Cannon Financial Strategists, Inc.
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Cannon Financial Strategists, Inc. Employees
Employee
Years
Job
Industry
Kelly Dixon, CPA Kelly Dixon, CPA's Cannon Financial Strategists, Inc. Experience May 2010 - Present
Job Retirement Plan Consultant at Cannon Financial Strategists
Industry Financial Services
Experience
Cannon Financial Strategists, Inc. May 2010 - Present
Cannon Financial Strategists, Inc. May 2010 - Present
Moore Colson September 2003 - July 2010
YMCA Camp High Harbour 1996 - 2003
Education
The University of Georgia 1998 — 2003
BBA, Accounting & MIS
University of Georgia - Terry College of Business 1998 — 2002
Cannon Financial Strategists, Inc. May 2010 - Present
Cannon Financial Strategists, Inc. May 2010 - Present
Moore Colson September 2003 - July 2010
YMCA Camp High Harbour 1996 - 2003
Education
The University of Georgia 1998 — 2003
BBA, Accounting & MIS
University of Georgia - Terry College of Business 1998 — 2002
Aubrey Garrison Aubrey Garrison's Cannon Financial Strategists, Inc. Experience March 1984 - Present
Job Retirement Plan Consultant, Cannon Financial Strategists, Inc.
Industry Financial Services
Experience
Cannon Financial Strategists, Inc. March 1984 - Present
Education
The University of Georgia 1964 — 1968
B.S., Psychology; Public Relations
Cannon Financial Strategists, Inc. March 1984 - Present
Education
The University of Georgia 1964 — 1968
B.S., Psychology; Public Relations
Nick Pappas, CFP® Nick Pappas, CFP®'s Cannon Financial Strategists, Inc. Experience August 2007 - Present
Job Retirement Plan Consultant/Certified Financial Planner™ at Cannon Financial Strategists, Inc.
Industry Financial Services
Experience
Cannon Financial Strategists, Inc. August 2007 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - August 2007
Skills
Retirement Planning, IRA's, Asset Allocation, Wealth Management, Financial Planning, Retirement, IRAs, Series 7, Asset Managment, Asset Management, Finance, Strategic Financial..., Investment Advisory, Estate Planning, Securities, 401k, Uniform Combined State...
Education
Mississippi State University - College of Business and Industry 2002 — 2005
Business Administration, Finance
Cannon Financial Strategists, Inc. August 2007 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - August 2007
Skills
Retirement Planning, IRA's, Asset Allocation, Wealth Management, Financial Planning, Retirement, IRAs, Series 7, Asset Managment, Asset Management, Finance, Strategic Financial..., Investment Advisory, Estate Planning, Securities, 401k, Uniform Combined State...
Education
Mississippi State University - College of Business and Industry 2002 — 2005
Business Administration, Finance
Monica Gillespie Monica Gillespie's Cannon Financial Strategists, Inc. Experience November 2009 - Present
Job Retirement Plan Administrator
Industry Investment Management
Experience
Cannon Financial Strategists, Inc. November 2009 - Present
Bank of America February 2006 - May 2009
Skills
Customer Service, Editing, Event Planning
Education
The University of Georgia 1989 — 1992
BSFCS, Child and Family Development
Cannon Financial Strategists, Inc. November 2009 - Present
Bank of America February 2006 - May 2009
Skills
Customer Service, Editing, Event Planning
Education
The University of Georgia 1989 — 1992
BSFCS, Child and Family Development
Allan Middleton Allan Middleton's Cannon Financial Strategists, Inc. Experience November 2008 - Present
Job Retirement Plan Consultant and Financial Advisor at Cannon Financial Strategists, Inc.
Industry Financial Services
Experience
Cannon Financial Strategists, Inc. November 2008 - Present
Skills
Retirement, Retirement Planning, Insurance, 401k, Estate Planning, Wealth Management, Financial Advisory, Disability Insurance, Series 7, Investment Advisory, Asset Allocation, Series 63, Long-term Care, Mutual Funds, Strategic Financial..., Fixed Annuities, 401k Rollovers, IRAs, Life Insurance, Series 65, Retirement Plan..., Investment Strategies, Uniform Combined State..., Variable Annuities, Financial Planning, Qualified Retirement...
Education
The University of Georgia 1993 — 1998
BA, Psychology
The Lawrenceville School
Cannon Financial Strategists, Inc. November 2008 - Present
Skills
Retirement, Retirement Planning, Insurance, 401k, Estate Planning, Wealth Management, Financial Advisory, Disability Insurance, Series 7, Investment Advisory, Asset Allocation, Series 63, Long-term Care, Mutual Funds, Strategic Financial..., Fixed Annuities, 401k Rollovers, IRAs, Life Insurance, Series 65, Retirement Plan..., Investment Strategies, Uniform Combined State..., Variable Annuities, Financial Planning, Qualified Retirement...
Education
The University of Georgia 1993 — 1998
BA, Psychology
The Lawrenceville School
Jenna Copeland's Cannon Financial Strategists, Inc. Experience October 2006 - June 2012
Job Executive Administrative Assistant at LAZ Parking
Industry Executive Office
Experience
LAZ Parking March 2015 - Present
Consulting Psychology Group June 2014 - March 2015
Crete Carrier Corporation June 2012 - June 2014
Cannon Financial Strategists, Inc. October 2006 - June 2012
Childcare Network, Inc. June 2002 - July 2006
Big Chic November 2001 - May 2002
Skills
Administrative..., Payroll, QuickBooks, Outlook, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Filing, Fax, Finance, Banking, Financial Statements, Data Entry, Spreadsheets, Telephone Skills, Time Management, Employee Benefits
Education
The University of Georgia 2006 — 2008
Bachelor of Science (B.S.), Psychology
LAZ Parking March 2015 - Present
Consulting Psychology Group June 2014 - March 2015
Crete Carrier Corporation June 2012 - June 2014
Cannon Financial Strategists, Inc. October 2006 - June 2012
Childcare Network, Inc. June 2002 - July 2006
Big Chic November 2001 - May 2002
Skills
Administrative..., Payroll, QuickBooks, Outlook, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Filing, Fax, Finance, Banking, Financial Statements, Data Entry, Spreadsheets, Telephone Skills, Time Management, Employee Benefits
Education
The University of Georgia 2006 — 2008
Bachelor of Science (B.S.), Psychology
Brandon Cooper, CPA's Cannon Financial Strategists, Inc. Experience June 2015 - Present
Job Financial Planning Associate at Cannon Financial Strategists, Inc.
Industry Accounting
Experience
Cannon Financial Strategists, Inc. June 2015 - Present
Collins/Moody & Company CPA August 2013 - May 2015
Bozeman Real Estate April 2013 - September 2013
Jones and Kolb January 2013 - April 2013
Athens First Bank & Trust June 2011 - December 2012
Trinity Accounting Group June 2012 - August 2012
Greenleaf Capital, LLC January 2010 - May 2011
Skills
Finance, Accounting, Investment Properties, Commercial Real Estate, Property, Tax Preparation, Real Estate, CPA, Financial Analysis, Tax Returns, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable
Education
The University of Georgia 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Valdosta State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing & Management
Cannon Financial Strategists, Inc. June 2015 - Present
Collins/Moody & Company CPA August 2013 - May 2015
Bozeman Real Estate April 2013 - September 2013
Jones and Kolb January 2013 - April 2013
Athens First Bank & Trust June 2011 - December 2012
Trinity Accounting Group June 2012 - August 2012
Greenleaf Capital, LLC January 2010 - May 2011
Skills
Finance, Accounting, Investment Properties, Commercial Real Estate, Property, Tax Preparation, Real Estate, CPA, Financial Analysis, Tax Returns, Account Reconciliation, Accounts Payable, Financial Reporting, Accounts Receivable
Education
The University of Georgia 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Valdosta State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing & Management
Ryan Dunn Ryan Dunn's Cannon Financial Strategists, Inc. Experience July 2008 - January 2009
Job Senior Associate at TZP Group
Industry Venture Capital & Private Equity
Experience
TZP Group July 2012 - Present
Croft & Bender July 2009 - June 2012
Cannon Financial Strategists, Inc. July 2008 - January 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, LBO, Valuation, Financial Analysis, Venture Capital, Financial Services, Finance, Business Valuation, Mergers & Acquisitions, Wealth Management, Capital IQ
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
University of Oxford 2007 — 2007
Milton High School 2001 — 2005
TZP Group July 2012 - Present
Croft & Bender July 2009 - June 2012
Cannon Financial Strategists, Inc. July 2008 - January 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, LBO, Valuation, Financial Analysis, Venture Capital, Financial Services, Finance, Business Valuation, Mergers & Acquisitions, Wealth Management, Capital IQ
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
University of Oxford 2007 — 2007
Milton High School 2001 — 2005
Jack Reilley's Cannon Financial Strategists, Inc. Experience May 2013 - Present
Job MBA, MIM, MS, CFP®
Industry Financial Services
Experience
Cannon Financial Strategists, Inc. May 2013 - Present
University of Georgia August 2009 - May 2013
HIPRA July 2008 - December 2008
HIPRA February 2004 - June 2008
HIPRA March 2001 - August 2006
Vineland Laboratories a Lohmann Animal Health company January 1998 - October 2000
Select Laboratories a MERIAL company October 1993 - December 1997
Skills
Spanish, Strategic Planning, Business Planning, Sales Management, Budgets, Management, Investments, Marketing Strategy, Business Strategy, Customer Service, Key Account Management, Strategic Financial..., Research, Leadership, Life Sciences, Market Research, Microsoft Excel, Sales, Personal Income Tax..., Accounting
Education
The University of Georgia 2009 — 2012
MS, Family Financial Planning
ESAN 2003 — 2003
Diplomado, Managerial Costs
Universidad del Rosario 2000 — 2000
Diplomado, Finance
Thunderbird School of Global Management 1991 — 1992
MIM, Managment, Finance, Latin America, Spanish
California State University-Chico 1989 — 1991
MBA, Mangement, Finance, MIS
Humboldt State University 1977 — 1984
BS, Fisheries Biology
Cannon Financial Strategists, Inc. May 2013 - Present
University of Georgia August 2009 - May 2013
HIPRA July 2008 - December 2008
HIPRA February 2004 - June 2008
HIPRA March 2001 - August 2006
Vineland Laboratories a Lohmann Animal Health company January 1998 - October 2000
Select Laboratories a MERIAL company October 1993 - December 1997
Skills
Spanish, Strategic Planning, Business Planning, Sales Management, Budgets, Management, Investments, Marketing Strategy, Business Strategy, Customer Service, Key Account Management, Strategic Financial..., Research, Leadership, Life Sciences, Market Research, Microsoft Excel, Sales, Personal Income Tax..., Accounting
Education
The University of Georgia 2009 — 2012
MS, Family Financial Planning
ESAN 2003 — 2003
Diplomado, Managerial Costs
Universidad del Rosario 2000 — 2000
Diplomado, Finance
Thunderbird School of Global Management 1991 — 1992
MIM, Managment, Finance, Latin America, Spanish
California State University-Chico 1989 — 1991
MBA, Mangement, Finance, MIS
Humboldt State University 1977 — 1984
BS, Fisheries Biology