Our Associates

Steve Kilpatrick, PFS, CFP®    Steve Kilpatrick  

Steve has been a member of the financial services industry since 1993. Prior to entering the financial services industry Steve was a Certified Public Accountant (CPA currently non-active), and holds the AICPA's Personal Financial Specialist designation.  He is also a CERTIFIED FINANCIAL PLANNER® and holds Series 7, 9, 10 and 63 securities industry licenses, commodities and insurance licenses.   Steve's mission is to help his clients achieve their financial and personal goals via a disciplined and focused financial planning process.

Steve has been a member of The Georgia Chamber of Commerce since 2002 and has served on the Chamber's board of directors for the past 8 years.  He is also a member of  The American Institute of Certified Public Accountants (AICPA) and the Financial Services Institure (FSI).

Steve and his family are active in the Atlanta community and through several state, regional and global charitable organizations.  Kilpatrick Advisors sponsors an annual internship to help train and develop principled future financial advisors in the Atlanta community.  He is also an active contributor to Brunswick, GA's MAP International (www.MAP.org), ranked by Forbes Magazine and CharityNav.org as one of the most effective and efficient global organizations in the world. 

Steve is an active advisor and contributor to his alma mater, Stetson University, where he previously played goalkeeper for the University's successful NCAA Division 1 soccer program. Steve is a member of the Pi Kappa Phi Foundation and was a member of the foundation's Centennial Commission.  Kilpatrick Advisors also contributes to The Atlanta Women's Mission, it's neighbor near the Georgia Tech campus on 10th Street.

Alex Reffett                      Alex Reffett

 

Associate

Alex executes many operational, marketing, and technical support tasks of the firm.  Alex is studying to becoming a fully licensed representative and pursuing a bachelor's degree in Finance from Georgia State University.  He is a member of Pi Kappa Phi fraternity and enjoys spending free time with his family.

 

Sami Alghoul

Administrative Assistant

Often serving as the liaison between Steve, Alex and clients, Sam is extremely knowledgeable in computer-based technical support and administrative issues.  He currently attends afternoon and evening classes as a Finance major at Georgia State University.