Wealth Management - Our People

Tegra’s wealth management division is made up of experienced, professional staff, with years of experience in their current functions. Below are our staff members, their functions and a brief biography. This will provide you the peace of mind in knowing we strive to continuously build and develop loyal, client-centric staff.

	Nick Bhandari, CFP® Partner/Managing Director nick.bhandari@hawcpa.com 404-898-8246		Tiondra Abernathy Client Service Representative
	Shane Austin, ChFc Senior Wealth Advisor shane.austin@hawcpa.com 404-879-2792		Vicky Bateman Business Tracking / Accounting
	Catherine Hardrick Administrative Support		Emily Novick, CFP® Research Analyst emily.novick@hawcpa.com 770-353-2884
	Lisa Schiffer, ChFC Senior Wealth Advisor lisa.schiffer@hawcpa.com 404-898-7550		David Schultz, JD Partner / Wealth Advisor david.schultz@hawcpa.com 404-898-7547
	Tracy Smith Operations Analyst		Chris Wynne, CFP®, ChFc, CLU Senior Wealth Advisor chris.wynne@hawcpa.com 404-898-7506

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.