Meet the Team

Jonathan Sard, CFP®

When Jonathan Sard was nine years old, his father suffered a life threatening, total disability. His mother suddenly found herself in the position of caring for her husband, as well as three young children, while still maintaining her dental practice. Jonathan and his family experienced first-hand the negative impact caused by not planning for an unforeseeable future. It not only helped him understand why it is so important to appreciate the present, but also to plan for the long-term and as many contingencies as possible. That’s why he leaves no stone unturned when reviewing your financial goals. Being the person his clients can always depend upon is the foundation of his business.

Jonathan Sard is a Certified Financial Planner serving the retirement planning needs of select pre-retirees, retirees, independent women and professionals.  As President of Sard Wealth Management Group, LLC, Jonathan is dedicated to unparalleled service and commitment to his clients, while building long-term relationships with them.  With more than twenty years of experience as an independent advisor, Jonathan provides comprehensive, unbiased financial advice to his clients.

Early in his career, Jonathan worked extensively in the employee benefit marketplace, helping small to medium-size businesses design and implement comprehensive benefit packages for their employees. This unique background helps Jonathan offer advice and insight on a vast array of matters not covered by most advisors.

Since becoming one of the youngest professionals to receive the CFP® certification more than 20 years ago, Jonathan served as an item writer for the Certified Financial Planner’s Comprehensive Examination.  He speaks regularly to organizations and corporations (such as Hewlett Packard, Accenture, Elizabeth Arden, Hunton & Williams, and Mercer University) on various retirement planning topics and is a retirement planning instructor at Emory University’s Center For Lifelong Learning..

Jonathan graduated from the University of Florida with a degree in Finance, is an active member of the Financial Planning Association and was recognized by Mutual Fund Magazine as “Financial Planner of The Month”.

Jonathan Sard has been published and quoted in numerous publications, including The Wall Street Journal, Atlanta Journal-Constitution, Washington Post, Industry Standard, Money Magazine, Journal of Financial Planning, Investment Advisor, Bloomberg, and Investment News. He continues to be a sought after source of information in his field by the local and national media.

Jonathan and his wife Karen make their home in Atlanta, Georgia. They enjoy spending time with their two energetic children, Brooke and Max, and their dog, Archie. Jonathan spends his free time coaching his children’s sports teams, traveling and watching movies from the 80’s.

FINRA BrokerCheck


Michele Meyers, CFP®

Michele Meyers joined Sard Wealth Management in November of 2005 and she brings over 30 years of experience in business management and customer relationship consulting. Although her degree is in Chemistry and Math, Michele has embraced her “second career” in financial services. Michele leads the operations for Sard Wealth Management as our Client Service Manager and has been instrumental in developing our business practices and expanding and enhancing our client service. Michele’s primary role is ensuring we exceed our client’s expectations on a day-to-day basis, while assisting with Social Security planning, insurance issues, investment trading matters, and general financial questions that need answers. She is a Certified Financial Planner™, a registered representative with Series 6 and 63 licenses, and a licensed insurance agent.

Michele and her husband Paul moved to Georgia in 2004 and live in Towne Lake. Michele loves to cook and pair her creations with good wine and good friends. She is an avid traveler, and has enjoyed visits to 17 countries and 46 states.

FINRA BrokerCheck
 

 


Brian Bohanon

Brian joined Sard Wealth Management in April of 2009 after gaining invaluable experience working at E*TRADE and then USAA in both operations and client service. He assists in many areas at Sard Wealth Management, some of which include ensuring accounts are properly established, that clients are contacted regularly to schedule meetings, and overseeing our technology to help improve the client experience at Sard Wealth Management. Brian was instrumental in helping the firm move seamlessly to a paperless filing system in 2009. He is securities licensed having earned his Series 7 and 63 in 2006.

Brian and his wife Sarah live in Decatur and enjoy seeing movies, going to concerts, cooking, and traveling.

FINRA BrokerCheck