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We believe that successful wealth management requires a well-crafted balance of art and science. That’s why our process seamlessly integrates conversation and connection, decades of professional and life experience, financial rigor and thoughtful counsel, and the intelligence and insight that make a lasting impact in lives, businesses, and communities.
A Vibrant Team of
and Curious People.
ALEX OPOULOS’ life and career changed forever when he jumped in to help his Mom put the financial pieces together after his father’s sudden passing. Quickly realizing that many of the financial and legal pieces were incoherent, Alex began the process of putting them together in a comprehensive and organized manner. A framework to make financial decisions that supported the life his Mom wanted to create. That early experience continues to shape and underscore his belief that a holistic, comprehensive approach best serves the financial complexities individuals and families confront.
Intensely curious about economics, geopolitics, and design, a self-described “math geek,” adoring husband and Dad, he begins each day in meditation, a centering practice of presence, acceptance, and gratitude. In Alex’s career, as in his life, “family” is built upon a foundation of compassion, loyalty, and trust that goes beyond genes. “Family” is who you show up for faithfully. Who you share your knowledge, skills, and vision with. Who you lift up, nurture, and empower. Who you turn to and return to. Alex’s mission is to build trusting, transformative relationships with the people and families for whom he serves. To be an extension of their family, each with its own nuances, characters, and firstname.lastname@example.org
NICK HOLMES was born and raised in Virginia and grew up in a small, hard-working family that provided him the foundational work ethic on which he has built his career.
Nick began in financial services as an intern with Alex in 1999, an experience that quickly developed into a long-term trusted partnership that has spanned over two decades. Nick is a dig-into-the-details problem solver, and logistics pro, who’s as energized by spreadsheets as he is about cultivating long-term relationships. He is constantly humbled by the trust people place in him to care for their families’ financial security and legacy — and be a source of support — especially in times of tremendous personal need.
A true believer that experiences matter more than material things, Nick enjoys entertaining friends and family and cultivating experiences with his wife, Candice, their four children and family dog, Magnolia. He is a devoted husband, Dad, and coach and channels the unconditional love and support of his own family to help him guide and empower the families that he email@example.com
BRITTON ZIEGLER came on board in 2008. Her primary responsibility is providing personalized concierge services to the clients of Objectivity Squared. She began her career in financial services as a securities trader as well as an insurance company product manager.
Britton graduated from Georgia State University receiving a B.S. in business with a concentration in hospitality management. She is a past board member for Racers for Pacers. In her spare time she enjoys running, surfing, golf, traveling and cooking for her family and firstname.lastname@example.org
ASHLEY HARRIS grew up in Brandon, Mississippi, and in her formative youth was a competitive gymnast, practicing before and after school, and coaching younger teammates. Her Mom and long hours in the gym instilled a sense of discipline, time management skills, and the value of practice, repetition, and refinement.
It naturally follows that Ashley makes everything happen. As the day-to-day contact for both the team and their family of clients, Ashley is a pro list maker and problem solver, organizing, streamlining, and working behind the scenes, ensuring everyone has exactly what they need, when they need it, to email@example.com
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