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About Us

Atlas Point leverages technology, industry experience, and behavioral science theory to help
Financial Advisors start meaningful conversations with clients.

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About Atlas Point

With a proven ROI and behavioral science-backed insights, our tools enrich your relationships and position your practice for ongoing growth – all while integrating smoothly with your existing tech stack.

OUR STORY

Personalizing Financial Services

At Atlas Point, we believe in personalized financial advice that empowers people to express how
they think and feel about their money. We support this approach with outcome-driven tools and
cutting-edge insights that guide Financial Advisors as they facilitate meaningful conversations with
clients and prospects alike. Our methodology combines the best of behavioral finance theory with
actionable coaching frameworks that make complex strategies practical and easy to apply in real life.
This is the Atlas Point advantage.

Atlas Point was founded on a simple concept – to create something of value for the industry that we
love. To do this, we conducted numerous focus groups and worked closely with Financial Advisors to
identify challenges, frustrations, and pain points in the advising process. We learned that while
Advisors may define success differently, they face a series of common concerns regardless of firm or
client segment. These early findings clarified our core goal of reimagining financial conversations as
less intimidating, more empathetic, and personal to each investor.

In pursuit of this goal, Atlas Point offers innovative technology solutions that help Financial Advisors
consider each client’s unique way of thinking about financial decision-making. With deeper
understanding as a strong foundation, Advisors can start better conversations that efficiently
address goals, tactfully respond to behavioral tendencies, and set the stage for long-term financial
growth.

Our leadership team has collectively consulted with 40+ firms in the financial services industry. We
are curious problem solvers who eagerly examine the changing wealth management landscape in
search of opportunities to enhance and optimize the person-to-person advising experience.

Kenny Mobley

kenny.mobley@theatlaspoint.com

Kenny Mobley helps companies translate their vision for growth into a plan that they can execute. He is known for his skills in critical thinking and thought leadership.

Prior to co-founding Atlas Point, Kenny was responsible for firm planning at Edward Jones. In addition, he served as a Senior Manager in EY’s Wealth & Asset Management consulting practice, where he led and executed consulting engagements for some of the world’s most respected wealth management firms.

As Atlas Point’s COO, Kenny works to scale and deliver solutions that help Financial Advisors engage clients in more meaningful financial conversations. 

Kenny enjoys competing in triathlons with his wife Lindsey. He also enjoys traveling and spending time with his two boys.

“My Financial Virtues profile helped me understand that my slower, methodical pace to taking action on financial decisions was often the source of conflict with my wife when it comes to our money.”

Mary Waller

mary.waller@theatlaspoint.com

Mary is a gifted listener, problem solver and accountability partner who helps advisors create their ideal business. With over a decade of experience, Mary focuses her energy, enthusiasm and analytical thinking towards helping individual advisors and their teams improve not only their professional lives, but their personal lives as well.

Mary’s career in the financial services industry began in 1999, under the shingle of First Union Securities, focusing on process improvements from new account opening to advisory products and services. Having a broad view of investment services has made her empathetic to the challenges advisors face in an ever-changing environment. Mary has experience with more than 300 individual advisors, equating to over 5,600 hours of coaching engagement.

With her roots in the midwest, Mary earned a B.S. in Advertising from Ball State University. She holds a Series 7 license, is a Registered Corporate Coach (RCCTM) and completed the Applied Behavioral Finance Certificate through the Investment & Wealth Institute.

Mary lives in rural Montpelier, Virginia with her husband Tommy and their daughter Sarah. She spends time caring for her gardens, furry friends and many projects. She also serves as a Chief Officer of Elections for Hanover County and is very active with her Church.

My Financial Virtues profile helped me better understand why I react to certain market changes and have this feeling that I’m being left behind. The information helps me now understand my own strengths and feelings about my family’s finances.

Allie Morgan

Allie Morgan leads Atlas Point Advisor Support. She is passionate about helping Advisors grow their business. She is a continuous learner and a skilled problem solver. Prior to joining Atlas Point, Allie worked for AlphaSights in NYC focused on strategy and marketing consulting. She graduated Magna cum laude from Texas Christian University with a major in communications and a double minor in business and psychology. She brings a growth mindset and she is client-focused which helps her to serve Advisors the way they want to be served, uniquely.

In her free time, she creates recipes (her favorite being pasta), hikes, reads thriller books, and travels.

My Financial Virtues profile helped me understand that I am receptive to new ideas and like to collaborate with others when it comes to my money.