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Leadership Council

Georgia Leadership Council

The following advisors are successful professionals in the financial services industry and statewide leaders of the National Association of Insurance and Financial Advisors:

Gary Bottoms, CLU, ChFC

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Gary Bottoms, CLU, ChFC

Patricia Beal Brown, CLU, RHU

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Patricia Beal Brown, CLU, RHU

Tim Broyles, RICP

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Tim Broyles, RICP

Bradley Burnett, RFC, CCPS

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Bradley Burnett, RFC, CCPS

Mitchell Bush, FLMI, LUTCF, ACS

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Mitchell Bush, FLMI, LUTCF, ACS

Rachael Collier, MBA, CLTC

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Rachael Collier, MBA, CLTC

David Culley, CLU, ChFC

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David Culley, CLU, ChFC

Peggy Fortson, LTCP, CLTC, CSA

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Peggy Fortson, LTCP, CLTC, CSA

770-730-2139
rcespey@ft.newyorklife.com

Ande Frazier

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Ande Frazier

Kevin Gomez, MBA, CLTC

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Kevin Gomez, MBA, CLTC

Susan Freeman joined the Atlanta office of Northwestern Mutual three months after graduating from the University of Alabama. At the time, she was the only woman at the firm. Since then, she has become one of the most successful women in the 160-year history of the company.

In 2011, Susan chose to pivot, and take all she had learned in her 30+ years as a leader in the financial services industry and focus her efforts on empowering women to take the lead in their finances and to work hand in hand with those most important to them, to ensure long-term financial well-being. Susan has found the greatest success for clients when women feel empowered to play an active role in critical decision-making.

1155 Peachtree St NE
Suite 1250
Atlanta, GA 30309-7629
Mobile 404-626-1010

Tonya Lancaster

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Tonya Lancaster

Gary M Lane, CLU®, CLTC®

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Gary M Lane, CLU®, CLTC®

Financial Advisor
400 Interstate N Pkwy
Ste 600
Atlanta, GA 30339-5022
Office 770-612-4689

Rodderick Liptrot

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Rodderick Liptrot

Daniel Loventhal

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Daniel Loventhal

Peter MacKenzie

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Peter MacKenzie

Peter MacKenzie began his career in financial services in 2006. Over the last 14 years, Peter has honed his skills and become a comprehensive Financial Advisor. While Peter has extensive experience assisting clients with insurance strategies, estate planning, and investment management, he most enjoys advising clients as they navigate the complex waters of asset accumulation and retirement. Peter's first priority is to establish a trusted, long term relationship with each of his clients. He has experienced firsthand how beneficial this established connection can be during uncertain times. No matter the relationship, Peter is driven to help each client achieve their goals while keeping their best interest in mind at all times.

770-512-5154
PMackenzie@apogeefp.com

Zack Napier, CPA, MBA

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Zack Napier, CPA, MBA

With over two decades of experience in financial services, Zack C. Napier provides knowledge and experience that span a wide range of financial products and services focusing on asset allocation and wealth preservation, as well as the financial needs of small businesses.

Graduating from Capital University with a Bachelor of Arts degree in 1986, Mr. Napier continued his studies at Baylor University in Dallas, Texas where he earned his Masters in Business Administration in 2003. Zack joined Ernst & Young as a public accountant in Atlanta for an eight-year tenure. He subsequently entered corporate finance and was promoted to Vice President-Finance of a semiconductor company in Dallas. Utilizing his education and experience, he extended his career into the financial services industry, with the goal of addressing the specific financial needs of individuals, families, and small businesses, and joined Your Wealth Partners in 2005.

Mr. Napier stresses to his clients the importance of an accurate assessment and understanding of their current financial status. His focus begins with a comprehensive financial evaluation, which enables him to review the client’s total financial situation; to identify and establish specific financial goals combined with realistic expectations and monitor a plan to help the client work toward achieving those goals.

Brandon Porter

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Brandon Porter

Todd Schnoover

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Todd Schnoover

Bruce Shaw

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Bruce Shaw

Jerry Spivey, CLU, CFP

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Jerry Spivey, CLU, CFP

Ellen Springer, AEP, CPA ,CLTC

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Ellen Springer, AEP, CPA ,CLTC

Ellen has over 35 years experience in business and consulting and is committed to sharing her expertise with the businesses, individuals and organizations.

Springer & Company, CPAs, PC
1925 Vaughn Road, Suite 210
Kennesaw, GA 30144
Phone: (770) 429-0299
espringer@springercpa.com

Brad Stonecipher

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Brad Stonecipher

Brad has over 30 years experience in the financial services industry. He was previously employed with Trust Company Bank, Merrill Lynch, and Robinson Humphrey, before joining Peachtree Planning in 1995. Brad serves as President of Peachtree Planning and leads the growth and development of the firm and advisors. Additionally, he continues to oversee the Investment Department which includes, Operations, compliance, and Investment Product Sales. He manages and develops over 90 registered representatives with over $2.6 billion of their clients’ assets administered.*

His office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is 404-260-1608 and the fax number is 404-260-1708. Brad's email address is brad.stonecipher@peachtreeplanning.com.

Julie Teplis

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Julie Teplis

3970 Sentry Crossing NE
Marietta, GA 30068-2562
Phone: 770-977-2575

Phillip Vance, CLU

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Phillip Vance, CLU

Mark Weeks, AIF®, RICP®

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Mark Weeks, AIF®, RICP®

After spending 16 years in the financial planning and investment industry, Mark started 52 Weeks to partner his passion for achieving financial goals with the desire to ensure each client’s plan or policy is tailored to their unique ambitions and lifestyles.

With Knowledge supporting his experience, Mark has his FINRA Series 6,7,63 and 65 security registrations as well as the Retirement Income Certified Professional (RICP®) and Accredited Investment Fiduciary (AIF®) designations. Mark hold licenses to practice in 24 states, so even if you're not local--feel free to give him a shout.

Mark is a proud member (and prior South Chapter President) of the National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable Member, and Basketball Coach.

(678) 322-3811
866-395-3754
weeks.mark@principal.com