Persium Wealth Management Team

Beyond the walls of our office, Persium employees enjoy various interests, hobbies and talents. Click on a photo to read more.

Will Bowen headshot

Will Bowen

Relationship Manager
Jenna Brock headshot

Jenna Brock

Executive Assistant
Kim Brown headshot

Kim Brown

Relationship Manager
Betsy Custer headshot

Betsy Custer

Advisor
Sandra Fisher headshot

Sandra Fisher

Marketing Coordinator
Alison Gould headshot

Alison Gould

Director of Operations
Stephen Griner headshot

Stephen Griner

President & Chief Operating Officer
Alex Lutsayev headshot

Alex Lutsayev

Analyst
Michael Murray headshot

Michael Murray

Partner
Trey Prophater headshot

Trey Prophater

Partner
Joel Rabanal headshot

Joel Rabanal

Analyst
Lyle Simons headshot

Lyle Simons

Senior Relationship Manager
Meisha Thompson headshot

Meisha Thompson

Corporate Accountant
Patrick Ungashick headshot

Patrick Ungashick

Chief Executive Officer
persium star

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  2100 Riveredge Parkway, Suite 1230  /  Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.