Greenside at Farther builds everything around you: your age, your goals, your family, and your comfort with uncertainty. Whether you're still creating wealth or replicating your paycheck in retirement, our mission is to help you design a retirement that supports the life you want to live.


For over 25 years, our team of private wealth experts has been dedicated to transforming financial complexity into clarity. We provide more than traditional planning; we offer a bespoke partnership designed to ensure your wealth works for you at every stage of life.
1041 Westend Drive, Suite 106,
Greensboro, GA 30642
We specialize in the Eleven Critical Years, ages 59½ to 70½,
the highest-impact window for retirement planning.
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Tax-efficient IRA and 401(k) withdrawal sequencing
Social Security claiming strategy and timing
Medicare enrollment and longterm care cost planning
Portfolio design for retirement income (to help replicate your paycheck)
Estate planning and wealth transfer strategy
Multi-generational growth and legacy planning
Goal alignment across spouses, children, and heirs
We bring the donor’s perspective to the table. By leveraging our deep expertise in high-net-worth gifting, we provide nonprofits with the strategic insights needed to inspire larger, more frequent contributions through education.

A great plan does two things: it lets you live well today and live well for decades to come.
Our job is to build the strategy that does both.
Your wealth is more than a portfolio; it's a structured framework. We inventory assets and map them to your spending priorities, with the clarity to support your long-term goals.
Every plan starts with your circumstances, not a template. We factor your age, goals, family, and comfort with uncertainty to build a customized strategy that balances security, flexibility, and growth.

We work with individuals and organizations across a range of leading industries
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We begin by listening. Where are you in your financial life, what matters most, and what are you hoping to achieve, protect, or pass on?
We take a detailed look at your finances: accounts, income, tax situation, estate documents, and any plans already in place. For institutional clients, we review governance, reserves, and donor activity.
We map the strategy against the decisions that matter most, from IRA sequencing and Social Security timing to estate design and donor development, and we walk you through the trade-offs with clarity.
Once we've agreed on the path, we put the plan in place, and we help ensure a seamless coordination with your CPA, attorney.
We review regularly, update for life and market changes, and keep the plan in service of the goals that brought you in. Your plan grows with you.

Security. Flexibility. Sustainability.
We believe retirement planning should be grounded in real decisions, not generic advice. We believe the eleven years between 59½ and 70½ deserve the most careful attention. And we believe nonprofits and institutions deserve the same rigor and warmth we bring to individual clients.
Our role: simplify the complexity, bring structure to the biggest decisions, and help you move forward with clarity and confidence.
With more than 25 years in the financial services industry, Brian Doe brings a rare blend of depth, perspective, and personal commitment to his work as a wealth advisor. He specializes in guiding clients through the complexities of investing and retirement planning, applying disciplined strategies that align with individual goals. Known for his approachable style, Brian helps clients move forward with clarity and confidence as they pursue long-term financial stability.
Brian began his career at Merrill Lynch, where he served as an Investment Advisor and PIA (Personal Investment Advisory) Portfolio Manager. He earned his MBA in Finance from Mercer University and his BBA in Marketing and Finance from the University of Georgia. Today, he is sought out for his thoughtful, risk-based approach to wealth management, designed to prepare clients for life’s transitions and shifting market conditions. For Brian, the most rewarding part of his work is helping people feel at ease in making financial decisions that support both their present lifestyle and future aspirations.
Beyond his advisory work, Brian has shared his time and expertise through charitable efforts around the world. He lives in Greensboro, Georgia, with his wife Laura and their three daughters. Outside of work, Brian is often biking and hiking the trails of Utah and Montana, or in the kitchen crafting his signature homemade pizzas for family and friends.

With more than 25 years in the financial services industry, Brian Doe brings a rare blend of depth, perspective, and personal commitment to his work as a wealth advisor. He specializes in guiding clients through the complexities of investing and retirement planning, applying disciplined strategies that align with individual goals. Known for his approachable style, Brian helps clients move forward with clarity and confidence as they pursue long-term financial stability.
Brian began his career at Merrill Lynch, where he served as an Investment Advisor and PIA (Personal Investment Advisory) Portfolio Manager. He earned his MBA in Finance from Mercer University and his BBA in Marketing and Finance from the University of Georgia. Today, he is sought out for his thoughtful, risk-based approach to wealth management, designed to prepare clients for life’s transitions and shifting market conditions. For Brian, the most rewarding part of his work is helping people feel at ease in making financial decisions that support both their present lifestyle and future aspirations.
Beyond his advisory work, Brian has shared his time and expertise through charitable efforts around the world. He lives in Greensboro, Georgia, with his wife Laura and their three daughters. Outside of work, Brian is often biking and hiking the trails of Utah and Montana, or in the kitchen crafting his signature homemade pizzas for family and friends.
Andréa brings over a decade of experience in operations, specializing in organizing projects, meeting deadlines, and streamlining systems to keep everything running seamlessly. She focuses on enhancing the client experience by listening closely, understanding needs, and finding the most efficient path forward.
Before joining the firm, Andréa built and led her own business, supporting clients with project management, technology solutions, team coordination, and marketing. That experience sharpened her ability to balance priorities, anticipate challenges, and deliver results that matter.
Outside of work, she enjoys woodworking, cooking, and capturing Michigan’s natural beauty through photography.

Andréa brings over a decade of experience in operations, specializing in organizing projects, meeting deadlines, and streamlining systems to keep everything running seamlessly. She focuses on enhancing the client experience by listening closely, understanding needs, and finding the most efficient path forward.
Before joining the firm, Andréa built and led her own business, supporting clients with project management, technology solutions, team coordination, and marketing. That experience sharpened her ability to balance priorities, anticipate challenges, and deliver results that matter.
Outside of work, she enjoys woodworking, cooking, and capturing Michigan’s natural beauty through photography.

Kendra brings dynamic leadership in institutional development to the Greenside Team at Farther. Specializing in philanthropic growth and community connection, she excels at elevating the client experience to drive strategic, high-impact outcomes.
Previously, as Director of Development & Fundraising Events for the Lake Oconee Academy Foundation, Kendra spearheaded initiatives raising $700K annually. This role sharpened her ability to cultivate long-term donor relationships, mobilize large volunteer committees, and deliver record-breaking campaigns.
Raised globally in an Army family, Kendra attended The Westminster Schools and earned her BA from the University of Georgia. Today, she resides at the lake with her three children: Knox, Evie, and Chase. Guided by a love for writing, reading, and yoga, her grounded, thoughtful approach drives both her family life and her impactful work at Farther.

Kendra brings dynamic leadership in institutional development to the Greenside Team at Farther. Specializing in philanthropic growth and community connection, she excels at elevating the client experience to drive strategic, high-impact outcomes.
Previously, as Director of Development & Fundraising Events for the Lake Oconee Academy Foundation, Kendra spearheaded initiatives raising $700K annually. This role sharpened her ability to cultivate long-term donor relationships, mobilize large volunteer committees, and deliver record-breaking campaigns.
Raised globally in an Army family, Kendra attended The Westminster Schools and earned her BA from the University of Georgia. Today, she resides at the lake with her three children: Knox, Evie, and Chase. Guided by a love for writing, reading, and yoga, her grounded, thoughtful approach drives both her family life and her impactful work at Farther.
With over eight years of experience in customer service and brokerage operations, Alexa bring a thoughtful, solution-oriented approach to every interaction. She prides herself on being an effective communicator and critical thinker, always striving to deliver a seamless client experience while building trust and understanding with those she works with.
In July 2025, She joined Farther as a Client Experience Associate, continuing to build on the skills and insights she developed during her time at Fidelity Investments. Her background spans from account services, money movements, retirement distributions, and operational support. She has also led training sessions, collaborated closely with clients and internal teams, and helped drive performance across key service metrics. Alexa holds a Bachelor's degree in Business Administration from Midwestern State University, where she was actively involved in student leadership and finance-focused organizations.
Alexa lives in the Dallas-Fort Worth area with her husband, heir 5-year-old son, 4-year-old daughter, and their dog, Joey. In her free time, she enjoys baking cakes, reading, and spending quality time with her family.

With over eight years of experience in customer service and brokerage operations, Alexa bring a thoughtful, solution-oriented approach to every interaction. She prides herself on being an effective communicator and critical thinker, always striving to deliver a seamless client experience while building trust and understanding with those she works with.
In July 2025, She joined Farther as a Client Experience Associate, continuing to build on the skills and insights she developed during her time at Fidelity Investments. Her background spans from account services, money movements, retirement distributions, and operational support. She has also led training sessions, collaborated closely with clients and internal teams, and helped drive performance across key service metrics. Alexa holds a Bachelor's degree in Business Administration from Midwestern State University, where she was actively involved in student leadership and finance-focused organizations.
Alexa lives in the Dallas-Fort Worth area with her husband, heir 5-year-old son, 4-year-old daughter, and their dog, Joey. In her free time, she enjoys baking cakes, reading, and spending quality time with her family.