Skip to main content

  • Home
  • Our Team
  • Our Services 
    • Overview
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Resources
  • Client Logins
  • Contact

    You are here

  1. Home
  2. Our Team

Our Team

Photo of team member

Alan A. Anderson, CFP®

After 18 years in the corporate world, Alan decided in 2007 to follow his passion to help individuals and small business owners pursue their financial goals and dreams.  Alan has earned the distinguished CERTIFIED FINANCIAL PLANNER™ professional certification by the Certified Financial Planner Board of Standards, Inc., a designation awarded to less than 20% of all licensed professionals in the industry.  He is a member of the Financial Planning Association, whose members commit to a Code of Ethics that reflects their pledge to help clients achieve their life goals by providing professional service with integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.  He also is a member of the Financial Services Institute.

Alan holds FINRA Series 7, 24, and 66 securities registrations, as well as Life, Accident, and Sickness and Variable Product insurance licenses.  He earned a Bachelor of Science degree in Financial Management from Clemson University in 1989 and, since graduation, has spent his entire career in the finance industry working for national banks and commercial finance companies.

Alan is active in the community having volunteered to coach youth baseball and basketball teams, and spends his free moments enjoying time with his wife, involving himself in his two children’s many activities, cycling, golfing, and reading.

cfp_logo_black_outline.png

Photo of team member

Sharon H. Budnik, CFP®

Sharon has been active in the financial planning industry since 1978 and established Carlyle Wealth Management in 1988.  Sharon has earned the distinguished CERTIFIED FINANCIAL PLANNER™ professional certification by the Certified Financial Planner Board of Standards, Inc., a certification earned by less than 20% of all registered professionals in the industry, and is a member of the Financial Planning Association.

Sharon holds FINRA Series 7, 24, and 65 registerations, as well as Life, Accident, and Sickness, and Variable Product insurance licenses.

Sharon’s experience prior to entering the financial planning industry includes an international public accounting firm.  She has been selected as a prestigious FiveStar Wealth manager multiple times, which is awarded for overall client satisfaction. Sharon enjoys reading and spending time with her family and friends in her free time.

cfp_logo_black_outline.png

Photo of team member

Amy S. Rubin, MBA

Amy is a native Atlantan who graduated from the University of Florida in 1981 with a B.A. in Political Science/International Relations.  After graduating from UF, she attended Emory University where she received an MBA in finance in 1983.

Upon completion of her graduate studies, Amy began her career as a corporate/strategic planner with a national retailer.  In 1985, she became associated with a private wealth management firm in Atlanta as an investment analyst and financial planner.  Since 1986, Amy has been a registered representative with independent broker/dealers.  Amy holds Series 63, 65 and 7 registrations as well as Life, Accident and Sickness and Variable Product insurances licenses.

Amy specializes in the areas of investment, tax, education and retirement planning for individuals and small business owners.  She is licensed to consult in many areas and continues to pursue continuing education in the fields of insurance, pension, estate and retirement planning.

Photo of team member

Thomas F. Borst, CFP®

Tom graduated from Auburn University with a degree in Math.  Tom earned the distinguished CERTIFIED FINANCIAL PLANNER™ professional certification by the Certified Financial Planner Board of Standards, Inc. in 1974, a certification earned by less than 20% of all licensed professionals in the industry.  Tom is a Registered Representative and Investment Advisor Representative of The Strategic Financial Alliance, Inc. and holds Series 7, 22, 24, 27, 39, 63, 65 and life and health insurance licenses.  Prior to joining Carlyle, Tom was owner and principal of Borst Investment Planning Services, Inc., a broker/dealer with FINRA.

cfp_logo_black_outline.png

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 770-956-8775
Fax: 770-956-8930
Toll Free: 800-446-6369

Email: cwmgnt@carlylewealth.com

Five Concourse Parkway, Suite 3000, Atlanta, Georgia 30328

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Alan Anderson, Sharon Budnik, Amy Rubin, and Tom Borst are registered representatives and investment adviser representatives of SFA, which is otherwise unaffiliated with Carlyle Wealth Management. Financial planning and consulting services offered through Carlyle Wealth Planning, which is otherwise unaffiliated with SFA.

© 2025 Carlyle Wealth Management. All rights reserved.

Website Design For Financial Services Professionals