Professional

David is a graduate of University of Georgia, Terry College of Business. He joined the Johnson and Brannen team in 2021.

He specializes in serving the unique needs of those in the M&A world, entrepreneurs, and high-net worth families.

Personal

Based in Athens, GA, David resides with his wife, Blaney. He's a proud graduate and supporter of the University of Georgia, you can find him at Sanford Stadium most any given Saturday in the fall rooting on the dawgs.

In his spare time David enjoys golf, tennis, traveling with his wife, and spending quality time with friends and family.

Professional

Sarah has joined Johnson & Brannen Advisory Group as an Executive Assistant. She specializes in supporting the advisors in the firm, as well as providing a first-class client experience.

She recently moved from London to New York, and before her move she spent time working in London as a Personal Assistant to a leading British actor.

After graduating from the University of St Andrews in 2014, she spent two years in Malawi teaching Latin and Ancient Greek at a local boarding school.

Personal

In her spare time, Sarah enjoys travelling, playing field hockey, hiking, playing the bagpipes and spending time with family and friends.

Professional

Mindi Biscoglia specializes in client onboarding and relations, including establishing and maintaining accounts, managing insurance underwriting, and handling client service requests. She has an extensive background in customer service, finance, and staffing.

She graduated from the University of Georgia in 1995 with a BA in Psychology and is currently licensed in Life and Health insurance.

Mindi moved to the Chicago suburbs in 2014, where she works remotely to provide Johnson & Brannen clients a high-quality experience.

Personal

Mindi met her husband, Benjie, at the University of Georgia and they were married in 1996. They lived in Athens for 23 years before moving to the Midwest to allow Benjie to pursue a career opportunity.

They have two adult children, Joey and Alex, and an adorable, spoiled bunny name Winnie.

In her free time, Mindi likes to read, travel, listen to music, and spend time with her family.

Professional

Emily joined Johnson & Brannen Advisory Group in December 2019. She helps manage some of the organizational aspects of the firm in addition to managing and servicing client’s accounts and policies.

She graduated with her Master's degree in Public Administration from Appalachian State University in 2014. Emily also earned a Bachelor's degree in Business Administration from the University of Alabama in 2012.

Personal

Emily married her husband Alan, in 2018. They live in the Athens area with their two small children. They are members of Redeemer Presbyterian Church.

In their spare time, they enjoy traveling, skiing, hiking and spending time in the mountains.

Professional

Ted specializes in constructing and managing investment portfolios and integrating them into a client’s financial plan.

Previously, he worked at Steward Partners Global Advisory where he helped manage client portfolios for high-net-worth individuals in the Washington, DC area.

He earned a degree in Economics from the University of Georgia before starting his investment management career. He also earned a masters degree in international trade and investment from George Washington University.

Personal

Ted is married to his high school sweetheart, Laura. They have two sons, Fiver and Conrad, and live in Chattanooga. In his spare time, Ted enjoys hiking and gardening with his family. You can also find him playing various bluegrass instruments.

Professional

Kaitlyn joined Johnson & Brannen advisory group in early 2024 as an Operations Associate. She specializes in providing an exceptional client experience by utilizing her strong organizational and communication skills to assist clients with their wealth management servicing needs.  

She graduated from Mercer University in 2020 with a B.S. in Biology and will receive her Master of Biotechnology from Fort Valley State University upon commencement in May of 2024.

Personal

Kaitlyn lived most of her life in Canton, Georgia but fell in love with Macon during college and hopes to make it her forever home. Family, friends, and fiancé Kyle are precious to Kaitlyn, and you can often find her with her local church group or taking photos of tiny bugs and plants while on a hiking trip.

Professional

Michael recently joined Johnson & Brannen Advisory Group and is located in the firm’s Macon office. He specializes in case preparation involving financial plans and insurance illustrations.

Previously, he started his career in the marketing field, working at a variety of different companies and organizations including Mercer University (Macon, GA), Thomas & Hutton Engineering Company (Savannah, GA), and Vein Specialists of the South (Macon, GA).

He earned a bachelor’s degree in Marketing from Georgia College & State University in 2016, and is currently licensed in Life, Accident, and Health insurance.

Personal

Michael and his wife Sally Anne married in 2018 and have a one-year-old son Carter. They live in Macon and are members at First Presbyterian Church Macon. In his free time, Michael enjoys playing music and spending time with his family.