Our Team

Based in Atlanta and Dallas, Wellspring Associates has earned a reputation over the past decades for capably identifying wealth strategies for affluent, multi-generational families, and business owners. We do not simply plan and advise. We form long-term relationships to achieve clients’ goals through wealth transfer, business succession, and philanthropic planning.

Wellspring Associates partners with your existing team of professional advisors including personal attorneys, corporate attorneys, CPAs, and investment advisors to chart and navigate a well-coordinated plan. Our Wealth Integration Solution™, along with our comprehensive approach and financial models, is used to identify a overall wealth philosophy that serves to guide each aspect of your plan.

We hold ourselves to the utmost standards of personal service and emphasize proactive communications. Our approach has empowered families to fulfill their personal, business, and philanthropic goals. We continuously maintain and adjust our approach to meet challenges and access new opportunities throughout the lifetime of our client relationships.

Wealth Integration Advisors


JOHN S. ADAMS

PARTNER


BRIAN C. FRIEDMAN

MANAGING DIRECTOR


STEPHEN T. HERLIHY

PARTNER


GREGORY A. RAABE

MANAGING DIRECTOR


BYRON L. THORSEN

MANAGING DIRECTOR

Client Management


AZIL MALAN

SENIOR CLIENT MANAGER


KELLY J. REAVES

SENIOR EXECUTIVE ASSISTANT


PATRICIA F. WILLIAMS

SENIOR CLIENT MANAGER

Operations & Design


CHARLES C. BERLIN

SENIOR FINANCIAL PLANNING CONSULTANT


JAY L. THACKER

CHIEF FINANCIAL OFFICER


JOEL S. TREMMEL

SENIOR FINANCIAL PLANNING CONSULTANT

Wellspring Associates brings together a distinguished team of advisors with diverse talents, knowledge, and experience.