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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:

Cal Anderson

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Cal Anderson

Phone :404-260-1682
Email : keays.bass@peachtreeplanning.com

Keays Bass

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Keays Bass

Patricia Beal Brown, CLU, RHU

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Patricia Beal Brown, CLU, RHU

Mitchell Bush

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Mitchell Bush

Jerry Cantrell, CLU®

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Jerry Cantrell, CLU®

Jerry Cantrell, CLU®, CEO of Marketing Resources, Inc., has more than 30 years experience in the life insurance and financial services industry. Jerry has worn many hats from agent to Vice President. He utilizes his extensive expertise to help agencies and independent insurance professionals find new opportunities to grow.

Jim Van Epps

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Jim Van Epps

Randal Espey

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Randal Espey

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

John L S Fay, CLU®, CLTC®

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John L S Fay, CLU®, CLTC®

Wealth Management Advisor
3438 Peachtree Rd NE
Phipps Tower Ste 1200
Atlanta, GA 30326-1554
Office 404-846-3034

Peggy Fortson

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Peggy Fortson

M. Bryan Freeman

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M. Bryan Freeman

The founder and president of Habersham Funding, LLC ("Habersham Funding") has spent over 16 years working in the life settlement industry. Bryan began his career as an insurance agent, operating his own independent agency for many years giving him knowledge of life insurance that is unparalleled in the industry. Bryan has personally been involved in the purchase and sale of life insurance policies with a total face value of nearly $1 billion, making him an undisputed leader in the industry. Not only is he a volume leader, but Bryan is widely recognized as an international expert on life settlements, speaking globally on life insurance and life settlement

Bryan recently completed serving an unprecedented fourth term as President of the Life Insurance Settlement Association (LISA, formerly the VLSAA) and continues to serve on LISA's Board of Directors and as LISA's Vice President for Legislative Affairs. With its more than 90 members, the LISA is more than just the national trade association for the life settlement industry, it is the voice and conscience of the industry; and it is only logical that its members would choose the authority in life settlement to lead it for an unprecedented four consecutive terms.

Michael Freeman

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Michael Freeman

Susan Freeman

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Susan Freeman

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

Ronald L. Hilliard, CLU, ChFC

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Ronald L. Hilliard, CLU, ChFC

As CEO of Optimum Strategies Group in Atlanta, GA, Ron helps owners and executives of corporations and not-for-profit organizations resolve challenges in recruiting and retaining executives using IRS-approved retirement strategies and non-qualified supplemental retirement plans.

Ron has more than 30 years of experience designing supplemental retirement plans, including his most recent position as Managing Director with Pen Cal Administrators. His expertise includes deferred compensation, split dollar and executive bonus plans. Ron helps clients evaluate the best strategies to achieve their objectives using insurance, investments, and creative benefit plan designs.

Ron holds a Batchelor Of Science in Industrial Management from Georgia Institute of Technology. He also earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

Stuart Jones

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Stuart Jones

Brandon O. Jordan, CFP®, ChFC®

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Brandon O. Jordan, CFP®, ChFC®

A native of Winston, GA Brandon grew up on one hundred acres, with a tractor and the great outdoors for entertainment. Brandon is the youngest of three children and participated in many sports growing up including football, baseball and wrestling. Brandon received a degree in Risk Management from the University of Georgia’s Terry College of Business in 2005. In addition to his passion for financial planning, Brandon is an avid handyman and a wagering Georgia Bulldog enthusiast. Brandon currently lives in Fayetteville, GA and is married to Jennifer. They have two children: Della (4) and Davis (2).

404-954-1415
bjordan@financialguide.com

Trey Kelly

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Trey Kelly

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

Jim Meaders

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Jim Meaders

John David Miller, CLTC®

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John David Miller, CLTC®

Financial Advisor
3920 Arkwright Rd
Suite 100
Macon, GA 31210-1739
Office 478-749-6750

Jim Moore

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Jim Moore

R. (Russel) Jim Moore serves as the Disability Income Specialist, as well as Life Insurance broker for Guardian based in Atlanta, Georgia. He entered the Life Insurance industry in 1964 after serving in the U.S. Army and attending college while in service.

Spending his early years in personal production, Jim began a career in the brokerage business with Provident Life and Accident on the disability income side in 1967. With over five decades of brokerage experience, Jim focuses on being a resource to agents and brokers to aid them in growing their business.

Director of Brokerage Sales, Atlanta Office
(770) 390-2672
jimmoore@ashfordadvisors.net

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.

Chris O’Connell

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Chris O’Connell

Kenneth Pendley

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Kenneth Pendley

Sam Pittard

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Sam Pittard

Managing Director
125 W Washington St
Ste 750
Athens, GA 30601-2722
Mobile 706-207-4093

Kevin Ross

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Kevin Ross

Todd Schnoover

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Todd Schnoover

Joseph Schreck

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Joseph Schreck

770-551-3433
jschreck@financialguide.com
Atlanta, GA

Bruce Shaw

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Bruce Shaw

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.

Phillip Smelley

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Phillip Smelley

Ellen Springer, CPA

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Ellen Springer, CPA

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

Kevin Taylor, LUTCF

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Kevin Taylor, LUTCF

Seasoned Insurance and Financial Services Leader. Having served in Management and Leadership roles since 1988, recruitment, development and retention of sales producers has been the focus. Successful sales producer development and growth has led to premium and asset growth for all organizations while maintaning the highest standards of compliance.

Julie Teplis

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Julie Teplis

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

Wendy Ann Thompson, CFP®, RICP®, CLU®, ChFC®, CASL

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Wendy Ann Thompson, CFP®, RICP®, CLU®, ChFC®, CASL

Wealth Management Advisor
400 Interstate N Pkwy
Ste 600
Atlanta, GA 30339-5022
Office: 770-612-4619

Kelli Toland

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Kelli Toland

Mark WeeksAIF®, RICP®

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Mark WeeksAIF®, 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

Gary Abbott

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Gary Abbott

Thomas Bowen

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Thomas Bowen

William Daniel

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William Daniel

Ronald King

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Ronald King

Mitchell Sink

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Mitchell Sink