Eddie Davis has a passion for the future of business technology. He enjoys studying and providing feedback on new applications as well as writing for publications on topics including FinTech, AI, Blockchain, E-Commerce, Millennial Business and other emerging technology trends.
In his role as Vice President at FINSYNC, Eddie has the great pleasure of introducing the cloud financial platform to forward thinking partners ranging from financial institutions to accounting, advisory, payment and others parties interested in facilitating better business through automation and analytics advances.
FINSYNC’s intuitive online tools help automate payments and accounting, and provide valuable insight through cash flow analysis. The lending network gives businesses access to fast, affordable financing. FINSYNC’s virtual community of specialists provides unrivaled support with bookkeeping, accounting, human capital management, financial analysis and corporate strategy.
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Kristin M. Pugh, CFP® is one of the youngest female wealth advisors at TrueWealth Management – a nationally recognized wealth management firm in Atlanta, Georgia. She serves her clients with exceptional service centered around mindful goal-oriented planning and strives to help them meet and exceed their goals. Kristin is a leader in the firm and has been instrumental in the creation of a world-class training program, career path progression plan, and a professional development program.
After graduating from Florida State University in 2005, Kristin started a position at Oppenheimer & Co. Inc. as a broker’s assistant and worked her way up to a Senior Financial Associate in 2 short years. In 2012, Kristin came to work for TrueWealth Management, achieved her CFP® designation in 2013, and now serves as a Senior Wealth Advisor.
Outside of TrueWealth, Kristin is passionate about the financial education of those in her community. As Director of Community Outreach and Pro Bono Planning for the Georgia chapter of the Financial Planning Association (FPA)®, Kristin regularly organizes pro bono events and finds great joy in counseling Metro Atlanta and surrounding communities’ citizens on financial matters. In addition to this, Kristin has had the opportunity to work side-by-side with the CFP Board in the exam creation process. They have invited her to not only write exam questions but also review the final exams before they are administered to CFP® candidates.
In her spare time, you can find Kristin bargaining for deals at one of Georgia’s fantastic antique malls or taking a yoga class with her husband, Will, who is a certified yoga instructor.
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Over a 17 year period J.R. McNair and his team have assisted over 6,400 small businesses and startups. J.R. McNair is the Founder of The Velocity Company, a management company with focuses in consulting, media, events and technology.
Mr. McNair is also the Founder of Small Business Day, the nation’s largest startup launch event as well as the Velocity Accelerator. As an active philanthropist J.R. has led the charge across the southeast through his non profit organization, The Georgia Crowdfund, to help improve local entrepreneurial ecosystems.