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. His focus is on helping clients reduce reliance on traditional stock and bond markets while building portfolios that better reflect the realities of owning a business.

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.

(P) 912.303.8194
(F) 912.257.4195
(E) [email protected]

*Not affiliated with NewEdge Securities.

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.

As a Certified Financial Planner® professional, Crystal Groover, CFP®, ChFC® takes a holistic approach to financial planning and wealth management. With a “listen first” approach, she helps affluent individuals, families, and business owners define their unique goals and through a collaborative process develops thoughtful and tailored plans to help her clients achieve financial success and security. She specializes in areas that include cash flow planning, risk management, portfolio design and analysis, retirement planning, education savings, charitable gifting, and legacy planning.

Crystal graduated summa cum laude from the University of Florida and has spent nearly two decades in the financial services industry. Prior to becoming a financial advisor, Crystal held positions with industry-leading companies in investment banking, commercial banking, and corporate finance.

Her interests include international travel, trying new restaurants, and spending time outdoors with family. She lives in Milton, Georgia with her three young daughters and husband Mike, a commercial pilot.

Dane Cooper draws on over 20 years of financial services experience to provide his clients with a comprehensive financial planning process. He enjoys understanding their goals, priorities, and aspirations to generate a customized roadmap that delivers their financial success.

Dane holds a BBA from the University of Georgia (2003) and is a Certified Plan Fiduciary Advisor® (CPFA®). He appreciates that the growth of his practice is built upon the strong relationships he has with his family and business clients and their positive outcomes.

These outcomes are achieved by focusing on their growth in areas such as cash flow, risk management, and investment planning, leading to successful retirement and distribution outcomes. His clients realize the additional value of Dane’s process as he deliberately collaborates with the tax and estate professionals who are also working on their behalf.

Personally, Dane enjoys spending time with his wife, Stephanie, his son, Pierce, and other family and friends in Atlanta. He likes to stay active, cook, and travel to national parks or engage in anything sport related. Additionally, he loves going to the coast or the Caribbean to scuba dive, explore local restaurants, and relax.

Travis advises affluent clients through a comprehensive financial planning and wealth management process that continues to evolve after 18 years.

He focuses on working with families and businesses on everything from analyzing cash flow to complex estate planning situations. He enjoys working with nice families, getting to know them better over time, and transforming what begins as solely professional relationships into personal ones.

Travis graduated from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™. He lives on Saint Simons Island with his wife and three children, and in his free time he enjoys being with his family (preferably outdoors), being active, golf, fishing, and growing in his faith.

(P) 912.303.7930
(E) [email protected]

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.

(D) 678.230.6163
(E) [email protected]

*Not affiliated with NewEdge Securities.

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.