Built around planning.
Backed by depth.

Joel Bickmore, CFP®, CIMA®, is the Founder and a Partner at Streamline Wealth, where he focuses on working with business owners and families to design thoughtful, long-term investment strategies.

With over 20 years of experience in wealth management, Joel specializes in helping business owners in their prime earning years navigate the complexities of building wealth while balancing the demands of a growing business and family life. As a business owner himself, he understands firsthand the challenges of managing competing priorities — growing a business, providing for a family, and making smart, long-term financial decisions.

Many of the individuals Joel works with are looking to move beyond traditional portfolios and take a more intentional approach to investing. His approach centers on integrating a range of strategies — including tax-focused portfolios, structured income solutions, and private market opportunities — to help improve diversification, manage risk, and create more durable outcomes over time.

Joel believes that successful investing is not just about performance, but about aligning financial decisions with real-world priorities — family, flexibility, and long-term security.

Joel began his career as a financial advisor in 2006 after graduating from Mercer University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® (CIMA®) designation. Prior to founding Streamline Wealth, he served as a Vice President and Financial Advisor with Truist Investment Services and previously held roles with SunTrust Investment Services, Synovus Securities, and VALIC (AIG Retirement Services).

Outside of his work, Joel enjoys spending time with his wife and their three children, fishing, and snow skiing. He serves on the board of the Boys and Girls Clubs of Southeast Georgia and The Gathering Place, and is actively involved in his community.

Joshua is a Certified Financial Planner® with a long tradition of delivering financial solutions to his clients through holistic planning. Being in the wealth management industry for over a decade, Joshua has gained valuable experience in guiding clients through a proven financial planning process for the purpose of establishing, building, and protecting wealth.

His areas of focus include cash flow optimization, risk management, investment advisory, tax mitigation, as well as business and estate planning.

Crystal Groover brings over two decades of financial expertise and a deeply personal approach to comprehensive financial planning and wealth management. As both a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®, she works with affluent individuals, families, and business owners to build thoughtful, tailored strategies that address every dimension of their financial lives.

Crystal's philosophy begins with listening. By taking the time to understand each client's unique values, goals, and complexities, she crafts integrated financial plans that go well beyond investment management — spanning cash flow planning, risk management, portfolio design and analysis, retirement planning, education savings, charitable gifting, and legacy planning. The result is a cohesive roadmap designed to help clients build, protect, and transfer wealth with confidence.

Her perspective is shaped by a career path few advisors can match. A summa cum laude graduate of the University of Florida, Crystal honed her financial acumen across investment banking, commercial banking, and corporate finance roles at industry-leading firms before dedicating herself to personal financial planning. That institutional foundation gives her a sophisticated lens through which she approaches even the most complex financial challenges.

Outside of the office, Crystal is an avid traveler, a passionate foodie, and an outdoor enthusiast who loves spending with family and friends. She lives in Milton, Georgia with her husband Mike, a commercial pilot, and their three daughters — a constant reminder of why thoughtful financial planning truly matters.

With more than 20 years of experience in wealth management, Dane Cooper is committed to delivering a comprehensive, client-centered financial planning process. He takes the time to understand each client's unique goals, priorities, and aspirations — translating them into a customized roadmap designed to achieve lasting financial success.

Dane holds a BBA from the University of Georgia (2003). He recognizes that the strength of his practice is rooted in the deep, trust-based relationships he cultivates with both individual and business clients — relationships built on meaningful outcomes and long-term confidence.

Those outcomes are driven by a disciplined focus on cash flow management, risk mitigation, and investment planning — all oriented toward successful retirement and wealth distribution strategies. A hallmark of Dane's approach is his intentional collaboration with clients' tax and estate planning professionals, ensuring a fully integrated advisory experience that adds measurable value at every stage.

On a personal note, Dane enjoys spending time with his wife, Stephanie, their son Pierce, and extended family and friends in Atlanta. He stays active through sport, has a passion for cooking, and loves exploring the outdoors — from national parks to coastal getaways in the Caribbean, where he can be found scuba diving, discovering local restaurants, and recharging.

For more than 20 years, Travis has helped affluent families and business owners navigate the full spectrum of financial life — from day-to-day cash flow to complex estate planning decisions. His approach is comprehensive and built to evolve alongside each client's changing needs.

Travis is passionate about educating clients along the way — making sure they understand not just where their money is invested, but how each decision moves them closer to the life they're working toward. He believes that when clients are informed and engaged, the relationship becomes a true partnership.

That partnership mindset extends beyond finance. Travis takes genuine pride in the friendships that develop over time, turning professional relationships into personal ones.

A CERTIFIED FINANCIAL PLANNER™ and University of Georgia graduate, Travis lives on Saint Simons Island with his wife and three children. When he's not with clients, you'll likely find him outside with his family, on the golf course, fishing, or investing in his faith.

As a Wealth Advisor, Logan assists individuals and families with meeting their financial goals through comprehensive financial planning and investment management. Before joining Streamline Wealth, Logan worked for OneAtlanta Wealth Advisors and Capstone Financial.

Logan enjoys helping people define their financial goals, establishing a personalized strategy tailored to their needs, and providing continued support to their ever-changing lives. He is known for his holistic approach to his client's finances, considering both their personal and professional needs while developing their customized plans.

He graduated from Kennesaw State University with a degree in Finance.

Logan currently lives in Dallas, Georgia with his wife, Sarah, and their four children: Addison, Lucas, Caleb and Cameron. In his spare time, Logan enjoys playing golf, tennis, and cheering for the Atlanta Braves. He is also involved with his local church, which is where he and his wife met.

Hallie is a Certified Financial Planner™ with 9 years of experience in the Financial Services Industry. Her approach to wealth advising is personal and collaborative. She takes the time to understand what matters most to her clients — whether that's planning for education, protecting loved ones, growing wealth, or preparing for the unexpected. By combining thoughtful financial planning with long-term investment strategies, she helps families make informed decisions at every stage of life.

Hallie specializes in building comprehensive financial plans for young families and affluent professionals. She is committed to building lasting relationships based on trust, transparency, and proactive guidance, so her clients can focus on what matters most — enjoying life with their families while feeling confident about their financial future.

Hallie currently lives in Smyrna, Georgia with her husband, Scott, and their fur baby Atlas. In her spare time she enjoys swimming, hiking, CrossFit, and reading. Hallie and her husband love to travel and try new experiences.