John co-founded 1858 Haven Private Wealth in 2023, bringing nearly 30 years of experience in wealth management. He began his career at Dean Witter in 1994 and later led The McHale Financial Group for over two decades.

As a PIM^® Portfolio Manager, John offers tailored investment solutions designed around each client’s goals. His reputation is built on experience, personalized service, and trusted financial guidance.

John and his wife, Kelley, have six children and are active in their community and parish at St. Brigid Catholic Church. He enjoys spending family, traveling, coaching youth sports, and supporting local initiatives.

Shane is a co-founder of 1858 Haven Private Wealth. With over 25 years of experience, he delivers comprehensive wealth planning to a select group of clients, including executives, business owners, and retirees. His expertise spans retirement income, education, estate, and tax planning strategies.

A CERTIFIED FINANCIAL PLANNER^® professional and CRPC^® since 2005, Shane is known for helping clients stay focused during turbulent markets. His transition from two Wall Street firms to launching 1858 Haven Private Wealth reflects his commitment to personalized service.

Shane lives in Alpharetta with his wife, Kate, and they have two daughters, Cailin and Erin.

CA Insurance License 0G08415, Resident State GA

Tony, Executive Vice President and co-founder of 1858 Haven Private Wealth, brings over 15 years of experience in financial services following a successful 14-year career as a teacher and coach. He serves business owners, executives, retirees, and athletes (NIL), offering comprehensive, goal-focused wealth planning.

After working with two Wall Street firms, Tony co-founded 1858 Haven Private Wealth to better serve clients through a more personalized, flexible approach.

A former student-athlete from The Ohio State University, Tony lives in Cumming, GA, with his wife, Kelley. They have two children: Kylie and Ashton.

CA Insurance License 4488975, Resident State GA

Ryan serves as Branch Manager and is a Senior Vice President and cofounder of 1858 Haven Private Wealth. Bringing over 25 years of experience in the financial services industry. He earned the Certified Investment Management Analyst^® (CIMA^®) designation through a rigorous program at Wharton Business School in 2006.

Ryan specializes in retirement planning, helping individuals and families build sustainable, cash-flow-driven strategies to endure market cycles. Known for his commitment to ongoing professional development and thoughtful financial guidance, Ryan is passionate about helping clients achieve long-term financial success through strategic investment planning and personalized advice.

Glenn is a Senior Vice President and co-founder of 1858 Haven Private Wealth, established in Alpharetta, GA, in 2023. With over 20 years of experience in wealth management, he began his career at Morgan Stanley Dean Witter in 2000. A Life University graduate, Glenn is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized, strategic planning. Known for his integrity and insight, he has built lasting client relationships.

Glenn lives with his wife, Jill, and their twin boys in Dunwoody. He is active in non-profits and coaches soccer at Dunwoody High School.

Mike is a Managing Director and Financial Advisor at 1858 Haven Private Wealth with over 25 years of experience guiding clients through all market conditions. He delivers personalized investment strategies to high-net-worth individuals, families, business owners, and retirees.

Mike is known for his integrity, detailed planning, and unwavering client commitment, which earned him “Platinum Council” recognition with Wells Fargo Advisors (2010–2024). He previously held roles at Merrill Lynch and Morgan Stanley.

Mike earned his B.B.A. in Marketing from St. Joseph’s College. He enjoys family, spending time with his two granddaughters. Travel and all sports.

Platinum Council Distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Margot is a Senior Registered Sales Assistant at 1858 Haven Private Wealth, bringing over 30 years of experience in the financial services industry. She began her career at Shearson Lehman in 1991 and spent 23 years with The McHale Financial Group before joining 1858 Haven.

Known for her reliability and client-first mindset, Margot plays a key role in supporting the practice’s operations and delivering exceptional service. Her deep industry knowledge and dedication make her a valued team member.

Outside work, she enjoys traveling with her three adult children, especially to Brussels, where she reconnects with her family roots.

Kiki, Senior Client Associate, began her career at Merrill Lynch in 1997 and joined UBS in 2008. She became a founding member of 1858 Haven Private Wealth in 2023 and has worked with The Van Horn Group for over 23 years, providing clients with personalized, concierge-level service. 

 Kiki’s extensive experience and deep understanding of the wealth management industry enable her to provide tailored solutions addressing each client’s unique needs while building strong, lasting relationships.

 Kiki lives in Buford, GA, with her husband, John, and enjoys baking, traveling, and spending time with their family.