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Our Team

We’re proud of the talent that we have assembled over the past 30 years at Sugarloaf. However, despite our accomplishments and deep experience, nothing brings us more satisfaction than helping our clients live their dreams. Everybody has different goals and definitions of what it means to be successful. Know this: “Invested in You” is more than a slogan; it’s our core belief, and it’s a part of everything we do.

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Jason T. Connolly, AIF®
Managing Principal
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Taylor S. Manry, CFP®
Principal
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Adam C. Wilson, CFP®
Principal
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Douglas M. Everett, CFP®
Chief Compliance Officer
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Jason D. Nesbit, CFP®
Chief Operating Officer
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Christopher M. Kohne, CFP®, CPA
Investment Advisor Representative
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Kyle C. Gaines, CFP®
Investment Advisor Representative
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Nick Schuessler
Investment Advisor Representative
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Sherri P. Lancaster
Client Relationship / Licensed Operations Manager
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Jessica A. Jones
Client Relationship Manager
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Felicia Cullins
Administrative Assistant
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Jason T. Connolly, AIF®

Managing Principal

Jason has been in the financial services industry for over 20 years. Throughout his career, he has helped clients navigate both extreme bull and bear markets. His extensive experience includes estate planning and settlement, retirement income planning, estate and wealth transfer planning, and more.

He is a graduate of Furman University, where he was a member of the Gilpatrick Honor Society. Jason has also completed Oglethorpe University’s Certified Financial Planner™ Certificate Educational Program and earned his Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business. He is also a member of the Georgia Chapter of the Financial Planning Association.

Furthermore, Jason has been a board member for the Furman Alumni Giving Council and served on the professional advisory board for The Community Foundation of Northeast Georgia. He is also proud to be an elder in the Presbyterian Church (USA).

When not helping his clients achieve their financial goals, he enjoys spending time with his wife and two daughters, fly fishing, and working with his three hunting dogs, Clem, Abe, and Scout.

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Taylor S. Manry, CFP®

Principal

If someone was ever born to be a financial planner, it’s Taylor. His dad started J.D. Manry & Associates, which eventually became Sugarloaf Wealth Management. Taylor officially joined the firm in 2007, although he’s been a part of it since his childhood.

What really makes Taylor tick is the challenge of helping clients find solutions for each of their unique circumstances, especially in the areas of retirement, investments, and estate planning.
Taylor graduated with honors from Auburn University with a degree in finance and is a Certified Financial Planner™. He is also a member of the Financial Planning Association of Georgia.

Taylor is a fifth-generation native of Gwinnett County and resides in Walton county with his wife, son, and two dogs. As a passionate Auburn fan, as you might expect, things get interesting in the office when college football season kicks off.

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Adam C. Wilson, CFP®

Principal

As a Principal at Sugarloaf Wealth Management, Adam helps our clients with a variety of financial planning needs, especially estate planning, retirement planning, and risk management. He also assists with alternative investments such as private equity, as well as commercial and residential real estate.

Before joining our team nearly two decades ago, Adam was an advisor with AXA Advisors in Atlanta. He is a Certified Financial Planner™ and has completed Oglethorpe University’s Certified Financial Planner™ Certificate Educational Program. Adam is also a member of the Financial Planning Association. Georgia Bulldog fans love working with him not only because of his expertise but also because he is a graduate of The University of Georgia with a degree in finance.

Adam represents the firm on various boards within our community including The Path Project, Graystone Church and the Community Foundation for Northeast Georgia’s. He is married with a son and daughter and is very active in his church. One day, when his schedule isn’t as full, he hopes to pick back up on another passion of his—golf.

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Douglas M. Everett, CFP®

Chief Compliance Officer

Doug began his financial services career in 1993 as a financial consultant with Morgan Stanley and joined Sugarloaf in 1999. As the firm’s Chief Compliance Officer, he is responsible for implementing and managing regulatory issues to ensure compliance will all federal, state, and regulatory laws and guidelines.

However, to our clients, he is best known for his skill in all phases of the financial planning process. Doug is a Certified Financial Planner™ and brings over 17 years of experience to the Qualified Retirement Plan market. His incredible insight helps small business owners choose and implement the best retirement plans for their companies.

Doug is also a graduate of Berry College, where he earned a B.S. in Business Administration. He and his wife, Brigitte, have two sons. In his spare time, he enjoys cheering on the Alabama Crimson Tide, hockey, and running. He is also actively involved with the Lawrenceville Co-Op Ministry.

Out of all of his accomplishments, he is incredibly proud of completing the Goofy Challenge. No, it’s not an impersonation contest. It’s a training program/marathon that is not for the faint of heart. Look it up!

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Jason D. Nesbit, CFP®

Chief Operating Officer

Jason joined Sugarloaf Wealth Management as our COO in January of 2019. His diverse experience as a financial advisor, private banker, and life insurance specialist makes him especially adept at seeing the big picture when it comes to helping our clients make the most of their financial opportunities. He was also the COO of Trademark Capital before joining our team. 

Jason earned his BBA and MBA in Marketing from Terry College of Business at Georgia and is a Certified Financial Planner™. Everything he learned at the University of Georgia, however, didn’t always come from a textbook. His experience as an accomplished athlete on the football team taught him the importance of perseverance and overcoming adversity to achieve his goals—a life lesson that can be applied to the world of financial planning and wealth management as well.

More than anything, Jason is a man of integrity, rooted in his faith and family. He also has an innate passion for all things outdoors, which includes everything from hunting and fishing to gardening.

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Christopher M. Kohne, CFP®, CPA

Investment Advisor Representative

Chris has been in the financial planning industry since 1997 and spent 20 years with Lincoln Financial Advisors before joining Sugarloaf Wealth Management in 2018. Before that, he spent 14 years in various auditing, accounting management, and financial analysis positions with Georgia-Pacific Corp. in Atlanta.

His experience is impressive. Just as important, he knows how to put his knowledge and understanding to work for his clients, helping them realize their dreams, guiding them towards a successful retirement, and leaving a lasting legacy. Chris accomplishes this by focusing on family asset management, retirement income distribution strategies, and estate planning and, most of all, treating clients the way he would want to be treated.

Chris is a graduate of Indiana University’s Kelley School of Business where he earned a B.S. in Accounting. He’s also a huge Indiana Hoosiers basketball fan and a part-time musician (guitar). When he’s not working with clients or rocking on the stage, Chris is involved in a variety of community and church activities. He and his wife, Debbie, live in Duluth and have two daughters.

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Kyle C. Gaines, CFP®

Investment Advisor Representative

Kyle heads our office in Athens, Georgia, and focuses on helping families and small businesses achieve their financial goals. He has more than 20 years of experience in banking and finance, with the past 10 in financial planning, and offers guidance in investment management, retirement planning, risk management, and more. Estate and tax planning are also part of the comprehensive services offered through our firm.

Kyle earned a B.A. in History from Duke University and an MBA with a concentration in Business Economics from Georgia State University. He is also a Certified Financial Planner™. Before joining Sugarloaf Wealth Management, Kyle spent five years at Merrill Lynch.

Kyle’s love for his community goes well beyond serving clients in the Athens area. He is a graduate of the Leadership Oconee Program and served three years at a local elementary school through the Oconee Mentor Program. He also enjoys coaching his children’s youth sports teams, volunteering in their school, and serving at his church.

In his spare time, Kyle enjoys spending time with his family, hunting, fishing, and golfing. He and his wife, Mimi, have three children and live in Oconee County, Georgia.

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Nick Schuessler

Investment Advisor Representative

Nick understands sports and the unique circumstances that come from being a professional athlete. His experience and unique perspective as a former professional athlete make Nick the perfect choice to lead our sports and entertainment wealth management practice.

Before joining Sugarloaf Wealth Management, Nick gained experience in public accounting at Deloitte & Touche in Atlanta. He is a graduate of Clemson University where he earned both his bachelor’s degree and master’s degree in accounting.

At Sugarloaf, Nick creates comprehensive planning and investment solutions tailored to the specific needs of professional athletes and entertainers. The services include risk analysis, tax planning, asset allocation strategy, and cash flow management.

Nick returned home to Gwinnett County following his football career. He was a three-year letterman and member of Clemson’s 2016 National Championship Football team and spent time with the Pittsburgh Steelers.

Outside of the office, Nick enjoys traveling, golfing, mentoring local athletes, spending time with his family, and serving at Passion City Church in Atlanta.

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Sherri P. Lancaster

Client Relationship / Licensed Operations Manager

Sherri Lancaster is a licensed operations manager at Sugarloaf Wealth Management and is an integral part of delivering the service, care, and professionalism that we promise our clients. She assists in everything from preparing paperwork and placing trades to moving money and working with clients—pretty much everything that keeps our office running smoothly.

Before joining our team, Sherri was a financial representative with Fidelity Investments and a paraplanner at Ameriprise. She has a bachelor’s degree in education and taught mathematics before pursuing wealth management.

Sherri has two daughters, and three cats! She is active in her church and enjoys reading, walking, watching live music, and volunteering with Special Olympics and The Humane Society. As a die-hard Jeopardy fan, avid reader, and connoisseur of all sorts of interesting information, Sherri’s also the one you want on your team come trivia night.

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Jessica A. Jones

Client Relationship Manager

The greatest strength of Sugarloaf Wealth Management is our culture of collaboration and support. Jessica, our Client Relationship Manager, is at the core of that culture, helping each advisor deliver the exceptional service our clients deserve. She also coordinates various events for the firm and manages other essential office duties.

Before joining our team, Jessica was an executive administrator at Ameriprise Financial Services. She received her B.A. in Business Administration and Marketing from Salem Women’s College in Winston-Salem, NC.

Jessica is also a proud mother, but don’t let her gentle spirit and warm smile fool you. She is also ultra-competitive, especially when it comes to adult-league softball and bowling. One thing is for sure: Sugarloaf hit a home run when we hired Jessica.

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Felicia Cullins

Administrative Assistant

As Sugarloaf Wealth Management’s receptionist/office assistant, Felicia is often the first point of contact for current and potential clients. That’s a crucial role, because, as the adage goes, “You only get one chance to make a first impression.” Her genuine personality and professionalism set the tone for what you can expect when you put your trust in our team. Before joining Sugarloaf, Felicia was an administrative assistant at a CPA firm.

When Felicia isn’t busy helping our clients and us, she enjoys teaching yoga, serving her community, cooking, and poetry. Without hesitation, she will tell you that her biggest accomplishment in life is her beautiful children.