Ross Wyatt, CFBS

Partner

As founding member of Piedmont Wealth Partners, Ross Wyatt has over 15 years of financial planning experience. Ross has been recognized by NAIFA Atlanta as one of the Top Advisors Under 40 in 2014, 2016, 2017, 2018, and 2019. The primary focus of his practice is helping individuals, families and business owners reach their financial goals.

Ross is a native of Atlanta and attended The University of Georgia where he majored in Consumer Economics. Upon graduating, Ross began his career in finance as a commercial lender with Bank of North Georgia. After 3 years in banking, Ross realized his passion for goals-based planning and began his career as a financial advisor. He also holds the Certified Family Business Specialist designation (American College).

Ross is a member of The Piedmont Driving Club and is an active member of several local community and non-profit organizations. He and his wife, Emily, live in North Buckhead with their two sons, Holden and Benton.

Jeff Norris, CFBS

Partner

Jeff is a partner and founding member of Piedmont Wealth Partners. Jeff has over 15 years of experience working with both individual and corporate clients of the firm. He specializes in providing clients with integrated solutions regarding business planning, executive benefits strategies, estate planning, and insurance. He has served as a member of NAIFA where he obtained the award for Top 40 Under 40 from 2014 – 2020.

Jeff holds the Certified Family Business Specialist designation (American College), Certified Exit-Planning Advisor Designee (CEPA®) from Exit-Planning Institute and Certified Plan Fiduciary Advisor (CPFA®) for employer sponsored plans.

Kira Schleicher

Partner | Financial Planner

Kira joined Piedmont Wealth Partners in 2018. She is a proud alumnus of Tulane University, where she received a Bachelor’s Degree in Finance and a Master in Accounting. Kira began her career in public accounting with Grant Thornton as an Audit Senior Associate. Eager to return to her finance background and directly impact client’s financial wellness, Kira became a financial advisor.Kira works diligently to provide comprehensive financial planning and elite service to our clients. Kira also serves as Director of Operations for the team.

Kira was raised in Baton Rouge, Louisiana, but she has proudly called Atlanta home since 2013. Kira is an active member of the Juvenile Diabetes Research Foundation’s Young Leadership Committee.

In her spare time, Kira enjoys traveling with her husband, Drew. She loves spending time with friends and family, pickleball, tennis, gardening, and other outdoor activities.

David Short

Financial Planner | Wealth Management Advisor

David has always strived to make a difference in his community and build lasting relationships along the way. He has dedicated his passion for financial planning to help family prepare for a brighter future and understand how to get there. With tailored strategies he provides the guidance and security to help others achieve their life goals.

The son of a small business owner, David has seen firsthand the work ethic required to achieve such a dream. His journey started at the University of West Georgia where his passion for finance and economics took shape. Upon attaining a BBA in the two disciplines, he knew a career as a financial advisor would allow him to help make a difference in his community.

David currently resides in Cumming, Georgia. He enjoys spending his free time with family, fishing, and taking swings on the golf course. He is a member of Browns Bridge Community Church and visits the Humane Society of Forsyth County regularly.

Ian Davis

Financial Professional

Ian is the latest member of Piedmont Wealth Partners. He graduated from Georgia State University, receiving a B.A. in History and a minor in Chinese Language & Culture. Though he originally began his professional career as a Graphic Designer in New York City, Ian worked with a variety of different products and clients. It was here that Ian quickly learned that he enjoyed working directly with people—creating solutions and executing plans in collaborative fashion.

Moving back to Georgia, Ian was eager and optimistic to change directions and get more involved through a client-facing role. Recalling his coursework dealing with Economic Systems of the Modern World, Ian began to seek a career in finance. His unique background has allowed him to relate to all types of individuals, helping them reach their financial goals and milestones.

Ian lives in Smyrna with his wife, Jacqueline. Together, they enjoy hiking and camping with their dog, Jerry. Ian is also an avid golfer and enjoys live music.