List of Members in - Financial – Investments

Alex Westberry

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Willing to Sub

Andrew Crane

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Andrew is a Managing Partner and Wealth Advisor with the Keen Insight Group. Originally from South Carolina, Andrew joined the Keen Insight Group in 2007 bringing experience in both retail and commercial banking as well as investments and f

Willing to Sub

Art Rosser

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I am happy time doesn’t pressure me because I have so many interests. I love playing golf, I enjoy boxing and knitting too. I am an avid gardener and I know who my farmer is! I hope there is never a day I want to stop learning.

1 Endorsement Letter

Willing to Sub

Ashley Hornsby

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Willing to Sub

Ben Clark

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Betty Dyer

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Willing to Sub

Chris Fletcher

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At Fletcher Financial Inc., we pro-actively serve a select group of families with the distribution phase of their retirement by offering rigorous and relentless discipline in order to deliver a higher level of predictability.

Chris Perez

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Christian Wulfers

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Financial Advisor with Edward Jones

2 Endorsement Letters

Craig Carter

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Willing to Sub

David Kapchinske

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2 Endorsement Letters

Debra Donaldson Scott

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Native Georgian, farmer’s daughter,and former paralegal who married Neal 12 years ago, lives in Buckhead with a dog and cats and loves travel, reading, art, tennis,cooking sometimes, eating always and sharing wine with friends.

Willing to Sub

Ivan Garcia

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Jane Nowak

412

Holding both the CFP® and Certified Divorce Financial Analyst™ designations, Jane brings life experience and education to her financial planning practice. Jane does specialize in Financial Planning for women.

Willing to Sub

Jeffrey McClenning

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CFP professional. Wanted to play baseball and be bitten by a radioactive spider. Enjoy math, economics and being a Dad.

1 Endorsement Letter

Willing to Sub

Jim Lepp

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Jim Mothorpe

 

1 Endorsement Letter

Jonathan Constant

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1 Endorsement Letter

Jonathan Robinson

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The best meal I’ve ever made was Boeuf Bourguignon. The dish took 12 hours to create and was worth the effort. On a more regular basis I enjoy the aromas created by roasting a free range chicken for my family on Sunday.

Willing to Sub

Karen Powell

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Larry Erickson

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Larry Lupas

 

1 Endorsement Letter

Linda Kuryloski

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Matthew Ellis

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Loving husband to Kelly, proud Father to a beautiful labrador named JAX, and a Spoiled cat named Bucket. When it comes to my career, I handle the in-depth financial affairs of a few families in the area.

Willing to Sub

Meredith Sims

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3 Endorsement Letters

Mike Martin

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1 Endorsement Letter

Willing to Sub

Otis Aust

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Phil Pennartz

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I am proud of three daughters and 22 grandchildren. I serve as chairman of the House Committee at Marietta Kiwanis Club, and as chair of the advisory board for the Salvation Army of Cobb County. And I play an occasional round of golf.

1 Endorsement Letter

Richard Houghton

 

Sam Snider

 

Scott Martin

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Steve Callaham

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Steve has worked in the financial services industry since 2001 and joined Karen Lee & Associates and Integrated Financial Group in August 2010. As a LPL Financial Planner, Steve has the comprehensive knowledge and skills to work with bo

Tommy Thompson

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1 Endorsement Letter

Willing to Sub

Vince Lane

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Wynnette Cheek

 

Willing to Sub