OUR HISTORY
Lanier Financial Group was founded in August of 2009.
The vision behind the development of Lanier Financial Group is that all people deserve to be served on a fiduciary level and work with an advisory team that is transparent, objective, and unbiased.
Although we offer many services to our clients, below are our areas of emphasis:
- Investment (Portfolio) Management
- Personal Financial Planning
- Divorce Planning
- Business Planning and Valuation
How We Serve Our Clients
At Lanier Financial Group we take pride in providing a high level of service to each and every client we work with.
Due to the fact that our clientele spans from coast to coast we take advantage of technology in order to ensure each client receives the attention they deserve. While we strive to provide face to face interaction it is not always feasible due to time constraints or physical distance. With that said we provide the security of cloud based document storage and sharing combined with video/web based conferencing tools to keep in regular contact with each person or entity we serve.
We firmly believe the more time we have to work on planning and portfolio management versus commuting provides better service and results for those we serve.
Nathan J. Hriczo, CDFA®
Managing Partner
Professional
Nathan founded Lanier Financial Group in August in 2009 with the vision of creating a comprehensive financial planning and investment advisory firm that works with clients on a fiduciary level. The main goal of Lanier Financial Group is to assist clients in achieving their financial goals by providing transparent, objective, and unbiased advice.
Prior to launching Lanier Financial Group Nathan began his career in Atlanta working as an operations manager for a mutual fund that specialized in commodities. The next progression in his professional career was taking an advisory role in Atlanta with a boutique financial planning firm that was backed by a Fortune 100 company.
Education
Nathan obtained a B.B.A in Finance with a concentration in financial planning at Georgia Southern University. During his time in school he became a student of the financial markets by expanding his education beyond the classroom. He focused his efforts on absorbing as much knowledge as possible regarding investment strategies, market theories, business and economic cycles. He is a self-proclaimed disciple of Benjamin Graham and Warren Buffett.
Personal
Nathan resides in Athens with his wife, two daughters, and dogs. He enjoys spending his time with his family as well as staying active both socially and philanthropically. Nathan is an avid golfer, lake rat, tennis player, and an actively engaged alumni of Sigma Alpha Epsilon. He and his wife love expanding the efforts of many local non-profits that focus on families, children, and healthcare.
J. Wade Shields, MBA, MHA, CMPE
Medical Practice and Physician Advisor
Wade specializes in providing consulting and C-Level interim management to hospital employed medical groups and private medical practices. He has a consistent track record of accomplishments which exemplify a professional with a reputation for building ROI, creating efficient infrastructure and operations resulting in rapid financial improvements.
He has held Manager, Director and Senior Leadership positions for corporations such as HCA, Healthtrust and Columbia. He also has physician practice management experience in MSO operations; Administrator of a Multi-Specialty Physician Group; and Director of Network Development for a Multi-Specialty IPA.
Wade has earned the professional designation of Certified Medical Practice Executive as awarded by the American College of Medical Practice Executives. He has an undergraduate degree from the University of Georgia in business operations and master’s degrees in business and healthcare administration from Georgia State University. Wade is the co-founder of Practice Partners, Inc and jointly works with Lanier Financial Group's medical team.
David M. Miller, CPA
Certified Public Accountant (CPA)
Professional
David is the managing partner of Pathwise CPA Group. He routinely provides tax planning, compliance and counsel to Lanier Financial Group clients. His extensive knowledge in tax as an overall element of a financial plan maximizes monetary efficiency and is critical for a comprehensive plan.
Education
David Miller received both his Bachelors and Masters in Accountancy from The University of Georgia. David has dedicated his career to tax, retirement planning, and financial consulting working with various CPA & Registered Investment Advisory firms in the greater Atlanta area.
David currently holds his Certified Public Accountant (CPA) certification and owns an independent insurance agency. He is also a licensed Realtor® in the state of Georgia and currently provides financial analysis for large real estate transactions for many of his tax clients in the Atlanta and Athens markets.
Personal
David’s hobbies include golf, traveling and UGA sports. He lives in Athens, GA with his wife and three children.
Melanie Pozorski
Operations Manager/Associate Advisor
Professional
Melanie serves as Lanier Financial Group's Operations Manager and an Associate Advisor. Her goal is to optimize firm operations which is driven by being exceptionally passionate about helping others and building strong relationships.
Prior to joining Lanier Financial Group, Melanie was the Operations Manager for a financial planning firm in Wisconsin.
Educational
Melanie earned a Bachelor’s degree in Business Management from Silver Lake College. She also holds a FINRA Series 65 License. She has extensive knowledge of the financial industry and continuously pursues professional development opportunities to stay current with industry trends and best practices.
Personal
Melanie resides in Lebanon, Ohio with her husband and two daughters. She enjoys doing yoga, drawing, and going on family hikes.
