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Personalized Coaching

Experience the Power of Personalized Coaching

What makes Atlas Point unique is our deep understanding of your journey and our ability to combine behavioral conversations, practice management topics, and a deep sense of care.  

To get started, schedule a complimentary consultation with Mary today. She will learn about your business and who would be the best coaching fit for you based on your needs.

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Agile Advisor Coaches
Atlas Point
Mary H. Waller, ABFP™, RCC™
Head of Advisor Success
Atlas Point
Bill Brickey, RCC™
Agile Coaching and Accountability
Atlas Point
Carolyn B. Jones, RCC™
Practice Evolution and BeFi Integration
Atlas Point
Jermal L. Seward II, Esq. RCC™
Transformative Coaching Excellence
Barbara Kay Coaching
Barbara Kay, MA, LPC, RCC®, TIPC, CTP
Precision Practice Management Coaching
Via Brio
Chelsea L. Scomak, CFP®
Creating Your Paradise Through Client Experience, Efficiencies, and Automation
The Intentional Advisor
Lucila Williams, CFP®
Advice-Based Financial Planning