John and Sue Picardi launched their careers as wealth managers and financial planners in 2003. Today, John remains in the role of financial advisor, utilizing his background as a CPA to help integrate tax planning into his recommendations and solutions. Sue works in business development and runs the operations of the firm along with Clare Stefan. Together, John and Sue have multiple insurance and securities licenses, including investment advisor representative registrations, allowing John to customize even the most complex financial solutions for their clients. Prior to starting a career in wealth management, John spent a number of years as a corporate executive managing companies with divisions located in Australia, the UK, Belgium, Norway, Switzerland, China, Hong Kong and Singapore. As a CFO and COO he was instrumental in several merger and acquisition projects. John has also gained valuable insight over the years by working with business owners, learning first-hand what it’s like to operate a small business of his own. He started his professional career associated with a CPA firm that focused on small to medium sized businesses, affording him the opportunity to advise business owners on both financial and tax matters.
After graduating from college with a BS in Accounting, Sue began her career as a public accountant, going on to become the Assistant Controller at Ralph Lauren Women’s Wear. During this time, high school sweethearts John and Sue married. They have been married for over 35 years and have two wonderful daughters and an amazing grandson.
The Picardi's are active in the community where Sue is on the Board of Directors for the Kennesaw Business Association and John serves as the Chairman of the Board for The Enrichment for Life Movement (ELM), a school of over 500 seniors that take classes on many subjects of interest to them. John also volunteers to teach a class at ELM on various financial topics specifically geared toward seniors. Sue served as an early morning facilitator of the Cobb Chamber Business Builder group for 7 years. The group focuses on studying various books on business and leadership. John was the past Treasurer (2 times) of the Marietta Business Association where they are currently members. John served on the Board of Directors for the Brookstone Men’s Golf Association where he served as Treasurer and President. In their leisure time John and Sue enjoy golf, reading, piano, the gym, travelling and spending time with their family and friends.