Straightforward advice
to help money make sense

Rich began his career in the financial services industry in 1996, Craig in 2001. Rich was working on a specialty niche market and realized it needed the attention of a team to better serve the clients. Rich and Craig formed the Schooley/Houck Group of Morgan Stanley in 2002 and continued to build their brand, servicing retirees and retirement plans in the EMC industry.

Rich and Craig's complementary skills and areas of expertise enabled them to build one of the premier retirement teams at Morgan Stanley. As a result, they were both recognized as Retirement Plan Directors at Morgan Stanley.

Rich moved to Savannah with his family to be able to better serve clients at other locations. Craig headed up the Atlanta office, where all operations were based.

Alyssa joined the team in 2009 and made an immediate impact as head of client service and back office operations. She also helps structure and monitor our financial education program for our corporate clients, as well as planning client events.

After years of research and due diligence, Rich and Craig founded Dogwood Wealth Advisors in 2014. We wanted to emulate the culture we admired in our clients and have the ability to steer the ship in a direction that is best for them. The client-first ethos of Raymond James was a perfect fit.

Our team has one goal and that is helping our clients reach theirs by providing the best intellectual capital, delivered with personalized service – one relationship at a time.


We can only be said to be alive in those moments
our hearts are conscious of our treasures.

― Thornton Wilder ―

 

Atlanta

1100 Peachtree Street, Suite 325 // Atlanta, GA 30309 // Phone: 404.500.0155 // Toll-Free: 844.977.6937 // Fax: 404.500.0158 // Map and Directions

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Savannah

6001 Chatham Center Drive, Suite 253 // Savannah, GA 31405 // Phone: 912.200.5232 // Toll-Free: 844.977.6937 // Fax: 404.400.0158 // Map and Directions