Team

Mark is a CERTIFIED FINANCIAL PLANNER^TM practitioner with a Bachelor of Science in Management Science from Georgia Tech. He holds Series 6, 7, and 63 licenses and has earned professional designations including CLU®, ChFC®, CASL®, and LUTCF. Mark works with individuals, families, and school systems, providing comprehensive financial planning, investment, and insurance solutions tailored to their unique needs.

Marshall is a Financial Advisor with a Master of Science in Financial Planning and a Bachelor of Science in Agriculture from the University of Georgia. Holding Series 7 and 66 licenses, Marshall works with individuals, families, and school systems to provide personalized investment and insurance solutions.

Renee helps keep the office organized and assists with various office tasks. Her attention to detail and dedication ensure efficient workspace for the team.

Experienced in managing group supplemental benefits for school system employees, including life, dental, vision, cancer, disability, and flex spending. Proficient in Employee Navigator, claims processing, and client support.

Provides essential support to financial advisors, ensuring smooth office operations and excellent client service. Manages client communications and document preparation while assisting with account administration. Dedicated to efficiency, organization, and enhancing the client experience.