ABOUT US

The people behind
the call.

An intentional, wholistic approach to building the type of legacy that reflects our clients' values.

What We Believe

We're not a financial planning firm with a cute name.

Some1 Family Office is a consultative advisory practice. Clients come to us — sometimes not knowing what they need, sometimes with a shoe box full of receipts they can't make sense of. We unpack the picture, ask the questions they didn't know to ask, and connect them with the right solutions.

That might be insurance through The Insurance Shop. It might be financial planning through Kinetic Pathways. It might be bookkeeping support through Mind Palace. It might be a CPA, an estate attorney, or a specialist we trust and have worked alongside for years. Whatever it is, one call gets there.

Education before product

We advise what you need — not what we want to sell. Every recommendation starts with understanding your situation, your goals, and your gaps.

Relationship before transaction

We still believe in sitting down over coffee — in person or on screen — before anything else happens. That conversation is where the real work begins.

Coordination over silos

Your insurance and your financial plan should know about each other. Your bookkeeping should fit within the same picture. We hold it all in one place.

Available when you actually need us

We advise what you need — not what we want to sell. Every recommendation starts with understanding your situation, your goals, and your gaps.

Two people behind every conversation.

When you reach out to Some1 Family Office, you're not entering a queue. Here's who you'll meet.

Jay has spent more than 19 years helping individuals and small business owners build protection and financial plans that actually fit their lives — not generic products pushed to meet a quota. His approach has always been education-first: understand the situation, then find the right solution.

Before entering financial services in 2007, Jay spent a decade in the mortgage industry — and that background shaped how he thinks. Debt, protection, investment, and planning don't operate independently. They affect each other. Jay has always seen the whole picture.

In 2020, Jay expanded his practice to include asset management and investment advisory services through Kinetic Pathways, an SEC-registered RIA. The result: one advisor who can hold both the insurance and the financial planning conversation without ever handing you off.

Jay still schedules coffees — in person in Atlanta or over video, evenings and weekends included. If you've heard the phrase "let's have a cup of coffee," it's because that's genuinely how every client relationship starts.

Beverley is the organizational force behind Some1 Family Office. Every inquiry that comes through the door — email, contact form, or phone — goes through Beverley first. She reads it, evaluates it, and makes sure it gets to the right place. Nothing falls through the cracks.

Beverley founded Mind Palace, the strategic and visionary backbone of Some1 Family Office. Where Jay works with clients on insurance and financial planning, Mind Palace handles the bookkeeping and business support layer — the back office that makes everything else sustainable. Mind Palace accepts clients by invitation, extended to those whose situation calls for the full Some1 picture.

Her philosophy about Some1 is the clearest description of what the practice is really doing: "An intentional, wholistic approach to building the type of legacy that reflects our clients' values." That's the north star — and Beverley holds it.