Victor James Borowsky

Rachel is a former retail executive who transitioned into Wealth Management driven by her attainment of early financial independence and a profound desire to empower others to achieve the same. She holds an MBA from the Wharton School with a joint major in Marketing and Operations Management, and a BA in Psychology from the University of Pennsylvania. A native Atlantan, Rachel resides in Alpharetta with her husband Jon and sons Gabriel and Jordan. She enjoys interior design, biking, singing, and drumming. 

RACHEL'S FOCUS

As Director of Operations, Rachel directs all facets of our firm's operations while shaping our strategy and growth. She is dedicated to implementing industry best practices, optimizing processes, and harnessing technology to enhance efficiency and deliver exceptional service to you. Rachel values your feedback and suggestions, as they play a crucial role in enhancing your overall experience with us.

Contact Rachel: rachel.feingold1@nm.com

Caroline is a French native who graduated from Lyon 3 University and has a Masters in Finance and Wealth Management. While studying abroad at UGA’s Terry College of Business, she met her husband, Sean. Caroline was a Financial Advisor for Bnp Paribas before moving to Anjalys, where she specialized in financial products for wealth managers. Most recently, she was a Private Banker with Banque Richelieu. Caroline volunteers at The Atlanta Humane Society, where she adopted her sweet dog Kobe. True to her roots, she loves cooking French cuisine.

CAROLINE'S FOCUS

As Associate Financial Representative, Caroline crafts personalized financial plans tailored to your goals. She  comprehensively assesses each client's unique circumstances to develop the appropriate strategies to grow and protect your finances. Whether helping to navigate life events or optimizing your financial strategy, Caroline is here to support you every step of the way. 

Contact Caroline - caroline.legrandward@nm.com

Tyler Shepard was born and raised in Rincon, a small town outside of Savannah, GA. He graduated Cum Laude from Berry College with a B.S. in Finance. Tyler started his career with Edward Jones as a financial advisor before moving to Yeomans Consulting Group, a family-owned RIA in Marietta, where he worked with high-net-worth clients on investment, tax, and estate planning. Tyler and his fiancée Molly attend Peachtree Presbyterian Church and enjoy spending time with their three dogs Kona, Bodey, and Banks. Tyler’s passions include golf, motorcycles, working out and spending time on the water.

TYLER'S FOCUS

As Director of Investments, Tyler is dedicated to formulating customized investment portfolio strategies to help you achieve your financial goals. His extensive background in estate planning makes him a valuable resource for any legacy planning advice.  Tyler is your go-to resource for all investment-related inquiries and servicing needs.

Contact Tyler - tyler.shepard@nm.com

Sarah graduated from The Georgia Institute of Technology in 2024 with a degree in Business Administration and a concentration in IT Management. She had the opportunity to study abroad in France and travel across Europe with the GA Tech Lorraine program. Sarah completed an internship with Stratix Corporation as a Business Analyst for the Mobile Operations Center. She is an Atlanta native who enjoys living in Buckhead with her rescue cat, Phoebe. Her favorite pastimes include crocheting and cooking.

SARAH'S FOCUS

As Client Service Specialist, Sarah ensures that your risk management needs are promptly and effectively addressed. With her sharp attention to detail and unwavering commitment to excellence, she is dedicated to ensuring that your insurance experience is smooth and hassle-free. Reach out to Sarah with any questions on your insurance servicing requests.

Contact Sarah: sarah.schnur@nm.com