Meet Your Team
Chris Greene
LPL Financial Planner
Born and raised in North Georgia, Chris Greene is devoted to helping people—whether at work or in the community. As a financial planner and wealth manager, Chris loves being a part of his clients’ lives, guiding them through the planning process, and helping them pursue their dreams and goals. Chris’ service philosophy is rooted in excellent communication. Great service means being available to clients even when they are not aware that they need his help.
Chris runs our Cleveland office. He lives with his wife Amy and their 2 daughters in Dahlonega.
Robert “Buddy” Moore
LPL Financial Planner
After graduating North Georgia College & State University in 1980, Buddy worked for The Torrington Company in Dahlonega for 21 years, earning his Masters in Business Administration while there. Later in his career with Torrington, Buddy dreamed of pursuing a career in financial services. In 2002 Buddy began his career as a Financial Planner with a large investment firm.
Working with LPL Financial since 2007, Buddy joined the team at North Georgia Wealth Management Group in 2009. Buddy is passionate about continuing to serve his clients, helping them achieve their financial goals.
Buddy lives with his wife Teresa and runs the Blairsville office.
Jacob Smith
Branch Administrative Assistant
Jacob Smith is a 2010 graduate of UGA with a bachelor's degree in Family Financial Planning. This is a new program at UGA, started in 2006. Jacob has been a productive member of the team, adding his enthusiasm, technological skills as well as helping to fine tune the overall financial planning process. Currently, he is in the position of Administrative Assistant, helping all planners with client integration, asset transfer and service. He will be managing our interns and future assistants as we grow.
He is a native to White County and currently lives in Dahlonega with his twin brother.
