The following advisors are successful professionals in the financial services industry and statewide leaders of the National Association of Insurance and Financial Advisors:
770-730-2139
rcespey@ft.newyorklife.com
Fred Glass joined our team at Strategic Planning Group in 2021. Fred's strength lies in his ability and commitment to continually improve the level and quality of his planning process. It is his objective to provide a process or repositioning assets to help decrease risk, decrease taxation, and increase protection. His clients recognize a coordinated long-term approach to wealth creation and preservation. His dedication to his clients' growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
Financial Advisor
400 Interstate N Pkwy
Ste 600
Atlanta, GA 30339-5022
Office 770-612-4689
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
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.
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 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.
3970 Sentry Crossing NE
Marietta, GA 30068-2562
Phone: 770-977-2575
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241 West Wieuca Rd
NE Atlanta, GA 30342
770-455-4459
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