Carrie Nelson is a corporate executive-turned-entrepreneur who is passionate about helping Financial Advisors and investors have better, more empathetic financial conversations. Carrie brings over 20 years of experience to Atlas Point, including significant practical knowledge in consulting, business development and entrepreneurship. She gained much of her expertise in her roles as a data strategy leader at Experian, a Principal at EY and the head of Firm Strategy at Edward Jones.

Through her wealth management consulting experience, Carrie identified an opportunity to connect character science and behavioral finance in a way that allows investors to express how they think and feel about money. This powerful combination leads to more personal and personalized financial conversations and has become a core principle of Atlas Point’s products and strategy.

Carrie was a student-athlete at the University of North Carolina at Chapel Hill and earned her degree in business administration through UNC’s Kenan-Flagler School of Business. She currently serves as the Finance Committee Chair for the Concordance Academy of Leadership’s Board of Directors.

Carrie lives in Charlotte with her husband and daughter and enjoys boating, hiking, and exploring new places with her family.

“My Financial Virtues profile highlighted for me a moment when my familiarity bias and anchoring bias was holding me back from letting go of a financial investment that was no longer serving me. The awareness allowed me to make a more rational financial decision and achieve a greater return.”

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Jeff is Atlas Point’s Chief Technology Officer and CISO. Prior to joining Atlas Point, Jeff helped build the first cloud based- digital only – commercial bank in the US. Jeff has previously served as the Global CTO for Thompson Reuters wealth business and served in the Wealth Management practice at EY. Jeff is a retired Air Force Lt Colonel.

As Atlas Point’s CTO/CISO, Jeff works to deliver and scale solutions that help Financial Advisors engage clients in more meaningful financial conversations.

Jeff enjoys being the family handyman and helping his daughters with projects around their homes. Jeff is also an avid runner and tinkerer.

My Financial Virtues profile reminded me that I need to involve my wife more in our financial decisions and that I may move too quickly.

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Mary is a gifted listener, problem solver and accountability partner who helps advisors create their ideal business. With over a decade of experience, Mary focuses her energy, enthusiasm and analytical thinking towards helping individual advisors and their teams improve not only their professional lives, but their personal lives as well.

Mary’s career in the financial services industry began in 1999, under the shingle of First Union Securities, focusing on process improvements from new account opening to advisory products and services. Having a broad view of investment services has made her empathetic to the challenges advisors face in an ever-changing environment. Mary has experience with more than 300 individual advisors, equating to over 7,200 hours of coaching engagement.

With her roots in the Midwest, Mary earned a B.S. in Advertising from Ball State University. She holds the General Securities Representative (Series 7) license, is a Registered Corporate Coach (RCC^TM), holds the Accredited Behavioral Finance Professional^TM designation, and completed the Applied Behavioral Finance Certificate through the Investment & Wealth Institute.

Mary lives in rural Montpelier, Virginia with her husband Tommy and their daughter Sarah. She spends time caring for her gardens, furry friends and many projects. She also serves as a Chief Officer of Elections for Hanover County and is very active with her Church.

"My Financial Virtues profile helped me better understand why I react to certain market changes and have this feeling that I’m being left behind. The information helps me now understand my own strengths and feelings about my family’s finances."

Allie Morgan leads Atlas Point Advisor Support. She is passionate about helping Advisors grow their business. She is a continuous learner and a skilled problem solver. Prior to joining Atlas Point, Allie worked for AlphaSights in NYC focused on strategy and marketing consulting. She graduated Magna cum laude from Texas Christian University with a major in communications and a double minor in business and psychology. She brings a growth mindset and she is client-focused which helps her to serve Advisors the way they want to be served, uniquely.

In her free time, she creates recipes (her favorite being pasta), hikes, reads thriller books, and travels.

"My Financial Virtues profile helped me understand that I am receptive to new ideas and like to collaborate with others when it comes to my money."

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Alexia Kenney is the Project Manager and helps support the technology team. She graduated with a B.S. in Marine Biology from the University of West Florida after transferring from The University of Alabama (Roll Tide) where she studied Aerospace Engineering. She has completed a certification in Cybersecurity through ISC2 and a certification in Project Management through the University of South Florida. She is also a Scrum Master certified through ScrumAlliance.

She was a dual collegiate athlete, riding for the University of Alabama Equestrian Team and Cheerleading for the first-ever West Florida Football season.

She lives in St. Petersburg with her cat Millie and enjoys beach days, reading, and caring for her extensive plant collection.

"My financial virtues taught me that I am grounded and realistic when it comes to financial matters and that my attention to detail helps me make thoughtful, well-informed decisions."

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Layal Kazerooni is a Business Analyst at Atlas Point, where she works across product and business strategy to support the firm’s growth and enhance client experience. She is passionate about translating behavioral insights into practical applications that help Financial Professionals better understand and engage their clients.

Layal graduated from Stanford University with a B.A. in Economics. Her academic and professional experiences have focused on economic and financial research, including work on innovative research initiatives alongside Stanford faculty. Her work has taken her across four continents, shaping a global perspective on economic and behavioral challenges. She is based in New York.

In her free time, she explores new interests, stays active, and reads.

"My Financial Virtues profile helped me understand that I am open to new financial ideas and willing to test and learn."

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Cara is a Senior Software Engineer at Atlas Point. Prior to joining Atlas Point, she helped design and build technical solutions for clients and companies across multiple platforms and industries, including being a part of the launch team of a financial banking app.  

She’s a graduate of the Grace Hopper Program at Fullstack Academy and has a B.A. in History from Stony Brook University.

She lives in New York City and enjoys reading, hiking, cooking and traveling.

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Kendra Thompson is a 25-year wealth management veteran with a track record of helping leading financial institutions modernize how they grow by strengthening the advisor experience, improving consistency of client outcomes, and building scalable operating models that support organic growth.

Over her career, Kendra has led and advised diverse teams across firms including Merrill Lynch, HSBC, Raymond James, Accenture, and Deloitte, focused on the future of advice and investing. Her work centers on a practical question: what are top-performing firms doing to equip advisors to win trust, deepen relationships, and retain assets across generations and how can those behaviors be systematized across a broader platform.

Kendra is the Founder and Principal of Epok Advice, a boutique consulting firm serving the financial services industry. She advises executive teams and boards on strategy and execution across organic growth acceleration, high-performance sales, operating model design, and M&A integration. She also leads teams delivering AI-enabled workflow transformation, digital enablement, and organizational change - helping firms move beyond point solutions to integrated, advisor-centric experiences that measurably improve productivity, retention, and wallet share.

A champion of FinTech innovation, Kendra also serves as an advisor to private equity and startup leaders seeking to operationalize new technology and modernize wealth management - bridging strategy, product, and execution to help teams deliver real lift in advisor performance and client engagement.

"My Financial Virtues showed me that I am receptive to exploring financial scenarios and new ideas but tend to make financial decisions quickly and with confidence."

Dr. Lamar Pierce is an economist and behavioral scientist focused on improving productivity and sales performance through experimentation and data analytics.

Lamar is Professor of Organization & Strategy at Washington University in St Louis, and was previously on the faculty at University of Texas and Carnegie Mellon University and a Non-Resident Senior Fellow at the Brookings Institution. He has published over forty peer-reviewed papers in economics, psychology, and management. His industry positions include operations management at Boeing, VP of Business Services at Wellspring, and Scientific Advisor at CivicScience and Maritz. Lamar holds a PhD from the Haas School of Business at the University of California at Berkeley as well as economics and music degrees from the University of Puget Sound.

At Atlas Point, Lamar’s focus is on enabling Financial Advisor expertise through principles of behavioral economics and psychology.

Lamar lives in St Louis with his family and enjoys hiking, piano, and playing Minecraft with his son.

“My Financial Virtues profile revealed my need to more frequently update data and evaluations on existing financial investments, as well as to better hedge risk on uncertain investments with large downsides.”

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Carsten is Atlas Point’s Chief Scientist. Prior to joining Atlas Point, Carsten held senior positions in analytics and credit across multiple fintech startups. Carsten was a postdoctoral scholar in Behavioral Decision Making at the UCLA Anderson School of Management and he has published research on consumer financial decision making and capital markets.

He received his PhD in Finance and MSc in Business Administration from the University of Münster.

Carsten lives in Alexandria, VA, and enjoys traveling to new destinations near and far.

“My Financial Virtues profile helped me better understand that I enjoy researching investment opportunities, and to balance micro and macro trends when evaluating existing investments.”

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