John D. Fuller - President & CEO
As the founder of Fuller & Company, John Fuller is the principal architect of Fuller & Company's 'whole growth approach' to helping clients build wealth. In addition to developing and managing various investment programs for our clients, he is skilled with comprehensive insurance plans. John provides consulting on tax and insurance related issues, including retirement systems and benefit programs, general finance, investment development and theory, income tax and insurance. In fact, John regularly serves as an expert witness on financial matters in both federal and state court. Before starting Fuller & Company, John was an investment banker and an investment and tax advisor in New York and Massachusetts. He holds a Series 7 General Securities license and is qualified to sell all types of life insurance, disability, health insurance and variable annuities in Georgia.
John received his BBA in Accounting from the University of Massachusetts at Amherst.
Jeffrey M. Swygert - Partner, CFP
Jeff has been with Fuller & Company nearly from its inception. As lead planner for his own clients, Jeff helped build Fuller & Company's reputation as a comprehensive financial planning firm. Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional. The CFP® designation is awarded only after a rigorous review of the education, ethics and experience of each applicant. Certification also requires financial planners to stay up to date on financial trends and strategies. Jeff holds a General Securities license 7 and 63 and is authorized to sell a variety of types of insurance in Georgia. He received his degree from Emory University in 1990.
Felix S. Gumina - Investment and Market Strategist, Wealth Management Advisor
You need a Marine on your team. Felix joined our team as Director of Operations and Wealth Management Solutions. Felix's missions are to develop and improve all aspects of customer service and to lead our team's continuing efforts to successfully design, deliver, and execute customized solutions for our clients. He also holds a leadership role on our investment Committee and is our most valuable resource on retirement plan analysis and implementation.
Prior to entering the financial services industry in 1996, Felix successfully served in the United States Marine Corps for ten years in various leadership roles in the United States, Europe, and Asia. He graduated Summa Cum Laude from Georgia State University.
Dixita Patel - Research Analyst
Dixi joined our firm as part of our Research & Development department. She ensures that each client has a well developed Investment Policy Statement that is in line with their goals, objectives and risk balance. In addition to customer support, Dixi plays a key role in monitoring the firm's technical tools, trend analysis and investment models.
Dixi graduated from Georgia State University with a dual major in Finance & Managerial Sciences. She passed her Lean Six Sigma Green Belt certification and is working towards completing the Black Belt program.
Reid 'Skip' Davidson, Jr. -
Wealth Management Advisor
Reid 'Skip' Davidson Jr. first joined Fuller and Company in May 2006 as a college intern where he helped build and maintain a consolidated and relevant portfolio management reporting tool. As a full time associate, he continues to support his original assignment in addition to playing an important role in the firm's wealth management business.
Since graduating from Georgia State University with a finance degree, Skip has become a fully licensed advisor holding his Series 7 and Series 66 licenses and is currently pursuing the Chartered Financial Analyst designation.
Mark Sudlow -
Risk Management Advisor
Mark joined Fuller & Company to head our Property and Casualty Insurance practice. With 13 years of financial services experience, including 4 years as the owner of a successful mortgage company, Mark understands the value of timely communication, expressed goals, and meeting a deadline. In his new capacity, Mark will work with our team to gain a deep understanding of clients' financial situations before providing strategies to protect what they've worked so hard to build.
Fred Chen - Team Support
Fred joined our firm to assist our tax and financial planning departments. He ensures that client statements, reports and tax returns are properly uploaded and stored in each client's portal. In addition to assisting the team's internal operations, Fred is also dedicated to providing elite customer service.
Fred graduated from Clayton State University with a BBA in Accounting and a Certificate of IT. He also plans to sit for the CPA exam in the near future.
Danielle Thomas - Client Support
Danielle joins Fuller & Company with an extensive background as a Promotional Consultant and Executive Assistant. She has worked closely with clients in the credit union, bank marketing and entertainment fields by providing successful ideas and branded products for key promotions and events. Danielle is committed to providing the very best in customer service and support and is eager to help you meet your financial goals.
Victoria Picket -
Directory of First Impression
As Director of First Impression, Victoria assists clients by connecting them to the right expert for tax and investment questions. Her background in customer relations at a country club and in real estate have prepared her to serve our clients and meet their needs in a swift, pleasant, and professional manner. Talk to her once and you'll realize: connecting with clients is her favorite part of this position.
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