Get to know your finance team
It all starts with trust
At Capital & Planning, we believe financial success starts with trust, transparency, and a plan tailored to you. Whether you’re an individual building wealth, a family securing your future, or a small business striving for growth, we’re here to help you reach your goals with confidence.
As an independent, fee-based firm, your best interests always come first. We offer personalized financial planning and investment advisory services designed around your unique needs. With a commitment to integrity and confidentiality, we provide clear, unbiased guidance to help you make informed decisions—every step of the way.
We look forward to welcoming you to our offices, learning your story, and helping you plan for the life you’ve envisioned.
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Michael Edmondson
PRESIDENT & CERTIFIED FINANCIAL PLANNER
Michael brings over 30 years of experience in the securities industry, offering fee-based financial guidance designed to align with his clients’ goals. As a fiduciary, he prioritizes their best interests, providing trusted expertise to help secure their financial future.
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Justin Florence
FINANCIAL ADVISOR
Justin has over 20 years of experience in financial services and recently joined Capital & Planning as a Financial Advisor. A North Atlanta native, he enjoys traveling with his family and playing golf.
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Rose McKinley
FINANCIAL ADVISOR ASSISTANT
Rose McKinley brings over 25 years of client service experience in financial services and serves as a Financial Advisor Assistant at Capital & Planning. Originally from Jamaica, she enjoys traveling and spending time with her four granddaughters.
