WE LIKE TO BE ON A FIRST-NAME BASIS WITH ALL OF OUR CLIENTS. HERE’S YOUR HEAD START.
Working with AMB means you’ll benefit from the knowledge and insight of an experienced group of financial professionals – our management team alone has more than 100 years of combined experience in the financial services and insurance industries.
But all the time we’ve spent studying markets and building financial plans – though integral to our professional growth and our clients’ success – pales in comparison to the time we’ve spent with people.
People like you, who are supporting growing families and leading successful businesses, make our work meaningful and, indeed, better. Because when we truly understand who you are, we can develop a financial plan that isn’t just right for anyone, it’s just right for you.
- All roles
- Executive Team
- Investment Banking
- Professional Group
- Wealth Management
Allen, Mooney and Barnes founder and chairman , M. H. Allen, Jr., has served the wealth community in Thomasville, GA, Tallahassee, FL, and the Southeast investment communities for almost 40 years. Allen’s early experiences as an officer of the C&S Bank, now Bank of America, and as City Manager and City Treasurer for over 10 years provided him a solid foundation in management and money management. As City Manager for Thomasville, he served on the Georgia Municipal Association’s Revenue and Finance Committee.
In 1985 he founded Allen & Mooney (A&M) and affiliated with Merrill Lynch, Pierce, Fenner and Smith Inc. In 1987 A&M affiliated with Shields & Company, a NYSE member firm, and Capital Management Associates, the Investment Advisory division.
In 2000, close friends and clients Kate Ireland and John P. “Jack” Frazee Jr. joined A&M as partners and board members. Miss Ireland was a limited partner of Brown Brothers Harriman in NY, a member of the Federal Reserve’s district board in Cleveland, and a well-known national philanthropist. Mr. Frazee was the CEO and Chairman of Centel phone company and COO and board member of Sprint now T-Mobile.
These partners formed FAIM, LLC ( Frazee, Allen, Ireland, and Mooney) the holding company for A&M’s broker dealer and registered Investment Advisory firm. Under this framework A&M added the Professional Services division located in Thomasville GA and the Investment Banking division in Charleston, SC and Atlanta, GA, and the Private Equity group in Thomasville and Charleston.
Allen holds several FINRS/SEC principal licenses and is insurance licensed in several states. Allen received his Bachelor of Science in Business Administration with emphasis in economics, management, and marketing from Georgia Southern University in 1973.
Gordon has been the CEO of the AMB family of companies since January 2019 and oversees the various divisions of the Company. Gordon’s career with AMB began as a founder of the firm’s investment banking division in 2015. Gordon has a strong track record in investment banking and entrepreneurship, having founded his own firm at 27 and initiating several healthcare start-ups since. At AMB, Gordon focuses on the long-term strategy and operations of the Company, the management of client relationships, business development and transaction execution. In his career, Gordon has played a pivotal role in the consolidation of the walk-in medical industry, having advised multiple industry participants, including vertical integration strategies between payors and providers, many of whom have become the largest companies in the industry.
Prior to AMB, Gordon founded Plutus Capital Partners, where he specialized in advising niche healthcare clients in their corporate finance and strategic initiatives. Prior to Plutus, Gordon was an investment banker at Susquehanna International Group focusing on the healthcare sector. Gordon is an avid public speaker and is frequently quoted in industry publications about various healthcare sectors.
Gordon attended the University of Georgia where he was recently awarded the 40 Under 40 award.
Mike joined AMB in 2021 as President and Chief Operating Officer. In his role, Mike is responsible for growth, efficiency, and technology implementation across Wealth Management, Investment Banking, and Professional Services. In addition to having operations responsibility across AMB’S divisions, Mike is a member of the firm’s Executive Committee. Mike is also a Board Member and serves as a Mentor at the Skandalaris Center for Interdisciplinary Innovation & Entrepreneurship at Washington University in St. Louis.
Prior to joining AMB, Mike served as Chief Operating Officer for Zume, Inc. – a venture-backed, global food-tech and health-tech startup. Mike has also held retail and ecommerce leadership roles at Target, Amazon, and Walmart before landing in venture capital as an operator and an investor.
Mike earned his Bachelor of Arts from Marquette University and his Master of Public Administration from Harvard University’s Kennedy School of Government.
Danny Miller joined AMB in 2021 and serves as the firm’s Chief Compliance Officer. In his role, he is responsible for ensuring compliance with state and federal regulations for both Allen, Mooney & Barnes Brokerage Services, LLC and Allen, Mooney & Barnes Investment Advisors, LLC. In addition to this, Mr. Miller is a member of the firm’s Portfolio Management Committee and the Executive Committee.
Mr. Miller has been in the financial services/investment advisory industry for 12 years, working with Fortune 500 companies in developing, incepting, and enhancing their compliance and supervisory programs.
Mr. Miller has a Bachelor of Science in Finance from the University of South Florida, St. Petersburg.
Rodney Hunter joined AMB in the fall of 2009 to lead the further development of AMB’s Professional Group. Prior to joining AMB, Rodney began his career in public accounting within a large regional public accounting and consulting firm where he was a partner and served as the firm’s director of the Thomasville, Georgia office. Rodney brings a wealth of knowledge in the administration of a public accounting firm along with specialization in mergers and acquisitions, profit planning, tax planning and preparation, and estate and financial planning. Rodney’s clients include many different areas of operations including manufacturing, construction, farming, insurance sales, retail sales, professional services, health care, timber/lumber operations, mail-order fulfillment, hotel operations, high net worth individuals, etc.
Rodney received his Bachelor of Science in Accounting from Bob Jones University. He holds an active CPA license and a Chartered Global Management Accountant license in the State of Georgia.
Mark Eric Davis, CFP® serves as Head of Wealth Management, Financial Advisor and member of the Portfolio Management Committee, and CCO for Allen, Mooney and Barnes Investment Advisors, LLC. He is a Certified Financial Planner ™ General Securities Representative, and Investment Advisor Representative.
Mr Davis has been in the wealth management/investment advisory business for 21 years helping high net worth individuals, non-profits, and government entities achieve their goals.
Mr. Davis received a BBA in Finance from Mercer University’s Stetson School of Business.
Mikel joined AMB as the Head of the firm’s Investment Banking division in 2019. Prior to joining AMB, Mikel served as Chief Financial Officer for Ciox Health – a leading provider of healthcare information management services. Mikel started his career as an investment banking analyst at Robinson Humphrey and has held various senior roles at multiple investment banks, including Vice President at Shattuck Hammond and Managing Director at Genesis Capital.
At AMB, Mikel is responsible for client strategy, sourcing deals and managing transaction execution. Over the course of his career, Mikel has directly participated in transactions across a wide spectrum of industries. His healthcare transaction experience has spanned provider, HCIT, payor, and life science services companies to date.
Mikel received his Bachelor of Arts from Washington and Lee University and his Masters of Business Administration from Emory University’s Goizueta Business School. Mikel was recognized as a winner of M&A Advisor’s 8th Annual Emerging Leaders Awards.
Kathy Bartlett is a Financial Advisor for AMB’s Wealth Management division. An investment, trust, and banking professional with more than 25 years of experience, Bartlett is investment and insurance licensed. She also is a Registered Investment Advisor, making her clients the center of all the financial expertise she provides. Trust and estate planning, and investment portfolio construction provided in conjunction with her AMB partners, are the foundation of the services provided.
Bartlett is a graduate of Simpson College in Iowa, where she grew up. She also earned a Master’s in Public Administration from the College of Charleston, prior to moving to Tallahassee in 1997.
Johnny joined AMB’s investment banking team directly out of college. At AMB, Johnny executes on origination, process management, client management, and talent procurement efforts. Johnny has spent the majority of his career working with Founders who operate provider-based, multi-site healthcare services businesses.
Johnny is a North Carolina native and graduated from UNC Chapel Hill’s Kenan-Flagler Business School.
Taylor joined AMB’s Wealth Management team in the Fall of 2016. Taylor began her career in public accounting. Prior to joining AMB, Taylor was a financial auditor for a large regional firm auditing public and private healthcare systems throughout the Southeast. At AMB, Taylor leverages her accounting knowledge in assisting AMB’s Financial Advisors and clients.
Taylor received her Bachelor of Science in Accounting and Masters of Accountancy from Valdosta State University. During her tenure at VSU, Taylor was a member of the Business Students Advisory Board, Beta Alpha Psi, and Chi Omega.
Dianne Hall joined AMB in 2013 as a registered sales assistant. Prior to AMB, Diane worked at Wells Fargo Advisors in Destin, Florida and has been in the investment industry since 2000. Dianne is involved in the management of client relationships and assisting other Wealth Associates.
Prior to becoming involved in the investment industry, she had 23 years with Flowers Industries of Thomasville, Georgia.
Dianne is a graduate of Valdosta State College in 1973.
John Michael serves as a Financial Advisor in AMB’s Wealth Management division. He is a General Securities Representative and an Investment Advisor Representative. Specializing in retirement planning, he serves clients in 10 states.
Prior to joining AMB in 2022, Mr. Hall owned Hallmark Wealth Strategies, a financial planning firm based in Moultrie, Georgia. He and his family live in Moultrie, where he operates a branch office for AMB.
John Michael received his BS in Business Management from Drake University.
Didi Hoffman serves as a registered sales assistant for AMB’s Wealth Management division. Didi’s business experience is broad and encompasses the manufacturing, wholesale, retail and publishing sectors. She has owned her own brick and mortar business and worked for major corporations. Her core strengths are sales and marketing with a focus on client experience.
Prior to joining AMB Wealth, Didi was the general manager of a news wire service which provided legislative and political news to most news organizations in Florida. Her clients also included the Florida Governor’s office and his agencies, government influencers and leadership throughout the state.
She was originally trained in corporate sales and marketing at AT&T and awarded the top salesperson in their national sales school. Didi is an award-winning author, speaker and feature writer published in many magazines.
Didi earned a Bachelor of Arts in English from the University of Florida and her Masters in Business Administration from Nova Southeastern University.
Kelley joined AMB’s accounting team in 2011 after working in all areas of accounting (Audit, Tax, Bookkeeping, Planning) at a mid-sized accounting firm for close to five years. She began working early in the bookkeeping arena while in high school and during her time in college pursuing her Bachelors of Business Administration. She then entered the workforce and worked several years before obtaining her Masters of Administration with a concentration in accounting from Thomas University. Kelley holds an active CPA license in the State of Georgia.
Kelley has worked on a variety of client accounts related to medical practices, farming, non-public, retail and service industries, and many more. Also, she has been involved with business valuations, mergers, and estate planning.
Max joined AMB’s investment banking team directly out of college. At AMB, Max is responsible for the development of financial models, preparing client-facing materials, project management, and coordination.
Prior to joining AMB, while at the University of University of Georgia, Max graduated with distinction from the Terry College of Business with a Bachler of Business Administration in finance with an emphasis in pricing and valuation and earned his certificate in the personal and organizational leadership. During his university years, Max interned in private equity, investment banking and corporate finance areas of finance.
Ryan joined AMB’s Investment Banking team in the fall of 2013. Ryan began his career in public accounting within a large regional public accounting and consulting firm. Prior to joining AMB, Ryan was a senior manager in the firm’s transaction advisory services practice, a group he was a founding member. With this extensive experience, Ryan today specializes in analyzing the financial aspects of middle market acquisitions and divestures as well as executing due diligence strategies designed to identify key risks considered in any M&A transaction. He has advised numerous private equity firms, public companies and strategic parties in a variety of industries, including but not limited to healthcare, life sciences and technology. In all, Ryan has directly participated in more than 100 M&A transactions with an aggregate transaction value greater than $2 billion.
Ryan received his Bachelor of Business Administration in Accounting from the University of Georgia and his Masters of Accountancy from Georgia College and State University. He holds an active CPA license within the State of North Carolina.
Gordon D. (Danny) MacQuirter Serves as Partner, Financial Advisor and Chairman of Portfolio Management for Allen, Mooney & Barnes Investment Advisors, LLC. He is a General Securities Representative and Investment Advisor Representative. He is also insurance licensed for variable life, variable annuities, fixed life, fixed annuities, long-term care and disability insurance. Previously, Mr. MacQuirter was a Partner and General Manager of Plantation Chrysler-Plymouth Dodge in Thomasville, Georgia. He has also served as Assistant Vice President and Retail Credit Manager with Citizens and Southern National Bank.
Mr. MacQuirter received a Bachelor of Science in Business Management from Georgia Southwestern State University.
Jim joined AMB as a Financial Advisor in 2019. Prior to joining AMB , Jim entered the investment field in 1982 as a stockbroker for A G Edwards & Sons , Inc.
Jim received a bachelor of business administration in accounting from Georgia State University and a bachelor in arts in history from Valdosta State University.
Richard G. Mooney, III is a founding partner of Allen, Mooney & Barnes Investment Advisors, LLC. He is a Registered Principal, a Registered Investment Advisor Representative, Limited Equity Trader, a General Securities Representative and he also holds his life and health insurance licenses for the State of Georgia. Previously, Mr. Mooney served as Vice-President of the Thomasville, Georgia office of Shields & Company. Prior to 1989, he and M. H. Allen, Jr., worked in a partnership arrangement with Merrill Lynch, Pierce, Fenner & Smith, Inc. Mr. Mooney was also a Vice-President with the Citizens and Southern National Bank, managing the marketing department and serving as a commercial lending officer. He specialized in Trust services work for corporations and high net-worth individuals in the South Georgia area.
Mr. Mooney received his Bachelor of Science in Business Administration from Georgia Southwestern University in 1974.
Mike joined AMB’s Investment Banking team in May 2021 as an associate. Prior to joining AMB, Mike served as Chief of Staff to the Medicare CFO at Centene Corp., a national managed care organization, leading State and Regional Performance Reporting, FP&A and Strategic Initiatives. Mike began his career in Corporate Development and Investor Relations at WellCare Health Plans, where he directly led or supported 11 M&A transactions, with an aggregate transaction value of $22 billion. Notable transactions include $17.5 billion sale of WellCare to Centene and related divestitures, $2.5 billion purchase of Meridian Health Plans, $800 million purchase of Universal American and purchase of Medicare PDP divestiture from Aetna-CVS transaction.
Mike received his Bachelor of Science in Economics from Florida State University.
Kari joined AMB’s Wealth Management division in August of 2015. At AMB, Kari wears many hats but is primarily responsible for backoffice support, licensing and account management services. She also serves as the Company’s liaison with WFCS Correspondent Services.
Prior to joining AMB, Kari was a Business Development Manager for one of the largest insurance FMOs on the east coast. While there, she managed a group of independent agencies across the United States and coordinated national marketing campaigns for new carriers and products.
Kari attended Valdosta State University and received her MBA, with a focus in Organizational Behavior and Leadership, from Thomas University in 2009.
Jennifer Pearce joined AMB in 2020 and serves as a registered sales assistant for AMB’s Wealth Management division. Prior to joining AMB, Jennifer held multiple banking roles for 10 years including serving as a personal banker and loan assistant, and was also an integral member of the FMB and The First, ANBA Integration Mergers and Acquisitions Team. Jennifer is known as a professional who provides outstanding client service and someone who exceeds expectations.
Jennifer actively serves her community in many different capacities. She was a member of the Junior Service League Board for six years and an Ambassador for the Thomasville Chamber of Commerce 2010-2020.
Robby L. Pitts serves as Vice President and Financial Advisor within AMB’s Wealth Management division. Mr. Pitts began his investment career with Edward Jones & Company and joined Shields & Company in 2000 after assisting with the establishment of Investment Management Advisors of Marietta, Georgia. He is a General Securities Representative and a Registered Investment Advisor Representative. He also holds an insurance license for variable life, variable annuities, fixed life, fixed annuities, long-term care and disability insurance.
Mr. Pitts, a former Marine, received his Bachelor of Science degree in English/History Education from Brewton-Parker College.
Vann Pitts: serves as a Financial Advisor within AMB’s Wealth Management division. Mr. Pitts began his investment career at AMB in 2018. He is a General Securities Representative and a Registered Investment Advisor Representative. He also holds an insurance license for variable life, variable annuities, fixed life, fixed annuities, long-term care and disability insurance.
Vann received his Bachelor in Business Administration degree with a major of Finance from Valdosta State University.
Maranda M. Quigg serves as a registered sales assistant for AMB’s Wealth Management division and as an executive assistant for AMB’s Investment Banking division. She is a General Securities Representative and Investment Advisor Representative and is actively involved in client relationship management.
Mrs. Quigg has been in the financial services industry for eight years across various capacities ranging from grant compliance for a state-wide nonprofit, patient financial counseling at a local women’s health services provider, to working in investment management at AMB for the last four years. Prior to her work in finance, Mrs. Quigg worked as an educator.
Matthew J. Roach CFA®, MBA serves as Vice President, Director of Portfolio Management and Chief Investment Strategist for AMB Wealth. Mr. Roach is a CFA Charter holder, Licensed research Analyst, General Securities Representative, Operations Specialist, and Register Investment Advisor. Mr. Roach has been in the wealth management/investment advisory business for 13 years. Prior to joining AMB, Mr. Roach served as the Director of Portfolio Management and Investment Strategist for Eastover Investment Advisors, LLC out of Charlotte, North Carolina from 2011-2015.
Mr. Roach is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals. Mr. Roach holds a BBA in Finance along with an MBA.
Heather joined AMB’s tax and accounting division in the fall of 2013. Heather began her career in public accounting within a mid-sized regional public accounting and consulting firm. Prior to joining AMB, Heather was a senior accountant in the firm’s tax and audit sectors. During 2017, Heather changed roles within the Company and is now the Financial Operations Principal (FINOP) and performs the financial accounting and reporting for the Company. Along with the financial duties, Heather also provides tax, audit, and accounting services to clients across multiple industries, assists with private offerings through AMB’s Broker/Dealer and various other consulting services within the Company.
Heather received her Bachelor of Science in Business Administration with a specialization in Accounting / Accounting Information Systems from the University of West Florida and her Master of Accountancy from Florida State University. She holds an active CPA license within the State of Georgia.
Harry joined AMB as a Financial Advisor in March 2017 following nine years with AG Edwards and Sons and 11 years at SunTrust Investment Services, Inc. as a financial advisor. As a Certified Retirement Plan Counselor, CRPC, Harry works with individuals and their families with financial planning and investment advisory services throughout their many phases of life.
Harry received his Bachelor of Education in Economics from the University of Georgia in 1983.
Kevin joined AMB’s Investment Banking team in the fall of 2021 as an Analyst. At AMB, Kevin is responsible for the preparation of client-facing materials, development of financial models, and project management. Prior to joining AMB, Kevin served as Corporate Strategy and Development Analyst at Health Management Systems, a payment accuracy and population health management organization, leading enterprise strategic planning efforts, go-to-market strategies, and M&A prioritization efforts.
Kevin received his Bachelor of Science in Finance from Florida State University.