David Hatter, AIF : Principal
David advises clients on all aspects of strategic employee benefit planning including defined contribution retirement plans, defined benefit retirement plans, employee communications, healthcare and life insurance. He is a graduate of Purdue University. In addition to founding Arista Investment Advisors, David has founded previous investment advisory firms and served in senior consulting and management positions for more than 15+ years. David has been a contributor and author of articles published in Employee Benefit Advisor, Business-to-Business, Competitive Edge, Atlanta Business Chronicle, Currents and Plan Sponsor. He is a regular speaker for various organizations.
Eric Hansen, CIMA : Senior Consultant and Investment Analyst
Eric consults with our investment clients regarding all aspects of their investment accounts. He is a graduate of Boston University and has earned his Certified Investment Management Analyst certification. He has also completed all educational requirements for his Certified Financial Planner exam. Eric has more than 16 year of experience focused on institutional investment marketplace with a focus on defined contribution and defined benefit plans.
James L. Story III : Senior Consultant
Jamie consults with groups and individuals to provide comprehensive retirement and financial planning services. Jamie is a graduate of the University of West Georgia and holds a bachelor’s degree in Psychology and a master’s degree in Community Counseling. Jamie has more than 13 years of experience with retirement and investment planning in the K-12 market.
Steven Reents, CFP : Financial Planning Consultant
Steven advises our individual clients on all aspects of their personal and professional financial planning. Steven has earned his MBA in Financial Planning from Georgia State University and holds his Certified Financial Planner designation. He has been advising individual clients for the past 8 years and is a committed volunteer consulting with our active military prior to deployment as well as being on the board of the Financial Planning Association of GA.
Jim Carey : Compliance Advisor
Jim works with our investment services team to ensure all systems and procedures meet and exceed compliance requirements.
Myrna Shaw-Palmer : Project Manager/Marketing and Communications
Myrna acts as the strategic marketing arm on our team of service professionals. She will review your educational materials and assist in the creation of customized communications. She is a graduate from Mount Saint Vincent University and has been working in the areas of account management, marketing and communication for 15+ years.
Stephanie Schubert : Project Manager/Office Manager
Stephanie is responsible for office management and keeps our service team operating smoothly. In addition she serves as a project manager responsible for vendor search reviews.