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5445 Triangle Parkway,

Suite 150,

Norcross, Georgia 30092


Fax: 770-246-0319

Year Practice Began: 1997

Number of Advisors in firm: 4

Number of financial planners: 4

Number of investment researchers: 3

Number of support staff: 9

Compensation method: Fee-only

Fee for initial planning: $5,000 to $25,000, depending on complexity

Fee for asset management: 1% for up to $1 million, 75 bps for $1 million to $3 million, 50 bps for $3 million to $5 million, 30 bps for more than $5 million

AUM: $519 million

Number of clients: 225 to 230

Clientele: Retired executives, entrepreneurs, athletes and entertainers, widows

David Polstra, CPA, CFP, CIMA, PFS

Title: Founder/Chairman

Education: bachelor’s in accounting from University of Texas

Previous incarnations: audit and tax departments of Big Eight accounting firm

Professional associations: NAPFA

Community associations: Eagle Ranch children’s home board member; chairman of the board for Medical Missions Ministries, an organization helping provide free medical clinics to the rural poor of Guatemala

Outside interests: jogging, waterskiing and vineyard cultivation

Chris Dardaman, CPA, CFP, CIMA, PFS

Title: CEO/CIO

Education: bachelor’s in accounting, Mississippi State University; completed the IMCA Investment Management Analyst and Alternative Investments Programs at the Wharton School of Business at the University of Pennsylvania

Previous incarnations: CPA with a Big Five accounting firm

Professional associations: NAPFA; the Alpha Group

Community associations: founding board member of The Lighthouse Family Retreat, a seaside retreat for families caring for children with cancer; teach, with wife Laura, in Right Start pre-marriage training program

Outside interests: local charities, golf, fishing, and travel