Ken O’Leary CFP®, CKA®, AAMS©
Ken founded Surepath after serving clients with Edward Jones and another small firm for nineteen years. His passion is to help people reach their goals, while finding a balance between living an abundant life now and in the future. He lives in Marietta with his wife, Cindy, who is the executive director of The Hope Center. His children, Katie and Ryan, are both married with children. Ken is active in his church and men’s ministry, but his favorite time is spent with the six grandkids. He offers traditional portfolio management, and values-based investing.
David Miller MBA
David Miller has worked as a financial advisor for over 25 years. He lives in Peachtree Corners, Georgia with his wife, Carmen, and their 2 Bengal cats. David earned his MBA from University of West Georgia and obtained his undergraduate Business degree from Berry College.
David has a gift for explaining complex financial topics in easy-to-understand language and takes time to ensure his clients are comfortable with this information. He is readily available and makes a point of being there for his clients and their families, whenever they need him. With David as your Financial Advisor, you will never feel alone in your financial journey.
In his spare time, David can be found exploring the outdoors, mountain biking or grilling on his ‘Big Green Egg’.
Joshua is married to his high school sweetheart, Leah, and they live in Canton with their two children, Sophia and Becket. Joshua founded and operated a successful small business for more than ten years before answering “a higher call” to helping people with their finances. He began investing in his teens and attributes his accomplishments to a thirst for knowledge, good advice, and sticking to his goals. Joshua loves to fish and camp, and is active at First Baptist Church of Woodstock.