We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom.
We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. We are here for our clients through every phase of their financial lives — to identify and set goals, create an operational plan and provide the highest level of support along the way.
As we get to know our clients, we present questions that get them thinking beyond typical financial advisor rhetoric. While retirement planning is critical, we may ask about other things that are important to you — college savings, tax implications on real estate transactions, wealth transfer, or estate planning down to wills and health care directives. Ultimately, we want to be looking at your complete picture. That’s when we can help best.
An Atlanta native, Jeff is an avid runner and, in his free time likes to read, play guitar, travel, and hit the open road on his Harley.
He is a co-founder and wealth advisor at Paces Ferry. Jeff has over three decades of financial services industry experience, having started his career in 1985 at PaineWebber. Most recently, Jeff served as managing director at J.P. Morgan Securities, a wealth management division of J.P. Morgan, and a partner in the Diamond Morris Group.
Throughout his career, Jeff has served on many honorary councils, including receiving the honor of being named a Five Star Wealth Manager by Atlanta Magazine.
Jeff is an honors graduate of the University of Georgia’s Terry College of Business and is a member of Beta Gamma Sigma, the honorary business fraternity. Jeff holds the AIF® designation, which demonstrates a thorough knowledge of prudent fiduciary practices and responsibilities to help clients on a deeper level. Additionally, he has been very involved with several charitable organizations.
Jeff is married with two daughters. When he’s not playing his guitar or reading a good book, he loves spending time with his family.
Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.
Previously, Zach was a partner in The Diamond Morris Group and a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Before becoming a Financial Advisor, Zach started as an Associate with the firm in 2011, where he developed skills for building lasting relationships with clients. Later, Zach developed and oversaw a training and mentorship program for J.P. Morgan Associates.
Zach supports a number of organizations including Alzheimer’s Association, Georgia Chapter, The Shepherd Center, Crohn’s & Colitis Foundation of America, and NewStory.
Zach received a B.S. in finance, with a minor in economics, from Elon University in North Carolina. He was a member of The Kappa Alpha Order and has served on the board of the Elon Alumni Association’s Atlanta chapter. Zach speaks Spanish and is an Atlanta native. He and his wife live in West Midtown’s Underwood Hills neighborhood and his parents and two of his three sisters and their families live nearby. In his spare time, Zach golfs, plays tennis, rides his mountain bike and travels.
Connor is an Atlanta transplant, originally from Washington, D.C. He joined the Paces Ferry team as a Senior Client Associate, and has recently been promoted to Associate Wealth Advisor. His role is client-centric: ensure an excellent experience for existing clients and, also, cultivate new client relationships.
Previously, Connor worked as a Fixed Income Analyst and Trader at a boutique financial services firm in Atlanta. He graduated from University of Georgia’s Terry College of Business with a Bachelor’s in Business Administration in finance. Additionally, during his college years, Connor spent a semester at Vienna University of Economics and Business in Austria.
As part of his personal celebration of the Washington Capitals’ 2018 Stanley Cup victory, Connor is now the proud owner of a yellow lab named Oshie (after T.J. Oshie, right wing on the Caps). Aside from spending quality time with his dog, he enjoys skiing, traveling, duck hunting, camping and reading. He’s a passionate fan of the University of Georgia Dawgs and all Washington, D.C. pro sports teams.
Rachel Molina is an Atlanta native and recently graduated with highest honors from Georgia Tech with a BSBA in Finance. While at Georgia Tech she participated in two internships. One was at an RIA, where she did operations and investment research. The other (her favorite) was at a hedge fund, where she traded options and dealt with futures.
Rachel has a passion for investing and financial markets and is currently studying to get her CFA designation.
Rachel is married with a daughter, Sofía and a new puppy, Zuma. In her free time, she enjoys spending time with family, attending Atlanta United games, hiking, and traveling the world.
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