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Our Team

Meet the Southern Wealth Team

When it comes to your financial future, it’s essential to partner with a team rooted in integrity and lasting relationships. At Southern Wealth, we understand that no single person can master every aspect of financial planning, which is why we’ve built a team of dedicated experts who collaborate to deliver the best possible outcomes for you. With humility, excellence, and a commitment to serving others, we invite you to sit down with us and experience the Southern Wealth difference firsthand.

Southern Wealth team photo

You Deserve To Work With The Best

When it comes to your financial future, you deserve a team that takes the time to get things right. With more than 160 years of combined experience and six professional designations, we've curated a talented group of professionals to serve your growing needs.

Ben Gantt RICP®

Founder and Private Wealth Advisor

Pooja Patel

Partner and Private Wealth Advisor

Ben Graybar MBA, QPFC

Associate Private Wealth Advisor

Hugh H Tomlinson

Director of Business Development

April Shockey ChFC®, CLU®, CASL®

Business Manager

Colin Bernatt

Chief Operations Officer

Heather Suber

Associate Private Wealth Advisor

Sheila Yvette Doyle CFP®, ChFC®, RICP®

Director of Investments

Kiley Durrence CFP®

Associate Private Wealth Advisor

Jacqueline Betancourt

Financial Planning Associate

Bonnie Gantt

Client Relations Manager

Donna Hoover

Client Service Associate

Our Dedicated Network of Specialists

Through Northwestern Mutual, Southern Wealth has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Bob Pozatek

Financial Advisor

Christopher L Snoap

Financial Advisor

Thomas R Vaughn CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

Will Lewis

Financial Advisor

It’s not just our name, it’s the way we do business. Welcome to Southern Wealth.

Let’s Get Started