Warren Prehmus

Founder & Managing Partner

Warren is the founder of Prehmus Financial. He founded the firm in 1995 as an independent financial planning firm focused on providing clients with personal attention, sophisticated yet easy-to-understand financial strategies, and a unique array of alternative investment opportunities. Warren holds his Series 7, 24, and 63 licenses. He has been registered with the Strategic Financial Alliance (SFA), a broker dealer and registered investment adviser, since 2003. 

Beyond his investment business, Warren remains an avid basketball player and fisherman. He competes in several Senior Olympic 3-on-3 basketball tournaments around the country each year, and he travels to Canada or Alaska every summer in search of his favorite fishing trophy, a Northern Pike. Warren and his wife, Pam, are both active members of Perimeter Church and the Peachtree Corners community, where they have lived since 1982. They have three grown children—Courtney, an insurance broker in Greenville, SC; Drew, one of his partners at Prehmus Financial Partners; and Sarah, the Director of Client Services at Prehmus Financial Partners.

Scott Levy

Partner

Scott focuses on comprehensive financial planning, which includes asset management, investments, and retirement planning. Before joining Prehmus Financial Partners, Scott was a Financial Advisor with Capstone Financial Partners in Buckhead from 1997-2012. Scott’s clients consist of successful executives, entrepreneurs, and SWORDS (Single, Widowed, OR Divorced), and he serves clients in over 20 states.

Scott and his wife, Gretchen, are both natives of Atlanta and graduates of Auburn University. They have three children, Margaret Ann (20) attends the University of Tennessee, Madelyn (18) attends Auburn University, and Carleton (15) attends Providence Christian Academy. He enjoys tennis,  golf, and watching his beloved Auburn Tigers. The Levys live in Peachtree Corners and are members of Perimeter Church. Scott serves on several boards, including PD Ministries, The Atlanta Athletic Club, and Providence Christian Academy.

Chad Edwards

Partner

Chad has a diverse background as a financial professional, including 8 years as a vice president and retirement consultant with Lincoln Financial Group, Transamerica, and Allianz. Chad’s expertise includes capital preservation, investment income strategies, and social security analysis.

Prior to his career in the financial services industry, he served nearly a decade as an operations and sales manager in the pharmaceutical and medical industry. Chad and his wife, Charity, are active in the Windermere community in Cumming, GA, with their three boys. Coaching youth athletics and serving at Johns Creek United Methodist church consume much of his spare time but, when afforded the opportunity, Chad often can be found on the lake with a fishing rod in hand.

Drew Prehmus, CFP

Partner, President

Drew serves young people who have come into significant assets--be it from the sale of their businesses, inheritance, or via family interest--and high income young professionals by organizing their financial lives, instilling wise saving habits, and providing financial advice on topics ranging from diverse investment opportunities to tax strategies. In addition to his advisory work, he serves as president of the company and leads the firm's strategic planning and branding efforts. 

Drew is a CERTIFIED FINANCIAL PLANNER^TM and earned his MBA from Duke's Fuqua School of Business. Prior to business school, he worked as the special assistant to the president of Hampden-Sydney College. Drew earned his B.A. summa cum laude from H-SC, where he wrote the biography of Lt. General Sam Wilson and served as student body president. He and his wife, Sarah, are cast-iron skillet users and enjoy taking their French Bulldog, Ziggy, on neighborhood walks.

Geoff Bryant

Partner, Director of Operations

As the Director of Operations, Geoff ensures the day-to-day functioning of the office and is constantly seeking to improve our office systems and operations so we can continue to serve clients thoughtfully and efficiently. He provides a wealth of human resource, accounting, and  operations experience to the staff. 

Geoff joins Prehmus Financial after an extended tenure as the Senior Vice President at Hitachi T&D Solutions, Inc. in their Suwanee, GA, office. He earned his bachelor of arts in mathematics from the University of Vermont and his MBA from Georgia State University.

Judah Margulies

Financial Advisor

Judah works with his clients on comprehensive financial planning, which includes both wealth and risk management. His primary focus is assisting high income professionals and those nearing retirement. Since Judah believes no two people or families are the same, he uses a consultative approach with each client to make sure the financial plan created meets their specific goals, objectives, and needs.

Prior to joining Prehmus Financial Partners, Judah started his financial planning practice in Washington, D.C., his home town, and from there moved to New York City with AXA Equitable Advisors. Judah has brought a strong background of financial planning and life insurance strategies to the PFP team.

Judah and his wife, Brooke, live in North Druid Hills with their dog, Ollie. The two of them are active members at their Synagogue, Congregation Ohr Hatorah. In his free time, Judah loves watching D.C. sports, walking his dog, scuba diving, and traveling. 

Melissa Bunson

Client Services Manager

Melissa supports advisors and clients with day-to-day transactions, activities, and trades. She has a number of years' experience in the financial services industry and is Series 7 and 66 registered. She is a graduate of the University of Southern California and can often be found spending her time as a youth lacrosse coach.

Paulette Jackson

Client Services Specialist

Paulette supports advisors and clients with day-to-day transactions, activities, and trades. She and her husband live in Sandy Springs and have two grown daughters.

Sarah Weyandt

Client Services Representative

Sarah supports advisors and clients with day-to-day transactions, activities, and trades. In addition, she develops and maintains the internal procedures and organization of the office to best serve the clients. She is a graduate of the University of Georgia.