Michael Williams joined the Bank of America family in July of 2011 in the role of Consumer Market Manager. Michael currently leads the Greater Atlanta Small Business Consultant group.
Michael is responsible for the performance of 27 small business specialist, focus on assiting small business owners achieve their business and life priorities by providing exceptional advise and making our full team of specialist accessible. He strives to identify ways to reduce complexity and provide a seamless experience for the client, taking into account the interests of our clients when considering decisions and solutions.
Michael also works closely with key partners in all lines of business to deliver top-notch service to customers. Through coaching Michael consistently has lead his teams to client experience success. While also managing the safety and soundness of our business, compliance and adherence to policies and procedures by means of sales integrity and ethics.
Michael and his family have a passion for volunteering and supporting organizations such as Autism Speaks, Cystic Fibrosis Foundation, and Girl Scouts of America,.
Michael defines success by his ability to make himself available to all team members as a sounding board as well as mentors, coaches and to provide developmental suggestions.
Connect with Michael on LinkedIn.
Charlotte Geletka is the managing partner at Silver Penny Financial Planning and a Chartered Retirement Planning Counselor ®. As an experienced investment advisor, Charlotte is more of a financial coach than anything else, committed to helping her clients get to a point where they can stop worrying about their financial future. She works hard with them to simplify their financial lives, get their financial houses in order, and create a clear path to their retirement goals—whether retirement is right around the corner or in the distant the future.
Charlotte graduated Summa Cum Laude from North Carolina State University. She is active on the local area committee for Young Life Atlanta Project. Charlotte gives financial literacy education talks for youth through the Kennrod Organization and local schools. She is passionate about serving her local community and financially empowering females.
Charlotte was honored to be named to Investment News’ 40 Under 40 class of 2019. This award highlights young talent in the financial advice industry and recognizes their accomplishments, contributions to the industry, leadership, and promise for the future. She is a member of the Morningstar Advisory Board. She was awarded the 2018 Circle of Excellence award by Women in Financial Services. She is proud to be a member of the Investment News Women Adviser Summit’s 2019 advisory board. She is a 2018 Atlanta Five Star Wealth Manager and recipient of the 2017 Lincoln Southeast Advisor of Now award. Charlotte also serves on the ABS Advisory Council at Lincoln Financial Advisors.
Charlotte holds the following licenses and professional designations: Chartered Retirement Planning Counselor from the College of Financial Planning, Investment Advisor Representative (series 65 Uniform Investment Advisor Law Exam), Series 7 Securities Representative Exam. Uniform Securities Agent (Series 63), Life, Health, and Annuity Insurance Agent.
Connect with Charlotte on Linkedin.
Le Macaron was founded in 2009 by mother-daughter duo Rosalie and Audrey Guillem to bring a taste of France to America, and to fill a gap in the pastry segment as the first concept to focus on the macaron. The first store opened in Sarasota, Florida, drawing in customers from as far as three hours away to get a taste of the airy but decadent, very Instagrammable French treat.
Le Macaron began franchising in 2012, and now has more than 50 locations across 11 states. In addition to its signature macaron, stores sell gelato, eclairs, napoleons, pies, cakes, croissants and fine chocolates, made with the finest French ingredients, as well as coffee, tea and more. As an industry leader with plenty of room to grow, Le Macaron plans to expand its national footprint through its commitment to authenticity and a willingness to adapt to evolving customer preferences.
With a degree in Hospitality Management from Ohio State University, Lisa Amundsen of Alpharetta had worked in the hotel business for over 20 years. Now, she has made the switch to restaurant management and is bringing two Le Macaron locations to the metro-Atlanta area, along with her husband Dave Amundsen.
Lisa had been with HelmsBriscoe for almost 16 years. They are a third party site-selection company, so she got to work with hoteliers and meeting planners every day. She is excited to use her connections in a new way. Lisa and Dave have lived in the Alpharetta area for over 15 years, where they now raise their two songs, ages 13 and 18. Lisa and Dave have volunteered any many school and charity events, in addition to attending their youngest son’s soccer tournaments.
When Dave was unexpectedly laid off from his job in corporate finance after more than 20 years, outplacement services brought him to a franchise consultant. Business ownership was something the husband-and-wife team had considered in the past, but franchising had never occurred to them. “The consultant approached me with four or five different ideas based on our experience and future goals and at the end of the day, Le Macaron shone brightly to us,” said Dave Amundsen. “We really liked what we heard when we talked to the franchisor and other franchisees.“
