PROFESSIONAL PROFILE

Drawing upon extensive wealth management experience and a distinct set of tools, The CRS Group develops personalized strategic solutions to address the complex needs of business owners, attorneys, physicians, Fortune 100 executives (many now retired), as well as college foundations and non-profit organizations. The CRS Group offers both the intimacy and personal attention of a boutique and the breadth and depth of resources of one of the world’s largest financial services firms.
Today, serving many second-generation clients and colleagues, the team is diligent in optimizing its risk-reward model, using innovative and, often, proprietary solutions to diversify investments across trading styles and asset classes. With the goal of delivering superior, long-term results – while seizing short-term opportunities – the team’s depth enables it to conduct in-depth research on a daily basis and actively manage each client’s wealth and expectations.
For individuals and couples that embrace the planning process, CRS “takes a snapshot of each clients starting point, their chosen destinations and goals, and charts the best path for getting there.” To do so, the team may, for example, divide investments so that half may grow, while others “generate a paycheck” – without affecting principal. Utilizing an investment toolbox that includes select blue chip and dividend-paying stocks, preferred stocks, municipal bonds, limited partnerships, annuities, and the protection of covered call strategies, the team’s discretionary platforms allow for an array of growth and income-generation solutions. In scrutinizing a client’s loans and other liabilities, CRS frequently suggests solutions that can “free up cash” and put it to work.
For many business owners, The CRS Group manages both personal and business needs – advising and handling 401K and pension plans, bringing in commercial bank partners for a range of cash management, credit and other solutions, as well as attending to personal investments, liabilities, tax and estate issues. For these corporate clients, “one call brings a knowledgeable CRS response.”
In every client relationship, The CRS Group is proactive, hands-on and available. The team’s practice is to stay updated on each client’s financial picture – making contact on a regular basis. And rather than invest in a fund, for example, and “walk away,” CRS actively monitors performance and stays in touch, enabling clients to be confident that their financial situation is being expertly managed.

Tom Singh, CFM, CRPC®
Vice President
Resident Director

A seasoned veteran of the financial services industry since 1998, Tom focuses on investment strategies designed to assist the group’s corporate and individual clients. He is a graduate of the University of Florida, from which he earned a Bachelor’s degree in Finance. He has attained the Chartered Retirement Planning Counselor (CRPC ®) designation as awarded by the College for Financial Planning in Denver, Co.

In 2008, Tom was named Resident Director and asked to run the Merrill Lynch Office located in Duluth, GA. He is passionate about helping troops and has raised thousands of dollars for Military Outreach Programs to helping veterans returning from battle get a college degree. In his spare time, Tom can be found at the Atlanta Athletic Club, where he enjoys playing golf and working out. He and his wife, Jessica, live in Dunwoody with their daughter, Ava, and are currently expecting their second child.

Kelli Rogan, CFP®
Vice President
Wealth Management Advisor
Portfolio Manager, PIA Program


Kelli has been with Merrill Lynch since 2000. Her professional passion and strength involves offering advice and guidance to help clients develop long-term financial strategies that address both their personal and business lives. Kelli is an accomplished cyclist and former national champion who participated in the U.S. Olympic Trials in 1992 and 1996. Currently, she is a volunteer coach and works with the Frazier Cycling youth teams. She lives in Suwanee with her son, Baden.

Brandi N. Stephens
Investment Associate

A recent addition to The CRS Group, Brandi had been a financial advisor with another organization. After graduating from Kennesaw State University with a degree in Finance, she began her financial services career with an accounting firm, where she handled tax/audit/payroll preparation for businesses and individuals. Today, she lives in Buckhead with her two dogs, and enjoys staying fit.

Rawanda Goode
Client Associate

Rawanda is a Client Associate who has been with Merrill Lynch since 1999. As an integral part of the team, Rawanda handles the operational functions of the CRS Group client relationships and provides outstanding customer service.

Rawanda lives in Gwinnett County with her husband, Tyrone, and their two children, Jordan and Joshua.