD collection and enjoys many different genres and is learning to play the guitar. She’s an avid sports fan and considers the Atlanta Braves, Atlanta Falcons and Miami Dolphins among her favorite teams.

Money Management

Erik Setterlind

Senior Vice President Investment Management

Erik Setterlind

Senior Vice President Investment Management

As Vice President of Wildermuth Asset Management, Erik Setterlind leads operations for all of Kalos’ fee-based business, including third-party money managers available on the Kalos platform and Wildermuth Asset Management. He has more than 17 years of industry experience that includes business development positions at Schwab and E*Trade. He also worked as an equity and derivatives trader for a boutique, Atlanta-based brokerage firm.

Erik earned an MBA from the University of Colorado-Denver and a bachelor’s degree in English from Colorado State University in Fort Collins. He holds Series 7 and 63 securities registrations.

Erik and his wife have three children who are all active in sports year-round, so when he’s not at the office he can usually be found on a court or field somewhere in metro Atlanta. He enjoys reading, writing, and using whatever basketball skills that are left from his aging body.

Kim Tye

Investment Associate

Kim Tye

Investment Associate

An Investment Associate, Kim is responsible for operations in the Kalos Management and Wildermuth Asset Management Departments. She makes sure all the paperwork is in good order and that operations flow smoothly.

She received her BS in Sociology/Criminology from The Ohio State University.

Kim has been with the company with a variety of responsibilities since 2005. Kim has 2 adult children: Sean (28) who was married in October 2018 and Brigid (26) who was engaged December 2018. Kim’s husband Tim was ordained a Deacon of the Roman Catholic Church for the Archdiocesan of Atlanta in early 2019 and currently serves at St. Brigid Catholic Church in Johns Creek. Kim and Tim both graduated form THE Ohio State University so the whole family are huge Buckeye fans. Go Bucks!

Adam Smith

Investment Associate

Adam Smith

Investment Associate

As an Investment Administrator, Adam is responsible for opening and closing accounts, trading for the WAM portfolios, providing analysis for the WAM portfolios, and processing TD/UMA paperwork. He received his bachelor’s degree in Finance from the University of Georgia. Adam holds his Series 7 and Series 66 Licenses.

Outside of the office, Adam enjoys working out, golfing, travelling, watching baseball (Red Sox) and football (UGA and New England), and playing video games. His best travel stories involve playing a round of golf at Torrey Pines, going on Mission Trips to Nicaragua and Costa Rica, and spending St. Patty’s Day in an Irish Pub in Rome. As a fun fact, he is the reigning 3-time Kalos Chili Cook-off champion.

Tammy Vo

Investment Administrator

Tammy Vo

Investment Administrator

As an Investment Administrator, Tammy is responsible for setting up investment accounts and assisting with calculating and processing the quarterly fees paid to our independent investment advisors. She received her bachelor’s in Mathematics from Georgia State University.

After calculating numbers all day, Tammy spends her free time with family and friends, either at the gym, family events or a concert. She loves to travel, especially to the West Coast. Tammy also enjoys doing arts and crafts while watching shows like Family Guy or New Girl.

Business Development

Dan Meehan

Senior Vice President Business Development

Dan Meehan

Senior Vice President Business Development

After eight years in practice as a financial advisor and branch manager, Dan moved into recruiting, business development and institutional sales roles for firms such as Raymond James and TD Ameritrade. In his current role at Kalos, he is responsible for creating and implementing Kalos’ growth strategy and communicating the Kalos story nationally to attract new financial advisors to the firm.

Dan is a member of the Alternative & Direct Investment Securities Association (ADISA). He earned a bachelor’s degree in Philosophy from State University of New York at Buffalo. Dan holds Series 7, 63, 65, and 24 securities registrations.

Dan and his wife Kathryn have two adult sons, Christian and Alex.  He and Kathryn like to spend long weekends at the beach in Santa Rosa Beach, FL. In his free time, Dan likes to play guitar, sing and write music. He can often be found all over Atlanta attending live music events or watching NHL hockey, especially the Buffalo Sabres.

Mary Shiflett

Business Development Manager

Mary Shiflett

Business Development Manager

Mary Shiflett has been recruiting new financial advisors to independence since 1999. In her role as the Business Development Manager for Kalos, she enjoys supporting the recruiting process from beginning to end.

Whether the team is developing a new message to generate leads, preparing for a Home Office Visit or 2-day training session, or finalizing the registration process on a new producer group, Mary is working to make sure the details are covered so there is success for the advisors and for Kalos. She is excited by the possibilities of adding new advisors and new ideas to the Kalos family.

Mary graduated from Jacksonville State University in Jacksonville, AL with a degree in Psychology. She and her husband return to JSU most years for a marching band reunion that hosts 300-400 alumni, and they perform on the field with the 400+ member marching band during halftime. They hope to instill a similar love for music, band and the Gamecocks in their 2 young daughters.

Enthusiastically carrying the title of “adrenaline junkies”, they also look forward to the day the whole family can travel to Sandusky, OH to visit Cedar Point.

Accounting

Joan Tesh

Senior Vice President Finance

Joan Tesh

Senior Vice President Finance

As Senior Vice President Finance, Joan leads the teams responsible for commission processing, accounts receivable, financial analysis, financial reporting and building services. As a Certified Public Accountant (CPA) with over 20 years in the financial services industry, she brings a variety of experience to Kalos Financial.

Joan began her career in the audit department of KPMG.  From there, she moved to Primerica Financial Services, where she was responsible for financial reporting. She later worked as Controller and Vice President of Financial Development for Assurant’s pre-need division.

Joan’s experience includes financial due diligence for mergers and acquisitions, and fraud investigation as well as numerous process improvement projects and system implementations.

Joan earned a bachelor’s degree in accounting from Stetson University and a master’s degree in Accounting with a concentration in auditing and systems from the University of Georgia.

Joan is married to Kurt Tesh, who also works for Kalos.  They are having fun being empty nesters and are celebrating the fact that their children have recently moved off the family payroll.  Joan especially enjoys it when Kurt entertains family & friends with his outdoor cooking expertise.  She also loves traveling – especially if there is a beach involved.

Michele Clem

Vice President Accounting

Michele Clem

Vice President Accounting

As Vice President Accounting, Michele is responsible for overseeing the commissions department, receivables, reconciliation, rep payouts and reporting as well as assisting with yearly audits and research. She also implements and manages strategic updates in automation and information processing within the accounting department.

Michele received her Bachelor of Science in Business with an emphasis in Finance and General Management from the University of Minnesota Carlson School of Management. She has over ten years of experience working in the financial industry.

Michele grew up in the frozen tundra of Minnesota but has spent her entire adult life living in and loving the South. When not in the office, Michele and her husband, Lee, manage their very big and busy, blended “Party of Nine”! With four daughters, two stepsons and a stepdaughter, life outside of work is a whirlwind of school and sports activities and all the adventures and responsibilities of raising a house full of teenagers into adulthood.

Michele loves hiking, paddle boarding, nature, music, weekend getaways and simple hangout time with her husband and kids. And with a daughter headed to UGA this fall, she is learning how to add “Go Dawgs!” to all her conversations.

Melodee Phagan

Commissions Manager

Melodee Phagan

Commissions Manager

As Commissions Manager, Melodee is responsible for processing commission receivables and rep payouts, handling Advisor reimbursements, and assisting with licensing and Mutual Fund/Variable Annuities selling agreements.

She went to college where she majored in Music before moving to Europe to assist in the Music Department at a Bible College and travel with music groups across Europe.

She has worked in the financial services industry for more than 15 years.

Melodee is the proud mother of two fascinating, grown children, a lovely daughter-in-law and 4 wonderful, smart, multilingual grandchildren. Whether it be cooking together, making crafts, playing games or rock climbing, let the fun begin.  Among Melodee’s many interests, she enjoys speaking French and experiencing different cultures, people and places.

Having lived in the old Roman Capital in south France and in Belgium, seeing the French culture and language up close and personal, have enlightened her life as nothing else could. She has traveled in more than 16 countries relishing the peoples, their unique ways of living and has it been mentioned, Chocolate. Her favorite chocolate thus far is from Belgium.

Jessica Crooks

Accounting Associate

Jessica Crooks

Accounting Associate

Jessie’s previous role in Operations recording alternative investment paperwork equipped her well to move into her current accounting position. As Accounting Associate, she is responsible for processing alternative investment commission receivables and payables for advisor payouts.

In addition, Jessie is responsible for managing all payments to vendors. She also assists with reconciling bank accounts and sending invoices.

Jessie received her Bachelor of Science in Business with an emphasis in Accounting and a minor in music from Anderson University in South Carolina.

Jessie loves listening to a variety of music genres and enjoys singing on the worship team at her church. She and her husband, Cody, enjoy spending time with their friends and family, working on projects in their first home, as well as finding new places to eat and things to do around the Atlanta area.

Kim Hart

Office & Building Manager

Kim Hart

Office & Building Manager

As Office and Building Manager, Kim is responsible for keeping the building at 11525 and the occupants happy. She orders supplies and ensures that the building is well maintained so everyone can do their jobs in a professional, safe, and comfortable environment.

When she is not running around the 19,000 square foot building, Kim is responsible for maintaining the company’s insurance licenses and filing legal entity annual reports in 46 states. She also assists the accounting department with numerous projects.

Kim especially enjoys helping with the annual Kalos National Conference. She received her Bachelor of Arts in Theatre Management from Illinois State University.

Originally from the Chicago area, Kim and her husband, Mike, have been long time residents of Johns Creek, GA.  Kim and Mike have 2 grown children–their daughter and son-in-law live in the area and their son lives in the DC area.

She is involved in many church activities such as Sunday school and Stephen Ministry. She has also been known to “act up” in church doing outreach presentations through the Drama Ministry.  When not traveling to Illinois to visit family, she really enjoys traveling with her husband to new places, near and far.

Laura Eberhard

Administrative Assistant & Events Manager

Laura Eberhard

Administrative Assistant & Events Manager

As Administrative Assistant/Events Manager, Laura is responsible for assisting the office with everyday tasks, such as managing incoming telephone calls, filing, processing mail and greeting guests. She also plans and organizes numerous employee activities and assists with our corporate events.

She received an Associate’s Degree in Computer Aided Design, and worked for the Auto industry for over 10 years before having a family and moving to Georgia.

Laura and her husband Andy of over 20 years, have 2 girls Grace and Abbie. Laura enjoys spending time with her friends, attending concerts, participating in book club, and cheering for her favorite football teams. Go Blue!

Information Technology

Codi Handley

Vice President, Information Technology & Chief Information Security Officer

Codi Handley

Vice President, Information Technology & Chief Information Security Officer

As Vice President of Information Technology, Codi is responsible for overseeing the technology department and establishing the strategic direction of company’s information systems as well as identifying and proposing new technologies and systems to improve business processes., planning, implementing, and deployment of technology projects and solutions for Kalos’ needs.

Also serving as Kalos’ Chief Information Security Officer, Codi manages cybersecurity standards, policies, and procedures.

He received his bachelor’s degree in Business Administration with a concentration in Management Information Systems from The University of Georgia.

Codi and his wife Kasey recently welcomed their newest edition to their family, Rosie. He’s accepting submissions for the best dad jokes as he builds his database of cheesy one-liners. Codi enjoys spending time with his family, exercising, traveling, home improvement and cheering on the Georgia Bulldogs on Saturdays in the fall.

Kyle Edmondson

IT Administrator

Kyle Edmondson

IT Administrator

As IT Administrator, Kyle is responsible for providing local and remote IT support for Kalos, as well as website content management, and assisting in firm-wide IT projects. He attended Lee University, where he received his bachelor’s degree in Computer Information Systems, with an emphasis in Systems Operations.

Born and raised in Georgia, Kyle enjoys content creation, video production, and attending concerts for his favorite up-and-coming country artists. In the fall, you can find him watching his favorite college football team, the Georgia Bulldogs.

Human Resources

Eva Thrasivoulou

Vice President, Human Resources

Eva Thrasivoulou

Vice President, Human Resources

Eva Thrasivoulou, SPHR; SHRM-SCP, Vice President of Human Resources, brings over 25 years of human resources experience to Kalos. Eva’s work expertise includes: employee relations, health & welfare benefits, employment law, wage and hour law, FMLA compliance, organizational development and training.

She currently holds certifications (2) from the Human Resource Certification Institute, a PHR (Professional in Human Resources) awarded in 1995 & a SPHR (Senior Professional in Human Resources) awarded in 2001. She also holds a Senior Certified Professional (SHRM-SCP) certification from the Society of Human Resource Management (SHRM) awarded in 2015 and an Advanced Human Resource Generalist certification from Kennesaw State University in 2001.

While serving with Kalos her responsibilities include the full life-cycle of the employees, from on-boarding to off-boarding and everything in between.

Eva enjoys way too many things for her own good, for instance – she loves to cook and bake, she even owns a small home-based business baking specialty cakes and ethnic desserts!  She also loves volunteering and traveling, especially if it includes beaches and umbrella drinks.

Spending time with family and friends are some of the best memories she has and looks forward to becoming the “cool” Grandma someday and spending the rest of her days walking on a beach with her umbrella drink and thanking God for the wonderful life He has blessed her with.

Kalos Financial