About ALN Wealth
Built on the Premise That Everything Matters
High-net-worth accounts often include a multitude of asset types, risk factors, and functionality that have been assembled over many years. Often, there are many individuals and stakeholders involved in the management of these accounts.
Our team is uniquely positioned with a comprehensive set of skills, experience, and technology that enables our ability to efficiently navigate the complex relationships between various asset types, managers, and stakeholders.
We are tenacious researchers and analysts. We dedicate our time to building open relationships with our clients. We work tirelessly to give our select clients the best possible service and dedicated attention 365 days a year.
We invite you to learn more about who we are.
Matt Brinkley
President, ALN Wealth
Matt has assisted high-net-worth clients and their families with financial issues such as cash, risk, and investment management, as well as tax, retirement, and estate planning for over 25 years. He enjoys the long-term relationships he gets to build with the families he serves and the multi-generational aspect of his work.
Matt Brinkley, President, ALN Wealth
Matt has assisted high-net-worth clients and their families with financial issues such as cash, risk and investment management, as well as tax, retirement and estate planning for over 25 years. He enjoys the long-term relationships he gets to build with the families he serves and the multi-generational aspect of his work.
Before launching ALN Wealth, Matt partnered with two boutique firms as a Senior Wealth Advisor, utilizing the resources of Raymond James. Prior, Matt was Senior Vice President with Wells Fargo, leading multiple teams that provided investment management, private banking, trust, estate, insurance and integrated wealth management services. Prior to his work with Wells Fargo, Matt was brought in as a Trust Officer for Wachovia. Matt began his financial career within the Trust and Estate divisions of First Union and Wachovia. He served high net worth families, Multi-Family Offices and Private Foundations as a Trust Officer.
Drawing on over two decades of wealth management experience, Matt provides sound financial guidance to individuals and families across multiple generations, along with institutions and successful private businesses. Matt ensures that clients receive a high level of service by working with a select number of families.
Matt earned his BBA from the University of Georgia, with a focus in accounting and finance, and is a graduate of the Cannon School of Trust. Matt is an active member of the Athens and Atlanta communities, including past board positions with the Georgia chapter of the Juvenile Diabetes Research Foundation, and current memberships in the UGA Magill Society and Touchdown Club. He and his wife, Jenny, enjoy life in Five Points, the heart of Athens.
Past and Current Community Involvement
- Board Member: Juvenile Diabetes Research Foundation
- President: Touchdown Club of Athens
- Board Member: National Football Foundation - Georgia Chapter
- Member: UGA Magill Society
- Member: GridIron
Natalie King
Vice President Customer Relations
Natalie King joined ALN in 2025 as Vice President of Client Relations, where she supports clients through every phase of the wealth planning process. From coordinating client activities and managing administrative operations to ensuring the seamless integration of financial data into ALN’s systems, Natalie brings professionalism, precision, and a warm personal touch to everything she does.
Natalie King, VP Customer Relations
Natalie King joined ALN in 2025 as Vice President of Client Relations, where she supports clients through every phase of the wealth planning process. From coordinating client activities and managing administrative operations to ensuring the seamless integration of financial data into ALN’s systems, Natalie brings professionalism, precision, and a warm personal touch to everything she does.
She is known for her strong work ethic and attention to detail, particularly when managing large, complex portfolios that require elevated expertise and care. A licensed professional who holds her Series 7 designation, Natalie approaches every client interaction and internal initiative with full commitment.
Before joining ALN, Natalie worked as a Client Service Associate at CPC for three years, serving a broad client base and contributing to the management of over $250 million in assets. Earlier in her career, she served as Director of Operations at a home inspection company, coordinating across stakeholders such as homebuyers, builders, and financial institutions. She also gained valuable experience in event planning, sharpening the multitasking and organizational skills that remain central to her success today.
ALN Wealth Strategic Team
David Meier
VP, CIO Services
David Meier, VP, CIO Services
David supports ALN Wealth as the Chief Investment Officer where he provides economic insights and deep experience in the development of the firm’s investment philosophy and strategy. He works closely with ALN Wealth to structure tailored investment solutions that align with its client’s financial goals - considering growth, income, and risk tolerance.
David leads ALN Wealth’s Investment Committee and designs multi-asset portfolios that align with clients’ objectives. He and his team conduct in-depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions.
Before joining LPL Financial’s OCIO Consulting Group, David was a Portfolio Manager and Equity Research Analyst with Citi Investment Management. He was responsible for managing the firm’s US Large Cap Core Equity strategy and multi-asset class portfolios, with expertise in the Communication Services sector. David began his career as an investment specialist within the global wealth management practices at JPMorgan and Citi. In these roles, David provided investment advice to private clients, family offices, endowments, foundations and other institutions.
David earned his B.A. in Economics and German Language from Northwestern University. David holds FINRA Series 7, 66, 63 and 31 licenses.
Andrew Beatty
Senior Research Analyst
Andrew Beatty, Senior Research Analyst
Andrew supports ALN Wealth by providing economic insights, participating in Investment Committee discussions, and helping design multi-asset portfolios.
As an Assistant Vice President and senior investment member of the LPL Research team, Andrew serves the LPL Financial Strategic and Tactical Asset Allocation Committee as member and key contributor to the LPL Research Centrally Managed Portfolios team. In addition, Andrew is a member of the LPL Financial Strategic and Tactical Asset Allocation Committee and is a key contributor to the LPL Research centrally managed model portfolios.
Before joining LPL Financial in 2021, Andrew was a senior investment analyst with the Wells Fargo Investment Institute. In addition, Andrew began his career as an institutional investment consultant with two of the leading global investment consulting firms, Cambridge Associates and Wilshire Associates.
Andrew received his bachelor’s degree in political science from the University of North Carolina at Chapel Hill.
Ben Foreman
Vice President, Private Trust Company
Ben Foreman, Vice President, Private Trust Company
Ben began his career in the financial services industry over 30 years ago and has a long history of experience in trust services. Prior to joining LPL Financial he was in charge of business development for a North Carolina based Trust Company.
Ben joined LPL in 2014 as the Vice President for LPL's Trust Subsidiary, the Private Trust Company (PTC). He is responsible for client development of PTC at ALN Wealth, consulting in client case reviews, approval support, and is the content expert for the team.
Ben received his Bachelor of Science degree in Finance from East Carolina University.
Sanjana Sudhir
Senior Analyst
Sanjana Sudhir, Senior Analyst
Sanjana Sudhir is a Senior Analyst with ALN Wealth. In her role as a senior investment analyst, Sanjana supports ALN Wealth by helping to structure investment portfolios for clients and maintaining our internal processes to align with the Firm’s investment process and philosophy. Sanjana assists with investment portfolio analysis and maintains coverage of investment managers.
Sanjana is also a member of the LPL Research Risk Management Committee (RMC) where she provides portfolio risk management analysis and produces reports that provide analytical insights to the Model Portfolio Committee at LPL’s home office.
Before joining the Research team, Sanjana was an Admin Solutions Consultant within LPL, where she provided administrative and operational support to advisors. Before her time at LPL, she worked as a staff accountant and completed internships, including one as an assistant at the wealth management firm Hightower LakeWater.
Sanjana earned an MS in Finance and a BA in Economics from University at Buffalo-SUNY. She also holds the Series 7 registration.
Renee Barnes
Team Member
Renee Barnes, Team Member
Professional background
Renee has more than twenty-eight years of experience in positions in banking, lending, mortgage lending, and finance. She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions Program.
Education and licensing
Renee has received a Bachelor of Science in Retail Management from the University of South Carolina.
Personal Information
Renee is a South Carolina native. She enjoys spending time with family and going to the beach any chance she can.