Rooted Here. Planning for What's Ahead.

Serving individuals and families as a experienced professional with holistic, life-centered financial guidance.

Your Life Guides Every Decision We Make.

We don't start with investments—we start with you. Purpose-driven planning for every season of life.

Local Experience. Independent Thinking. Long-Term Focus.

Backed by the strength of LPL Financial and grounded in the communities we call home.

Wealth Managed with Purpose and Clarity.

For over two decades, we've helped clients pursue financial futures that reflect their values, goals, and the life they want to live.

Stewardship Over Ownership.

We welcome the conversations other advisors avoid. Your beliefs, your priorities, and your sense of purpose shape every recommendation we make. We believe wealth is a responsibility, not just a resource. Every decision is made with care, purpose, and long-term impact in mind.

Backed by Valued Experience.

With 23 years of experience and the resources of LPL Financial behind us, you get the attention of a local advisor and the strength of a national firm. That means more personalized guidance, more robust tools, and more confidence at every stage of your financial journey.

Weekly Market Commentary

Explore tools, guides, and educational content designed to help you make confident financial decisions.

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Resource Center

A curated library of resources to help you plan smarter at every stage of life.

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LPL By the Numbers

Everything you need to stay informed, prepared, and in control of your financial future.

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Meet Our Experienced Financial Professionals

Susan L. Curry

Director, Financial Advisor

(770) 796-0345

(770) 722-7967 (voice only)

(770) 796-0349

susan.curry@lplfinancial.com

Susan L. Curry is a financial advisor with more than 23 years of experience helping accomplished individuals and families focus to build, protect, and grow their wealth. As Director and Financial Advisor at Curry Wealth Management with...

Codi Bryan

Client Service Associate

codi.bryan@lplfinancial.com

Codi Bryan joined LPL financial in July 2023 after 8 years in the financial industry. He is passionate about uplifting those around him and making a positive impact anyway he can. He is currently pursuing SIE licensing to further...

Your Vision. Our experience.

Our responsibility to our clients comes first. Our responsibility to our clients comes first. From wealth management to retirement strategies, our insight and financial strategies can help integrate your vision and investment goals.

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