Brian Doe, CFP®

Wealth Advisor

No two days are the same for Wealth Advisor Brian Doe, and that’s the way he likes it. Between advising clients, calling on his resourcefulness, and following daily movements in the market, the financial world keeps him on his toes. After working in the industry for 17 years, he still finds it fascinating, and enjoys helping people reap the rewards of an entire lifetime of hard work.

Brian cut his teeth at Merrill Lynch as an Investment Advisor and PIA (Personal Investment Advisory) Portfolio Manager. At LivingWorth, he embraces the opportunity to get to know his clients, teach valuable lessons, and be of optimal service. He has also dedicated his time and expertise to a number of charitable causes around the world.

Brian lives with his wife Laura and their three daughters in Greensboro, Georgia, where they attend Lake Oconee Church. In his spare time, he is often found water skiing on the lake, or making pizzas with his family.

Linda Montgomery

Client Services Coordinator

For almost 15 years, Linda has been working in insurance and banking industry. Linda loves new challenges and appreciates the opportunities that financial planning presents. She is motivated by the desire to provide the best client experience possible. Linda is always ready to tackle new projects.

Linda lives in the Lake Oconee area after relocating from Atlanta, GA seven years ago. In her spare time she loves to be outdoors on their boat, do woodworking and to visit her grandchildren.

Brett Danko, CFP®, CFPC®

Financial Planner

With 25 years in financial services, Brett Danko has seen it all. And he well knows the volume of unhelpful and conflicting advice in the market. So he committed to navigating clients through their complex financial landscapes—and discovered that putting clients’ interests first makes his job meaningful every day.

As the Founder and Managing Partner of Main Street Financial Solutions, LLC (MSFS), Brett excels in many areas of finance, and is an expert in retirement income planning. With many smart people unaware of what assets they will need for retirement, Brett works tirelessly to make their money go further. His work enables his clients to live life on their own terms, allowing them to accomplish both short- and long-term goals.

Brett is always eager to share his knowledge. He teaches all the required CFP® Certification Education Courses and CFP® Board Certification Examination Prep Courses throughout the United States, as well as providing classroom continuing education to industry professionals.

Jamal L. Mahmood, CFP®

Insurance and Annuity Planner

Jamal L. Mahmood, CFP®, CLU®, CLTC®, RICP® is our coordinating Main Street Financial Solutions - Insurance and Annuity Planner. In this capacity, he assists LivingWorth Advisors to assess insurance needs of clients and their existing insurance portfolios, and recommend changes that augment financial planning and wealth management strategies.

Jamal has worked with clients in financial services for over 20 years, including 11 years as an advisor with Northwestern Mutual Life, one of the largest insurers in the country. He is licensed in both Life and Health and Property and Casualty in Georgia, New Jersey and several other states. He has attained advanced credentials in the areas of life insurance (Chartered Life Underwriter), long-term care insurance (CLTC), and retirement income planning (RICP). He teaches the course on “Insurance and Risk Management” for the Bryant University CFP® program.

Jamal obtained his BA from the University of Richmond in Virginia. In his spare time, Jamal is a civil celebrant and wedding officiant. He and his wife Hannah live in Essex County, NJ.

Andrea Myers

Digital Media

Dedicated to improving the client experience, Andrea leverages her expertise in digital media and project management to streamline daily business operations, improve communication, and design financial tools to help clients every day. She has achieved this by expanding Livingworth’s use of technology to create more efficient processes. Her goal is to make the Livingworth experience the best it can be—and she takes pride in her ability to conquer whatever challenges stand in her way.

She enjoys the outdoors and has a passion for photographing landscapes.