Broker Check

Our Team

The headline on this page says “our team.” But it might as well say “our family.”

At GER Loftin, we’ve been together for quite a while. Our team offers more than 85 years of combined experience in financial planning and investment management.

We’re deeply knowledgeable, disciplined and trustworthy.

And we’re a family. Our clients understand. Probably because we treat them like family. Many of our clients have been with us for 25 years or more.

We specialize in developing custom, one-of-a-kind financial plans for each individual client. We enjoy educating our clients about personal finance and helping them reach retirement having achieved their other life goals.

Every member of our team understands that the client always comes first.

 

 

James D.Loftin, AIF®, CFP®, CKA®, CIMC, RFC®

Chief Executive Officer, Co-Founder

678-994-6448

jdloftin@gerloftin.com

As the Chief Executive Officer at GERLOFTIN Wealth Advisors, James Loftin works with individuals, families and business owners and specializes in wealth accumulation, investment management, asset protection and retirement planning.

Read more

George E. Rall, Jr., RFC®

President, Co-Founder

404-964-6666

gerall@gerloftin.com

George E. Rall, Jr., RFC® partnered with James Loftin, CFP® and together formed GERLOFTIN Wealth Advisors, LLC in 2010. George has over 30 years of experience in the field of personal finance and investments.

Read more

David A. Harvey

Financial Advisor

888-556-3846

daharvey@gerloftin.com

Captain David Harvey was brought on-board in February 2020 and he assists James and George with investment research & analysis, and trading strategies at the firm’s trading department. Mr. Harvey began his career with NASA on the...

Read more

Keir Pienaar

Associate

888-556-3846

kpienaar@gerloftin.com

Keir is an associate at GER LOFTIN who joined the team in May of 2019. Keir assists with day to day tasks such as research, marketing, client relations, and serves as a liaison for GER LOFTIN’s Internship Program...

Read more

Cindy Scheffler

Practice Manager

888-556-3846

cscheffler@gerloftin.com

Cindy Scheffler has been working in the financial services industry since 2004. As a graduate of Salisbury University, Cindy holds a bachelor’s degree in finance and marketing. Before joining GER LOFTIN, Cindy was the Branch...

Read more

Duncan Yob

Comptroller

888-556-3846

dyob@gerloftin.com

Duncan joined GER Loftin Wealth Advisors LLC in 2012, bringing with her over twenty-five years of corporate experience in finance, operations and senior management. As Comptroller, she is responsible for overseeing the daily accounting...

Read more

Jack Metzger

Associate

Jack is an associate at GER LOFTIN who joined the team in June of 2021. Jack is currently studying for the Series 7 and Series 66. Upon completion of these exams Jack will finish his training and function as a firmwide trading...
Read more

Lori Loftin

Client Services Manager

888-556-3846

Lori Loftin is the client services manager at GERLOFTIN Wealth Advisors. She serves as a liaison between the company and its valued clients. She provides administrative support to the financial advisors and assists with marketing. Lori...

Read more