Peachtree Planning Corporation
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Peachtree Planning Corporation Employees
Employee
Years
Job
Industry
Fred Livingston Fred Livingston's Peachtree Planning Corporation Experience March 1987 - April 1993
Job Principal at Planmark Capital Management, LLC
Industry Financial Services
Experience
Planmark Capital Management, LLC January 2001 - Present
Benefit Marketing Group, Inc. October 1993 - June 1996
Peachtree Planning Corporation March 1987 - April 1993
Skills
401k, ERISA, Retirement, Investment Advisory, Pensions, Wealth Management, Portfolio Management, Investments, Financial Planning, Asset Management, Defined Benefit, Retirement Planning, Estate Planning, Retirement Plan..., Pension Administration, Securities, Long-term Care, Financial Advisory, Strategic Financial..., Insurance, Disability Insurance, Finance, Asset Allocation, Employee Benefits, Certified Financial..., IRAs, Investment Strategies
Education
Georgia State University 1975 — 1977
MBA, Marketing
University of North Georgia 1967 — 1971
BBA, Managment
Planmark Capital Management, LLC January 2001 - Present
Benefit Marketing Group, Inc. October 1993 - June 1996
Peachtree Planning Corporation March 1987 - April 1993
Skills
401k, ERISA, Retirement, Investment Advisory, Pensions, Wealth Management, Portfolio Management, Investments, Financial Planning, Asset Management, Defined Benefit, Retirement Planning, Estate Planning, Retirement Plan..., Pension Administration, Securities, Long-term Care, Financial Advisory, Strategic Financial..., Insurance, Disability Insurance, Finance, Asset Allocation, Employee Benefits, Certified Financial..., IRAs, Investment Strategies
Education
Georgia State University 1975 — 1977
MBA, Marketing
University of North Georgia 1967 — 1971
BBA, Managment
Brandon Draughon Brandon Draughon's Peachtree Planning Corporation Experience December 2009 - December 2010
Job Performance & Data Projects Analyst at Nationwide Studios/ Teddy Bear Portraits
Industry Photography
Experience
Nationwide Studios/ Teddy Bear Portraits April 2014 - Present
SMS Holdings January 2014 - April 2014
Caterpillar Financial 2011 - 2013
Peachtree Planning Corporation December 2009 - December 2010
Skills
Capital Budgeting,..., Financial Reporting, Accounting, Business Planning, Forecasting, Leadership, Financial Analysis, Financial Modeling, Project Finance, Analysis, Data Analysis, Management, Business Process..., Training, Finance, Six Sigma, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service
Education
Cookeville 2007 — 2011
Bachelor of Science (B.S.), Finance
Tennessee Technological University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Nationwide Studios/ Teddy Bear Portraits April 2014 - Present
SMS Holdings January 2014 - April 2014
Caterpillar Financial 2011 - 2013
Peachtree Planning Corporation December 2009 - December 2010
Skills
Capital Budgeting,..., Financial Reporting, Accounting, Business Planning, Forecasting, Leadership, Financial Analysis, Financial Modeling, Project Finance, Analysis, Data Analysis, Management, Business Process..., Training, Finance, Six Sigma, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service
Education
Cookeville 2007 — 2011
Bachelor of Science (B.S.), Finance
Tennessee Technological University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
David Mirolli's Peachtree Planning Corporation Experience January 2006 - December 2011
Job Managing Director at Catalyst Wealth Management (Your Flying Advisor)
Industry Financial Services
Experience
Catalyst Wealth Management January 2012 - Present
Delta Air Lines January 2001 - Present
US Air Force Reserve November 1986 - February 2014
Peachtree Planning Corporation January 2006 - December 2011
Investment 2000 - 2005
Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial..., Small Business, IRAs, Finance, Estate Planning, Employee Benefits, Asset Management, Pensions, Risk Management, Series 7, Long Term Care Insurance, Personal Financial..., High Net Worth..., Tax, Wealth Accumulation, Financial Planning, Business Planning, Series 65, Asset Managment, Alternative Investments, Executive Pay, Defined Benefit, Career Development..., IRA Rollovers, Executive Compensation, Personal Tax Planning
Education
Embry-Riddle Aeronautical University 1994 — 1996
MS
Miami University 1982 — 1986
BA
Catalyst Wealth Management January 2012 - Present
Delta Air Lines January 2001 - Present
US Air Force Reserve November 1986 - February 2014
Peachtree Planning Corporation January 2006 - December 2011
Investment 2000 - 2005
Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial..., Small Business, IRAs, Finance, Estate Planning, Employee Benefits, Asset Management, Pensions, Risk Management, Series 7, Long Term Care Insurance, Personal Financial..., High Net Worth..., Tax, Wealth Accumulation, Financial Planning, Business Planning, Series 65, Asset Managment, Alternative Investments, Executive Pay, Defined Benefit, Career Development..., IRA Rollovers, Executive Compensation, Personal Tax Planning
Education
Embry-Riddle Aeronautical University 1994 — 1996
MS
Miami University 1982 — 1986
BA
Bill Dyches Bill Dyches's Peachtree Planning Corporation Experience January 1997 - December 2009
Job Wealth Advisory Group, Inc.
Industry Financial Services
Experience
Wealth Advisory Group, Inc. 2009 - Present
Peachtree Planning Corporation January 1997 - December 2009
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Wealth, Disability Insurance, Long-term Care, Securities, Investments, Insurance, Retirement, Series 7
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Business Management
Wealth Advisory Group, Inc. 2009 - Present
Peachtree Planning Corporation January 1997 - December 2009
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Wealth, Disability Insurance, Long-term Care, Securities, Investments, Insurance, Retirement, Series 7
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Business Management
Adam Bokesch Adam Bokesch's Peachtree Planning Corporation Experience October 2001 - November 2003
Job Advisor, Strategic Benefit Consultant, HRIS Technology, Insurance, Wellness, Compliance, ACA, Private Exchange
Industry Insurance
Experience
Digital Benefit Advisors March 2014 - Present
Paychex May 2009 - March 2014
Gevity Inc. January 2006 - January 2009
Phase3 Media, LLC November 2003 - January 2005
Peachtree Planning Corporation October 2001 - November 2003
Chipman-Union, Inc. 1999 - 2001
Skills
Employee Benefits, Salesforce.com, Account Management, New Business Development, Insurance, Sales, Health Insurance, 401k, Sales Process, Negotiation, Strategic Planning, Marketing, Retirement, Direct Sales, Business Strategy, Cold Calling, Sales Management, Customer Service, B2B, Business Development, Competitive Analysis, Human Resources, Management, CRM
Education
Georgia College and State University 1995 — 1999
B.B.A., Economics
Lakeside high school 1991 — 1995
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Digital Benefit Advisors March 2014 - Present
Paychex May 2009 - March 2014
Gevity Inc. January 2006 - January 2009
Phase3 Media, LLC November 2003 - January 2005
Peachtree Planning Corporation October 2001 - November 2003
Chipman-Union, Inc. 1999 - 2001
Skills
Employee Benefits, Salesforce.com, Account Management, New Business Development, Insurance, Sales, Health Insurance, 401k, Sales Process, Negotiation, Strategic Planning, Marketing, Retirement, Direct Sales, Business Strategy, Cold Calling, Sales Management, Customer Service, B2B, Business Development, Competitive Analysis, Human Resources, Management, CRM
Education
Georgia College and State University 1995 — 1999
B.B.A., Economics
Lakeside high school 1991 — 1995
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nina Weaver Nina Weaver's Peachtree Planning Corporation Experience June 2004 - Present
Job Associate
Industry Financial Services
Experience
Peachtree Planning Corporation June 2004 - Present
Lincoln Financial Advisors 1991 - 2004
Education
Georgia Perimeter College 1973 — 1976
North Springs High School 1969 — 1973
Peachtree Planning Corporation June 2004 - Present
Lincoln Financial Advisors 1991 - 2004
Education
Georgia Perimeter College 1973 — 1976
North Springs High School 1969 — 1973
Travis Garland Travis Garland's Peachtree Planning Corporation Experience 2004 - 2005
Job Portman Management Company
Industry Real Estate
Experience
Portman Holdings December 2011 - Present
Anders Commercial Properties 2005 - 2012
Peachtree Planning Corporation 2004 - 2005
Education
The University of Georgia 1999 — 2003
BBA, Real Estate
Portman Holdings December 2011 - Present
Anders Commercial Properties 2005 - 2012
Peachtree Planning Corporation 2004 - 2005
Education
The University of Georgia 1999 — 2003
BBA, Real Estate
Don Webster Don Webster's Peachtree Planning Corporation Experience September 2009 - December 2013
Job Commercial, Residential, Industrial Real Estate Consultant,Berkshire Hathaway Home Services
Industry Real Estate
Experience
Peachtree Planning Corporation September 2009 - December 2013
Legacy Academy Suwanee October 2003 - March 2011
MassMutual Financial Group April 1991 - September 2009
Skills
Disability Insurance, Retirement Planning, Long-term Care, Strategic Financial..., Life Insurance, Investments, Estate Planning, Employee Benefits, Financial Planners, Health Insurance, Financial Advisory, Investment Advisory, Whole Life, Business, Fixed Annuities, Loans, Financial Services, Relationship Management, Insurance, Leadership, Underwriting, Wealth Accumulation, Asset Allocation, Mortgage Lending, Investment Strategies, Financial Risk, Term Life Insurance, Business Planning, Pensions, Asset Management, Retirement, Finance, Risk Management, Wealth Management, Securities, Credit, Financial Analysis, Portfolio Management, Small Business, Series 63, Umbrella Insurance, IRAs, Wealth, Real Estate, 401k, Mutual Funds, Sales
Education
Tennessee Technological University 1976 — 1982
BS, Agricultural Business
University of Tennessee-Knoxville
Peachtree Planning Corporation September 2009 - December 2013
Legacy Academy Suwanee October 2003 - March 2011
MassMutual Financial Group April 1991 - September 2009
Skills
Disability Insurance, Retirement Planning, Long-term Care, Strategic Financial..., Life Insurance, Investments, Estate Planning, Employee Benefits, Financial Planners, Health Insurance, Financial Advisory, Investment Advisory, Whole Life, Business, Fixed Annuities, Loans, Financial Services, Relationship Management, Insurance, Leadership, Underwriting, Wealth Accumulation, Asset Allocation, Mortgage Lending, Investment Strategies, Financial Risk, Term Life Insurance, Business Planning, Pensions, Asset Management, Retirement, Finance, Risk Management, Wealth Management, Securities, Credit, Financial Analysis, Portfolio Management, Small Business, Series 63, Umbrella Insurance, IRAs, Wealth, Real Estate, 401k, Mutual Funds, Sales
Education
Tennessee Technological University 1976 — 1982
BS, Agricultural Business
University of Tennessee-Knoxville
Jay Milam Jay Milam's Peachtree Planning Corporation Experience May 2005 - Present
Job Financial Representative at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation May 2005 - Present
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Wealth Accumulation, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Securities, Accounting, Financial Advisory, Small Business, Risk Management, Investments, IRAs, Estate Planning, Finance, Financial Services, Wealth Management, Long-term Care, Long Term Care Insurance, Wealth, Insurance
Education
Life University
Masters of Science
Jacksonville State University 1989 — 1993
B.S.
Cartersville High
Peachtree Planning Corporation May 2005 - Present
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Wealth Accumulation, Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Securities, Accounting, Financial Advisory, Small Business, Risk Management, Investments, IRAs, Estate Planning, Finance, Financial Services, Wealth Management, Long-term Care, Long Term Care Insurance, Wealth, Insurance
Education
Life University
Masters of Science
Jacksonville State University 1989 — 1993
B.S.
Cartersville High
Josh Brock Josh Brock's Peachtree Planning Corporation Experience July 2014 - Present
Job Account Executive at Peachtree Planning Corporation
Industry Banking
Experience
Peachtree Planning Corporation July 2014 - Present
Regions Financial Corporation October 2012 - June 2014
Regions Bank April 2011 - September 2012
Century Bank of Georgia August 2007 - April 2011
HomeBanc Mortgage June 2006 - August 2007
Skills
Commercial Lending, Credit, Banking, Small Business Lending, New Business Development, Strategic Planning, Customer Service, Sales Management, Insurance, Negotiation, Team Building, Management, Sales, Account Management, Analysis, Business Development, Coaching, Financial Analysis, Leadership, Marketing, Small Business, Strategy
Education
The University of Georgia 2002 — 2006
Peachtree Planning Corporation July 2014 - Present
Regions Financial Corporation October 2012 - June 2014
Regions Bank April 2011 - September 2012
Century Bank of Georgia August 2007 - April 2011
HomeBanc Mortgage June 2006 - August 2007
Skills
Commercial Lending, Credit, Banking, Small Business Lending, New Business Development, Strategic Planning, Customer Service, Sales Management, Insurance, Negotiation, Team Building, Management, Sales, Account Management, Analysis, Business Development, Coaching, Financial Analysis, Leadership, Marketing, Small Business, Strategy
Education
The University of Georgia 2002 — 2006
Beverly Norris Beverly Norris's Peachtree Planning Corporation Experience January 1997 - Present
Job Professional Development at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation January 1997 - Present
Education
The University of Georgia 1990 — 1995
MA, Ed.D., Education
The University of Georgia 1972 — 1975
BMEd, Education/Piano Performance
Peachtree Planning Corporation January 1997 - Present
Education
The University of Georgia 1990 — 1995
MA, Ed.D., Education
The University of Georgia 1972 — 1975
BMEd, Education/Piano Performance
Bryan Franklin Bryan Franklin's Peachtree Planning Corporation Experience October 2011 - Present
Job Financial Representative at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation October 2011 - Present
Capstone Financial Partners September 2011 - January 2012
Colonial Bank November 2007 - May 2009
Education
Appalachian State University 1994 — 1999
BA, Music
Peachtree Planning Corporation October 2011 - Present
Capstone Financial Partners September 2011 - January 2012
Colonial Bank November 2007 - May 2009
Education
Appalachian State University 1994 — 1999
BA, Music
Carter Potts, CFP®'s Peachtree Planning Corporation Experience 2001 - 2004
Job Senior Financial Consultant at Lloyd Professional Group
Industry Financial Services
Experience
Lloyd Pro Group 2005 - Present
Peachtree Planning Corporation 2001 - 2004
Skills
Small Business, Risk Management, Pensions, Life Insurance, Finance, Wealth, Wealth Management..., Financial Goals, Property & Casualty..., Insurance, Personal Finance, Employee Benefits, General Insurance, Retirement Planning, Commercial Insurance, Business Planning, Financial Planning, Wealth Management, Investments
Education
University of Georgia - Terry College of Business 1995 — 1999
Finance, Finance, Business Law
Lloyd Pro Group 2005 - Present
Peachtree Planning Corporation 2001 - 2004
Skills
Small Business, Risk Management, Pensions, Life Insurance, Finance, Wealth, Wealth Management..., Financial Goals, Property & Casualty..., Insurance, Personal Finance, Employee Benefits, General Insurance, Retirement Planning, Commercial Insurance, Business Planning, Financial Planning, Wealth Management, Investments
Education
University of Georgia - Terry College of Business 1995 — 1999
Finance, Finance, Business Law
Scott Dalziel, PMP's Peachtree Planning Corporation Experience 2010 - 2011
Job Undersea Systems Deputy Chief Engineer SRA International
Industry Defense & Space
Experience
SRA International 2014 - Present
Music City Partners 2013 - 2014
Parallon Business Solutions 2011 - 2013
Peachtree Planning Corporation 2010 - 2011
US Navy 2008 - 2010
US Navy 2007 - 2010
US Navy 2007 - 2008
US Navy 2006 - 2007
US Navy 2001 - 2006
Skills
Program Management, Leadership, Operations Management, DoD, Risk Management, Strategic Planning, Operational Planning, Executive Management, Team Leadership, Contract Negotiation, Leadership Development, Process Improvement, Strategy, Navy, Project Planning, Security Clearance, Management, Military Operations, Military, Command, Aviation, Government, Organizational..., Team Building, Logistics, Project Management, Military Experience, Risk Assessment, Cross-functional Team..., Mentoring, Six Sigma, Strategic Leadership, Change Management, Helicopters, Budgets, National Security, Defense, Healthcare, Healthcare Management, Contract Management, Organizational..., Critical Thinking, Managerial Finance, Revenue Cycle Management, Military Aircraft, Flight Test Engineering, Financial Management, Product Development
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Executive Management
United States Naval Academy 1997 — 2001
Bachelor of Science, Control Systems Engineering, Robotics & Astrodynamics
Naval Flight School
Naval Aviator Designation / FAA, Commercial Pilot with Instrument Ratings for both Rotary-Wing & Single-Engine Aircraft
Naval Postgraduate School
Certificate, Aviation Safety Officer
SRA International 2014 - Present
Music City Partners 2013 - 2014
Parallon Business Solutions 2011 - 2013
Peachtree Planning Corporation 2010 - 2011
US Navy 2008 - 2010
US Navy 2007 - 2010
US Navy 2007 - 2008
US Navy 2006 - 2007
US Navy 2001 - 2006
Skills
Program Management, Leadership, Operations Management, DoD, Risk Management, Strategic Planning, Operational Planning, Executive Management, Team Leadership, Contract Negotiation, Leadership Development, Process Improvement, Strategy, Navy, Project Planning, Security Clearance, Management, Military Operations, Military, Command, Aviation, Government, Organizational..., Team Building, Logistics, Project Management, Military Experience, Risk Assessment, Cross-functional Team..., Mentoring, Six Sigma, Strategic Leadership, Change Management, Helicopters, Budgets, National Security, Defense, Healthcare, Healthcare Management, Contract Management, Organizational..., Critical Thinking, Managerial Finance, Revenue Cycle Management, Military Aircraft, Flight Test Engineering, Financial Management, Product Development
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Executive Management
United States Naval Academy 1997 — 2001
Bachelor of Science, Control Systems Engineering, Robotics & Astrodynamics
Naval Flight School
Naval Aviator Designation / FAA, Commercial Pilot with Instrument Ratings for both Rotary-Wing & Single-Engine Aircraft
Naval Postgraduate School
Certificate, Aviation Safety Officer
David T. Jolly David T. Jolly's Peachtree Planning Corporation Experience January 1998 - January 2000
Job Account Director at Zayo Group
Industry Information Technology and Services
Experience
Zayo Group September 2015 - Present
Affiniti (formerly Trillion Partners) January 2014 - August 2014
Trillion Partners (Acquired by Affiniti) September 2012 - January 2014
Trillion Partners (Acquired by Affiniti) February 2009 - August 2012
Trillion Partners (Acquired by Affiniti) February 2006 - January 2009
Trillion Partners (Acquired by Affiniti) April 2003 - February 2006
Teleco January 2002 - January 2003
Expanets (Acquired by Avaya) January 2000 - January 2002
Peachtree Planning Corporation January 1998 - January 2000
JM Tull Metals (Acquired by Ryerson) June 1992 - December 1997
Skills
Contract Negotiations, Strategic Planning, VoIP, WAN, Consultative Selling, Contract Negotiation, Sales, Selling, Leadership, Telecommunications, CRM, Project Management, Management, Account Management, Solution Selling, Training, Start-ups, Finance, SaaS, Coaching, Cloud Computing, Business Development, Managed Services, Wireless, Telephony, Networking, Data Center, Enterprise Software, Salesforce.com, Unified Communications, Sales Process, Strategy, Product Management, MPLS, Broadband, Integration, Vendor Management, IP, Marketing, Sales Operations, Product Marketing, Marketing Strategy, Sales Management
Education
Clemson University 1987 — 1992
BS, Business Management/Marketing
Zayo Group September 2015 - Present
Affiniti (formerly Trillion Partners) January 2014 - August 2014
Trillion Partners (Acquired by Affiniti) September 2012 - January 2014
Trillion Partners (Acquired by Affiniti) February 2009 - August 2012
Trillion Partners (Acquired by Affiniti) February 2006 - January 2009
Trillion Partners (Acquired by Affiniti) April 2003 - February 2006
Teleco January 2002 - January 2003
Expanets (Acquired by Avaya) January 2000 - January 2002
Peachtree Planning Corporation January 1998 - January 2000
JM Tull Metals (Acquired by Ryerson) June 1992 - December 1997
Skills
Contract Negotiations, Strategic Planning, VoIP, WAN, Consultative Selling, Contract Negotiation, Sales, Selling, Leadership, Telecommunications, CRM, Project Management, Management, Account Management, Solution Selling, Training, Start-ups, Finance, SaaS, Coaching, Cloud Computing, Business Development, Managed Services, Wireless, Telephony, Networking, Data Center, Enterprise Software, Salesforce.com, Unified Communications, Sales Process, Strategy, Product Management, MPLS, Broadband, Integration, Vendor Management, IP, Marketing, Sales Operations, Product Marketing, Marketing Strategy, Sales Management
Education
Clemson University 1987 — 1992
BS, Business Management/Marketing
Allen Rutledge Allen Rutledge's Peachtree Planning Corporation Experience August 1990 - August 2008
Job Sr. Partner & Registered Principal at Capital Planning & Investments, LLC
Industry Financial Services
Experience
Capital Planning & Investments, LLC August 2008 - Present
Peachtree Planning Corporation August 1990 - August 2008
Georgia International Life Insurance/Sun America Securities January 1984 - August 1990
U. S. Congressman Larry P. McDonald 1983 - 1983
Skills
Investments, Securities, Investment Advisory, Retirement Planning, Retirement, Financial Advisory, Wealth, Life Insurance, Mutual Funds, Series 7, Fixed Annuities, Wealth Management, Estate Planning, Long-term Care, Wealth Accumulation, IRAs, FINRA, Long Term Care Insurance, 401k, Series 6, Series 63, Term Life Insurance, Disability Insurance, Series 24, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Pensions, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1974
MBA, Finance
East Carolina University 1965 — 1969
BA, Political Science
Capital Planning & Investments, LLC August 2008 - Present
Peachtree Planning Corporation August 1990 - August 2008
Georgia International Life Insurance/Sun America Securities January 1984 - August 1990
U. S. Congressman Larry P. McDonald 1983 - 1983
Skills
Investments, Securities, Investment Advisory, Retirement Planning, Retirement, Financial Advisory, Wealth, Life Insurance, Mutual Funds, Series 7, Fixed Annuities, Wealth Management, Estate Planning, Long-term Care, Wealth Accumulation, IRAs, FINRA, Long Term Care Insurance, 401k, Series 6, Series 63, Term Life Insurance, Disability Insurance, Series 24, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Pensions, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1974
MBA, Finance
East Carolina University 1965 — 1969
BA, Political Science
Haley Stonecipher's Peachtree Planning Corporation Experience January 2010 - Present
Job Administrative assistant at Peachtree Planning Corporation
Industry Marketing and Advertising
Experience
Peachtree Planning Corporation January 2010 - Present
Peachtree Planning January 2010 - Present
2010-Spring January 2010 - Present
Peachtree planning January 2010 - Present
Clerking 2010 - Present
St. John & Myers May 2010 - September 2010
Cumulus Broadcasting January 2010 - May 2010
Linda Turner Staging & Redesign May 2009 - August 2009
Education
University of Kentucky 2005 — 2010
Bachelor of Arts, Advertising
The Galloway School 2001 — 2005
High School, Liberal Arts
The Galloway School
University of Kentucky
Bachelor of Arts, Integrated Strategic Communications (Advertising)
Peachtree Planning Corporation January 2010 - Present
Peachtree Planning January 2010 - Present
2010-Spring January 2010 - Present
Peachtree planning January 2010 - Present
Clerking 2010 - Present
St. John & Myers May 2010 - September 2010
Cumulus Broadcasting January 2010 - May 2010
Linda Turner Staging & Redesign May 2009 - August 2009
Education
University of Kentucky 2005 — 2010
Bachelor of Arts, Advertising
The Galloway School 2001 — 2005
High School, Liberal Arts
The Galloway School
University of Kentucky
Bachelor of Arts, Integrated Strategic Communications (Advertising)
Ken Thomas, CFP® Ken Thomas, CFP®'s Peachtree Planning Corporation Experience May 1997 - July 2008
Job Financial Planning Wealth Management Retirement Income Planning
Industry Financial Services
Experience
Capital Planning & Investments, LLC August 2008 - Present
Peachtree Planning Corporation May 1997 - July 2008
Eli Lilly November 1980 - April 1997
Education
The University of Georgia 1974 — 1978
BS
University of Georgia - Terry College of Business
Financial Planning
Capital Planning & Investments, LLC August 2008 - Present
Peachtree Planning Corporation May 1997 - July 2008
Eli Lilly November 1980 - April 1997
Education
The University of Georgia 1974 — 1978
BS
University of Georgia - Terry College of Business
Financial Planning
Chris Jefts Chris Jefts's Peachtree Planning Corporation Experience 2006 - 2010
Job Regional Director, Leadership and Major Gifts at University of Georgia
Industry Fund-Raising
Experience
University of Georgia March 2011 - Present
Peachtree Planning Corporation 2006 - 2010
Cleveland Indians 1996 - 2005
The University Of Georgia Athletic Association 1991 - 1995
Chicago White Sox 1984 - 1988
Education
University of Georgia - Terry College of Business 1994 — 1996
MBA, Corporate Finance, International Business, Marketing
The University of Georgia 1989 — 1992
BS, Education
Darlington School 1979 — 1984
High School Diploma
University of Georgia March 2011 - Present
Peachtree Planning Corporation 2006 - 2010
Cleveland Indians 1996 - 2005
The University Of Georgia Athletic Association 1991 - 1995
Chicago White Sox 1984 - 1988
Education
University of Georgia - Terry College of Business 1994 — 1996
MBA, Corporate Finance, International Business, Marketing
The University of Georgia 1989 — 1992
BS, Education
Darlington School 1979 — 1984
High School Diploma
Jay Loyd, CPA, CFP® Jay Loyd, CPA, CFP®'s Peachtree Planning Corporation Experience July 2011 - August 2012
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD, LLC August 2012 - Present
Peachtree Planning Corporation July 2011 - August 2012
Octagon June 2008 - July 2010
Denver Broncos Football Club March 2009 - October 2009
Skills
Series 7, Series 66, Insurance, Account Management, Estate Planning, Tax Advisory, Investment Management
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master's degree, Accounting
University of Georgia - Terry College of Business 2004 — 2008
B.B.A - Management, Management
SignatureFD, LLC August 2012 - Present
Peachtree Planning Corporation July 2011 - August 2012
Octagon June 2008 - July 2010
Denver Broncos Football Club March 2009 - October 2009
Skills
Series 7, Series 66, Insurance, Account Management, Estate Planning, Tax Advisory, Investment Management
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master's degree, Accounting
University of Georgia - Terry College of Business 2004 — 2008
B.B.A - Management, Management
Shane Ammons Shane Ammons's Peachtree Planning Corporation Experience December 2003 - March 2005
Job Community Relations Manager, Halcyon Hospice
Industry Hospital & Health Care
Experience
Halcyon Healthcare March 2015 - Present
Jack City Sports Center May 2013 - June 2015
Certus Financial Group February 2007 - January 2013
BohannonHolman, LLC January 2001 - January 2007
Peachtree Planning Corporation December 2003 - March 2005
Skills
Retirement Planning, Financial Planning, Retirement, Investments, Insurance Planning, Financial Planners, Strategic Financial..., Sales, Problem Solving, Building Relationships, Financial Advisory, Customer Oriented, Coaching, Small Business, Customer Satisfaction, Financial Services, Finance, Retail Category..., Investment Advisory, Fixed Annuities, Management, IRAs, Team Building, Marketing, Strategic Planning, Public Speaking, Marketing Strategy, Account Management
Education
Georgia College and State University 1994 — 1997
BA, History, Education
Mercer University 1993 — 1994
BS, History
Halcyon Healthcare March 2015 - Present
Jack City Sports Center May 2013 - June 2015
Certus Financial Group February 2007 - January 2013
BohannonHolman, LLC January 2001 - January 2007
Peachtree Planning Corporation December 2003 - March 2005
Skills
Retirement Planning, Financial Planning, Retirement, Investments, Insurance Planning, Financial Planners, Strategic Financial..., Sales, Problem Solving, Building Relationships, Financial Advisory, Customer Oriented, Coaching, Small Business, Customer Satisfaction, Financial Services, Finance, Retail Category..., Investment Advisory, Fixed Annuities, Management, IRAs, Team Building, Marketing, Strategic Planning, Public Speaking, Marketing Strategy, Account Management
Education
Georgia College and State University 1994 — 1997
BA, History, Education
Mercer University 1993 — 1994
BS, History
Joe Mueller Joe Mueller's Peachtree Planning Corporation Experience 2001 - 2006
Job Financial Planner, Financial Services Representative at Metlife
Industry Financial Services
Experience
Metlife January 2015 - Present
New England Securities January 2011 - December 2014
National Financial Services Group July 2006 - December 2010
Shepherd Center 2007 - 2008
Peachtree Planning Corporation 2001 - 2006
Towne Lake Optimist Club 2002 - 2003
NorthPoint Community Church-men's bible 2002 - 2002
Optimist International-TowneLake 2001 - 2002
TIF 1994 - 2002
Alfa Wassermann 1997 - 2001
Education
The University of Akron 1974 — 1975
MA
Long Island University, C.W. Post Campus 1972 — 1974
MS
Miami University 1968 — 1972
BS
CHS
Metlife January 2015 - Present
New England Securities January 2011 - December 2014
National Financial Services Group July 2006 - December 2010
Shepherd Center 2007 - 2008
Peachtree Planning Corporation 2001 - 2006
Towne Lake Optimist Club 2002 - 2003
NorthPoint Community Church-men's bible 2002 - 2002
Optimist International-TowneLake 2001 - 2002
TIF 1994 - 2002
Alfa Wassermann 1997 - 2001
Education
The University of Akron 1974 — 1975
MA
Long Island University, C.W. Post Campus 1972 — 1974
MS
Miami University 1968 — 1972
BS
CHS
Justin Williams Justin Williams's Peachtree Planning Corporation Experience January 2014 - Present
Job Business Development
Industry Consumer Services
Experience
Kabbage, Inc October 2014 - Present
CanopyQuote July 2014 - Present
Peachtree Planning Corporation January 2014 - Present
Getaway 2 Give Collection January 2014 - September 2014
Peachtree Planning June 2008 - January 2014
Abacus Technologies March 2006 - August 2007
The Morrison Agency June 2004 - March 2006
Skills
Philanthropy, Strategic Financial..., Time Management, Charities, Financial Planning, Financial Advisory, Mutual Funds, Estate Planning, Disability Insurance, Life Insurance, Marketing, Long-term Care, Securities, Sales, Investment Advisory, Business Planning, 401k, Business Development, Investment Management, Asset Allocation, Series 63, Strategic Planning, Account Management, Salesforce.com, Media Buying, Solution Selling, Outside Sales, Strategic Thinking, Thinking Outside The Box, Financial Analysis, Business Analysis, New Business Development, Entrepreneurship, Financial Modeling, Series 7, Avid Golfer, Sales Presentations, Connecting People, Strategy, Strategic Partnerships, Management
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Kabbage, Inc October 2014 - Present
CanopyQuote July 2014 - Present
Peachtree Planning Corporation January 2014 - Present
Getaway 2 Give Collection January 2014 - September 2014
Peachtree Planning June 2008 - January 2014
Abacus Technologies March 2006 - August 2007
The Morrison Agency June 2004 - March 2006
Skills
Philanthropy, Strategic Financial..., Time Management, Charities, Financial Planning, Financial Advisory, Mutual Funds, Estate Planning, Disability Insurance, Life Insurance, Marketing, Long-term Care, Securities, Sales, Investment Advisory, Business Planning, 401k, Business Development, Investment Management, Asset Allocation, Series 63, Strategic Planning, Account Management, Salesforce.com, Media Buying, Solution Selling, Outside Sales, Strategic Thinking, Thinking Outside The Box, Financial Analysis, Business Analysis, New Business Development, Entrepreneurship, Financial Modeling, Series 7, Avid Golfer, Sales Presentations, Connecting People, Strategy, Strategic Partnerships, Management
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Michael Housworth Michael Housworth's Peachtree Planning Corporation Experience January 2014 - January 2015
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Peachtree Planning Corporation January 2014 - January 2015
Athens Christian Schools September 2012 - August 2013
Trophy Quest, Inc. January 2012 - July 2012
University of Georgia September 2010 - January 2012
Skills
Wildlife Management, Natural Resource..., Wildlife, Agriculture, Forestry, Microsoft Excel, Research, Strategic Planning, Leadership, Social Media
Education
The University of Georgia 2005 — 2010
BSFR, Wildlife, Forestry
Edward Jones January 2015 - Present
Peachtree Planning Corporation January 2014 - January 2015
Athens Christian Schools September 2012 - August 2013
Trophy Quest, Inc. January 2012 - July 2012
University of Georgia September 2010 - January 2012
Skills
Wildlife Management, Natural Resource..., Wildlife, Agriculture, Forestry, Microsoft Excel, Research, Strategic Planning, Leadership, Social Media
Education
The University of Georgia 2005 — 2010
BSFR, Wildlife, Forestry
Josh Thornley's Peachtree Planning Corporation Experience May 2015 - Present
Job Financial Representative at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation May 2015 - Present
University of Georgia- Botanical Gardens March 2011 - May 2015
Middle Georgia State University May 2008 - August 2010
Skills
Personal Finance, Asset Management, Life Insurance, Disability Insurance, Customer Service, Leadership, Financial Planning, Investments, Wealth Management, Microsoft Office, Microsoft Excel, Public Speaking, Sales, Microsoft Word
Education
The University of Georgia
Financial Planning
The University of Georgia
Landscape Architecture
Peachtree Planning Corporation May 2015 - Present
University of Georgia- Botanical Gardens March 2011 - May 2015
Middle Georgia State University May 2008 - August 2010
Skills
Personal Finance, Asset Management, Life Insurance, Disability Insurance, Customer Service, Leadership, Financial Planning, Investments, Wealth Management, Microsoft Office, Microsoft Excel, Public Speaking, Sales, Microsoft Word
Education
The University of Georgia
Financial Planning
The University of Georgia
Landscape Architecture
John H. Burt, Jr. John H. Burt, Jr.'s Peachtree Planning Corporation Experience July 1993 - June 2010
Job Founding Principal, Burt Capital Management, LLC.
Industry Financial Services
Experience
Burt Capital Management, LLC. June 2010 - Present
Peachtree Planning Corporation July 1993 - June 2010
Skills
Financial Advisory, Mutual Funds, Retirement Planning, Finance, Financial Services, Fixed Annuities, Investments, Wealth Management, Insurance, Retirement, Estate Planning, Financial Planning, Strategic Financial..., Asset Management
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management and Insurance
University of Georgia - Terry College of Business 1987 — 1991
Burt Capital Management, LLC. June 2010 - Present
Peachtree Planning Corporation July 1993 - June 2010
Skills
Financial Advisory, Mutual Funds, Retirement Planning, Finance, Financial Services, Fixed Annuities, Investments, Wealth Management, Insurance, Retirement, Estate Planning, Financial Planning, Strategic Financial..., Asset Management
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management and Insurance
University of Georgia - Terry College of Business 1987 — 1991
Anna Baker's Peachtree Planning Corporation Experience February 2013 - July 2015
Job Client Care Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2015 - Present
Peachtree Planning Corporation February 2013 - July 2015
Peachtree Planning Corporation November 2012 - February 2013
Festivity Group September 2012 - November 2012
Chatham Bars Inn June 2012 - September 2012
Summer Sitters June 2012 - September 2012
Elmcrest Children's Center January 2012 - May 2012
Skills
Child Development, Psychology, Childcare, Sales, Marketing, Teamwork, Organization, Licensed Life & Health..., Event Planning
Education
Syracuse University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
SignatureFD July 2015 - Present
Peachtree Planning Corporation February 2013 - July 2015
Peachtree Planning Corporation November 2012 - February 2013
Festivity Group September 2012 - November 2012
Chatham Bars Inn June 2012 - September 2012
Summer Sitters June 2012 - September 2012
Elmcrest Children's Center January 2012 - May 2012
Skills
Child Development, Psychology, Childcare, Sales, Marketing, Teamwork, Organization, Licensed Life & Health..., Event Planning
Education
Syracuse University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Adam Hicks, J.D. Adam Hicks, J.D.'s Peachtree Planning Corporation Experience March 2003 - June 2006
Job Estate Planning and Regulatory Consulting Attorney
Industry Legal Services
Experience
Adam S. Hicks, Attorney at Law June 2015 - Present
Sweet Dreams Nurse Anesthesia, Inc. March 2015 - April 2015
Habersham Funding, LLC June 2009 - February 2015
Adam S. Hicks, Attorney at Law February 2003 - June 2009
National Financial Services Group June 2006 - May 2009
Touchstone Strategic Group 2003 - May 2009
Peachtree Planning Corporation March 2003 - June 2006
AXA Financial June 2002 - February 2003
Stewart, Melvin & Frost, LLC October 1997 - May 2002
LifeSouth Community Blood Centers July 1996 - December 2001
Skills
Litigation, Estate Planning, Insurance, Civil Litigation, Due Diligence, Investments, Courts, Retirement Planning, Defense, Finance, Corporate Law, Small Business, Appeals, Legal Research, Legal Writing, Tax, Licensing, Securities, Real Estate, Mergers & Acquisitions, Management, Negotiation, Risk Management, Arbitration, Administrative Law, Contract Negotiation, Financial Services, Mediation, Commercial Litigation, Strategic Planning, Executive Management, Leadership, Team Building, Training, Project Management, Program Management
Education
Mercer University - Walter F. George School of Law 1992 — 1995
J.D., Law
US Naval Academy 1982 — 1986
B.S., General Engineering
Adam S. Hicks, Attorney at Law June 2015 - Present
Sweet Dreams Nurse Anesthesia, Inc. March 2015 - April 2015
Habersham Funding, LLC June 2009 - February 2015
Adam S. Hicks, Attorney at Law February 2003 - June 2009
National Financial Services Group June 2006 - May 2009
Touchstone Strategic Group 2003 - May 2009
Peachtree Planning Corporation March 2003 - June 2006
AXA Financial June 2002 - February 2003
Stewart, Melvin & Frost, LLC October 1997 - May 2002
LifeSouth Community Blood Centers July 1996 - December 2001
Skills
Litigation, Estate Planning, Insurance, Civil Litigation, Due Diligence, Investments, Courts, Retirement Planning, Defense, Finance, Corporate Law, Small Business, Appeals, Legal Research, Legal Writing, Tax, Licensing, Securities, Real Estate, Mergers & Acquisitions, Management, Negotiation, Risk Management, Arbitration, Administrative Law, Contract Negotiation, Financial Services, Mediation, Commercial Litigation, Strategic Planning, Executive Management, Leadership, Team Building, Training, Project Management, Program Management
Education
Mercer University - Walter F. George School of Law 1992 — 1995
J.D., Law
US Naval Academy 1982 — 1986
B.S., General Engineering
autumn walker autumn walker's Peachtree Planning Corporation Experience January 2010 - Present
Job director of marketing at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation January 2010 - Present
Skills
Management, Investments, Strategic Planning, Sales, Leadership, Marketing Strategy, Customer Service, Strategy, Finance, Business Development
Education
Tennessee Technological University 1994 — 1998
Sociology
Peachtree Planning Corporation January 2010 - Present
Skills
Management, Investments, Strategic Planning, Sales, Leadership, Marketing Strategy, Customer Service, Strategy, Finance, Business Development
Education
Tennessee Technological University 1994 — 1998
Sociology
Catherine S. Gant's Peachtree Planning Corporation Experience April 2010 - October 2010
Job Marketing Intern at Brown Bag Marketing
Industry Marketing and Advertising
Experience
Brown Bag Marketing June 2015 - Present
Chick-fil-A Peach Bowl January 2015 - May 2015
UGA H.E.R.O. December 2013 - December 2014
Atlanta Ronald McDonald House Charities April 2014 - August 2014
UGA H.E.R.O. January 2013 - January 2014
Medieval Times August 2013 - December 2013
Outback Steakhouse May 2012 - December 2012
Peachtree Planning Corporation April 2010 - October 2010
Skills
Leadership, Time Management, Team Leadership, Fundraising, Strategic Communications, Social Media Marketing, Social Media, Communication Skills, Public Relations, Event Planning, Email Marketing, Marketing, Social Networking, Advertising, Communication, Facebook, Microsoft Office
Education
The University of Georgia 2011 — 2015
Advertising, Communication Studies, Junior
Brown Bag Marketing June 2015 - Present
Chick-fil-A Peach Bowl January 2015 - May 2015
UGA H.E.R.O. December 2013 - December 2014
Atlanta Ronald McDonald House Charities April 2014 - August 2014
UGA H.E.R.O. January 2013 - January 2014
Medieval Times August 2013 - December 2013
Outback Steakhouse May 2012 - December 2012
Peachtree Planning Corporation April 2010 - October 2010
Skills
Leadership, Time Management, Team Leadership, Fundraising, Strategic Communications, Social Media Marketing, Social Media, Communication Skills, Public Relations, Event Planning, Email Marketing, Marketing, Social Networking, Advertising, Communication, Facebook, Microsoft Office
Education
The University of Georgia 2011 — 2015
Advertising, Communication Studies, Junior
J.P. Vinson J.P. Vinson's Peachtree Planning Corporation Experience August 2004 - May 2005
Job Plant Controller at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric May 2011 - Present
Schneider Electric October 2007 - May 2011
AutoZone January 2006 - September 2007
Peachtree Planning Corporation August 2004 - May 2005
University of Mississippi August 2002 - May 2004
Skills
Forecasting, Process Improvement, Business Planning, Accounting, Financial Modeling, Microsoft Excel, Cross-functional Team..., Management, Variance Analysis, Finance, Budgets, Strategic Financial..., Hyperion Enterprise, Analysis, Cost Accounting, Financial Analysis, Manufacturing
Education
University of Mississippi - School of Business Administration 2002 — 2004
M.B.A., Finance
University of Mississippi - School of Business Administration 1998 — 2002
B.B.A, International Business
Schneider Electric May 2011 - Present
Schneider Electric October 2007 - May 2011
AutoZone January 2006 - September 2007
Peachtree Planning Corporation August 2004 - May 2005
University of Mississippi August 2002 - May 2004
Skills
Forecasting, Process Improvement, Business Planning, Accounting, Financial Modeling, Microsoft Excel, Cross-functional Team..., Management, Variance Analysis, Finance, Budgets, Strategic Financial..., Hyperion Enterprise, Analysis, Cost Accounting, Financial Analysis, Manufacturing
Education
University of Mississippi - School of Business Administration 2002 — 2004
M.B.A., Finance
University of Mississippi - School of Business Administration 1998 — 2002
B.B.A, International Business
Russell Harrell's Peachtree Planning Corporation Experience 1989 - 1991
Job Senior Marketing Leader | Early Stage Marketing | Business Development | Innovation & Growth Driver | Insights Champion
Industry Marketing and Advertising
Experience
TopRight Partners April 2014 - Present
SFB - a Strategic Marketing firm July 2011 - Present
WorldPay June 2007 - July 2011
Equifax Inc. April 2002 - June 2007
Peregrine Systems August 1999 - March 2002
Delta Air Lines, Inc. August 1991 - August 1999
Peachtree Planning Corporation 1989 - 1991
Skills
Analytics, Integrated Marketing, Product Development, Digital Marketing, Strategic Planning, Customer Experience, Voice of the Customer, Online Marketing, Executive Management, New Business Development, Marketing Strategy, Marketing Research, Market Analysis, Customer Insight, Net Promoter Score, Client Segmentation, Program Management, Program Development, Product Marketing, Product Management, Collaboration, Team Leadership, Revenue Enhancement, Integrated Marketing...
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
MBA, Finance
University of Georgia - Terry College of Business 1983 — 1987
BBA, Accounting
Babson College 2008 — 2008
Advanced Leadership Development Program
Brentwood
TopRight Partners April 2014 - Present
SFB - a Strategic Marketing firm July 2011 - Present
WorldPay June 2007 - July 2011
Equifax Inc. April 2002 - June 2007
Peregrine Systems August 1999 - March 2002
Delta Air Lines, Inc. August 1991 - August 1999
Peachtree Planning Corporation 1989 - 1991
Skills
Analytics, Integrated Marketing, Product Development, Digital Marketing, Strategic Planning, Customer Experience, Voice of the Customer, Online Marketing, Executive Management, New Business Development, Marketing Strategy, Marketing Research, Market Analysis, Customer Insight, Net Promoter Score, Client Segmentation, Program Management, Program Development, Product Marketing, Product Management, Collaboration, Team Leadership, Revenue Enhancement, Integrated Marketing...
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
MBA, Finance
University of Georgia - Terry College of Business 1983 — 1987
BBA, Accounting
Babson College 2008 — 2008
Advanced Leadership Development Program
Brentwood
Reeves E. Felker Reeves E. Felker's Peachtree Planning Corporation Experience September 2011 - June 2012
Job Business Development Manager Southwest Division
Industry Automotive
Experience
Genuine Parts Company - NAPA Auto Parts May 2014 - Present
Genuine Parts Company / NAPA August 2012 - April 2014
Peachtree Planning Corporation September 2011 - June 2012
Philadelphia Financial Life Assurance Company December 2010 - March 2011
Atlanta Beverage Company June 2007 - July 2007
Private Contractor May 2005 - June 2005
Private Contractor June 2004 - July 2004
Atlanta Rocks June 2003 - July 2003
Skills
Competitive Analysis, Salesforce.com, Marketing Strategy, Business Development, Business Strategy, Strategic Planning, Microsoft Office, Microsoft Excel, Financial Analysis, Investments, Budgets, Fundraising, Marketing, Program Management
Education
The University of Georgia 2005 — 2009
Bachelor of Arts, English
The Lovett School 2001 — 2005
High School Diploma
Genuine Parts Company - NAPA Auto Parts May 2014 - Present
Genuine Parts Company / NAPA August 2012 - April 2014
Peachtree Planning Corporation September 2011 - June 2012
Philadelphia Financial Life Assurance Company December 2010 - March 2011
Atlanta Beverage Company June 2007 - July 2007
Private Contractor May 2005 - June 2005
Private Contractor June 2004 - July 2004
Atlanta Rocks June 2003 - July 2003
Skills
Competitive Analysis, Salesforce.com, Marketing Strategy, Business Development, Business Strategy, Strategic Planning, Microsoft Office, Microsoft Excel, Financial Analysis, Investments, Budgets, Fundraising, Marketing, Program Management
Education
The University of Georgia 2005 — 2009
Bachelor of Arts, English
The Lovett School 2001 — 2005
High School Diploma
Samantha Fletcher's Peachtree Planning Corporation Experience April 2009 - December 2010
Job HRIS Analyst at Yelp
Industry Financial Services
Experience
Yelp October 2014 - Present
Accenture January 2011 - October 2014
Peachtree Planning Corporation April 2009 - December 2010
Skills
Management Consulting, Financial Analysis, Business Process, Workday, Change Management, Microsoft Office, Business Analysis, Business Process..., Business Process Design, Customer Service
Education
University of Georgia - Terry College of Business 2007 — 2010
B.B.A., Finance
Richmond, The American International University in London 2010 — 2010
History of London, Consumer Behavior, Photography
Yelp October 2014 - Present
Accenture January 2011 - October 2014
Peachtree Planning Corporation April 2009 - December 2010
Skills
Management Consulting, Financial Analysis, Business Process, Workday, Change Management, Microsoft Office, Business Analysis, Business Process..., Business Process Design, Customer Service
Education
University of Georgia - Terry College of Business 2007 — 2010
B.B.A., Finance
Richmond, The American International University in London 2010 — 2010
History of London, Consumer Behavior, Photography
Phillip Shtaida Phillip Shtaida's Peachtree Planning Corporation Experience January 2000 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Peachtree Planning Corporation January 2000 - December 2012
Interstate Johnson Lane December 1997 - January 2000
Paine Webber April 1997 - November 1997
Skills
Equity Operations
Education
Milwaukee Area Technical College
Peachtree Planning Corporation January 2000 - December 2012
Interstate Johnson Lane December 1997 - January 2000
Paine Webber April 1997 - November 1997
Skills
Equity Operations
Education
Milwaukee Area Technical College
Chuck Tomlin Chuck Tomlin's Peachtree Planning Corporation Experience November 2008 - December 2010
Job Director of Tennis for Tyrone, GA
Industry Professional Training & Coaching
Experience
MTM Instruction April 2012 - Present
CC December 2009 - Present
Peachtree Planning Corporation November 2008 - December 2010
ATA Airlines December 1998 - April 2008
Phoenix Air Group January 1996 - November 1998
US Navy January 1986 - 1995
Skills
Aircraft, Airlines, Piloting, Navy, Management, Airports, Sales Management, Team Leadership, Aviation, Flights, Flight Safety, Commercial Aviation, Charter, Public Speaking, Leadership, Sales, Training, Aircraft Maintenance
Education
Auburn University 1980 — 1984
BS, Industrial Engineering
MTM Instruction April 2012 - Present
CC December 2009 - Present
Peachtree Planning Corporation November 2008 - December 2010
ATA Airlines December 1998 - April 2008
Phoenix Air Group January 1996 - November 1998
US Navy January 1986 - 1995
Skills
Aircraft, Airlines, Piloting, Navy, Management, Airports, Sales Management, Team Leadership, Aviation, Flights, Flight Safety, Commercial Aviation, Charter, Public Speaking, Leadership, Sales, Training, Aircraft Maintenance
Education
Auburn University 1980 — 1984
BS, Industrial Engineering
Russ Hawkins's Peachtree Planning Corporation Experience 2011 - Present
Job Financial Advisor at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation 2011 - Present
White and Hodge Company 2007 - 2011
Standard Office Systems 2005 - 2007
empire distributors 2002 - 2005
Education
The University of Georgia
Bachelor of Business Administration (BBA)
Peachtree Planning Corporation 2011 - Present
White and Hodge Company 2007 - 2011
Standard Office Systems 2005 - 2007
empire distributors 2002 - 2005
Education
The University of Georgia
Bachelor of Business Administration (BBA)
Cassie Mills's Peachtree Planning Corporation Experience May 2007 - May 2008
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
Bank Of America January 2010 - Present
Junior League August 2011 - May 2012
Bank of America January 2009 - December 2009
Bank of America June 2008 - December 2008
Peachtree Planning Corporation May 2007 - May 2008
University of Georgia August 2006 - May 2008
Skills
Financial Analysis, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Real Estate, Auditing, Finance, Microsoft Office, Six Sigma, Vendor Management, Supply Chain Management, Performance Management, Voice of the Customer..., Work Orders, Outlook, Client Liaison, Operations Management, Budgets, Management, Customer Service
Education
The University of Georgia 2004 — 2008
BBA, Finance
Bank of America May 2014 - Present
Bank Of America January 2010 - Present
Junior League August 2011 - May 2012
Bank of America January 2009 - December 2009
Bank of America June 2008 - December 2008
Peachtree Planning Corporation May 2007 - May 2008
University of Georgia August 2006 - May 2008
Skills
Financial Analysis, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Real Estate, Auditing, Finance, Microsoft Office, Six Sigma, Vendor Management, Supply Chain Management, Performance Management, Voice of the Customer..., Work Orders, Outlook, Client Liaison, Operations Management, Budgets, Management, Customer Service
Education
The University of Georgia 2004 — 2008
BBA, Finance
Mary Traylor Larus's Peachtree Planning Corporation Experience September 2004 - March 2005
Job Senior Associate at Diversified Trust Company
Industry Insurance
Experience
Diversified Trust Company March 2012 - Present
Nease Lagana Eden and Culley April 2005 - March 2012
Peachtree Planning Corporation September 2004 - March 2005
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Management, Series 6, Customer Service, Estate Planning, Underwriting, Investments, Microsoft Office, Marketing, Fixed Annuities, Portfolio Management, Wealth Management, New Business Development, Asset Allocation, Asset Management, Alternative Investments, Long-term Care, Financial Planning
Education
Furman University 1997 — 2001
Bachelor of Arts, Business Administration
Diversified Trust Company March 2012 - Present
Nease Lagana Eden and Culley April 2005 - March 2012
Peachtree Planning Corporation September 2004 - March 2005
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Management, Series 6, Customer Service, Estate Planning, Underwriting, Investments, Microsoft Office, Marketing, Fixed Annuities, Portfolio Management, Wealth Management, New Business Development, Asset Allocation, Asset Management, Alternative Investments, Long-term Care, Financial Planning
Education
Furman University 1997 — 2001
Bachelor of Arts, Business Administration
Jeff Gaston's Peachtree Planning Corporation Experience January 2002 - Present
Job CFP at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation January 2002 - Present
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1992
MSM, Entrepreneurship
Georgia Institute of Technology - Georgia Tech College of Management 1984 — 1989
Peachtree Planning Corporation January 2002 - Present
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1992
MSM, Entrepreneurship
Georgia Institute of Technology - Georgia Tech College of Management 1984 — 1989
Cynthia Nunnally RFC®'s Peachtree Planning Corporation Experience February 1992 - Present
Job Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation February 1992 - Present
Peachtree Planning Corporation 1992 - 2011
Education
The University of Georgia
Peachtree Planning Corporation February 1992 - Present
Peachtree Planning Corporation 1992 - 2011
Education
The University of Georgia
Gray Absher's Peachtree Planning Corporation Experience July 2004 - March 2007
Job Senior Financial Analyst at DataScan Field Services
Industry Automotive
Experience
DataScan March 2007 - Present
Peachtree Planning Corporation July 2004 - March 2007
Turner Broadcasting System September 1999 - June 2004
EIS April 1996 - September 1999
Bank South (Purchased by BOA 1996) April 1994 - April 1996
Delta Air Lines April 1992 - April 1994
Deloitte November 1991 - March 1992
Education
Auburn University 1986 — 1991
Finance, Business
DataScan March 2007 - Present
Peachtree Planning Corporation July 2004 - March 2007
Turner Broadcasting System September 1999 - June 2004
EIS April 1996 - September 1999
Bank South (Purchased by BOA 1996) April 1994 - April 1996
Delta Air Lines April 1992 - April 1994
Deloitte November 1991 - March 1992
Education
Auburn University 1986 — 1991
Finance, Business
Brooks Gregory's Peachtree Planning Corporation Experience May 2000 - Present
Job Financial Advisor at Peachtree Planning Corporation
Industry Financial Services
Experience
Wills' Club, Children's Healthcare of Atlanta 2008 - Present
Peachtree Planning Corporation May 2000 - Present
Education
Denison University 1989 — 1993
BA, Economics
Wills' Club, Children's Healthcare of Atlanta 2008 - Present
Peachtree Planning Corporation May 2000 - Present
Education
Denison University 1989 — 1993
BA, Economics
Dick Van Leuvan, CLU, ChFC, CLTC's Peachtree Planning Corporation Experience November 2007 - June 2011
Job Independent Insurance Agent at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage June 2011 - Present
Peachtree Planning Corporation November 2007 - June 2011
Education
University of North Carolina at Chapel Hill 1963 — 1967
Economics, Golf Team
Upper St. Clair HS. 1963 — 1967
Highland Capital Brokerage June 2011 - Present
Peachtree Planning Corporation November 2007 - June 2011
Education
University of North Carolina at Chapel Hill 1963 — 1967
Economics, Golf Team
Upper St. Clair HS. 1963 — 1967
Jason Gaskins's Peachtree Planning Corporation Experience August 2008 - Present
Job Financial Planner at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation August 2008 - Present
Education
Mercer University - Stetson School of Business and Economics 1995 — 1996
BBA, Business Management
Peachtree Planning Corporation August 2008 - Present
Education
Mercer University - Stetson School of Business and Economics 1995 — 1996
BBA, Business Management
Ryan Bickel's Peachtree Planning Corporation Experience October 2010 - March 2012
Job Investment Counselor
Industry Investment Management
Experience
BB&T May 2012 - Present
Peachtree Planning Corporation October 2010 - March 2012
The Bank of Georgia August 2005 - October 2010
Bank of America March 2001 - August 2005
Education
Georgia Southwestern State University 1996 — 2000
BB&T May 2012 - Present
Peachtree Planning Corporation October 2010 - March 2012
The Bank of Georgia August 2005 - October 2010
Bank of America March 2001 - August 2005
Education
Georgia Southwestern State University 1996 — 2000
Matthew Ackley's Peachtree Planning Corporation Experience 2011 - 2011
Job Client Accountant at Valence Health
Industry Machinery
Experience
Valence Health March 2014 - Present
Brugg Wire Rope, LLC December 2011 - March 2014
Shorter University October 2009 - December 2011
Peachtree Planning Corporation 2011 - 2011
DiPrima's Shoes and Boots August 2008 - January 2010
Skills
File Management, Data Entry, Microsoft Excel, Accounting, Outlook, Microsoft Word, Microsoft Office, Customer Service, Time Management, PowerPoint, Sales, Teamwork, Critical Thinking
Education
Shorter University 2008 — 2012
Master's, Accountancy
Valence Health March 2014 - Present
Brugg Wire Rope, LLC December 2011 - March 2014
Shorter University October 2009 - December 2011
Peachtree Planning Corporation 2011 - 2011
DiPrima's Shoes and Boots August 2008 - January 2010
Skills
File Management, Data Entry, Microsoft Excel, Accounting, Outlook, Microsoft Word, Microsoft Office, Customer Service, Time Management, PowerPoint, Sales, Teamwork, Critical Thinking
Education
Shorter University 2008 — 2012
Master's, Accountancy
Gail Kitchens's Peachtree Planning Corporation Experience October 2003 - March 2014
Job life underwriting assistant at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation October 2003 - March 2014
MassMutual Financial Group March 1999 - January 2003
Skills
Strategic Planning
Education
Brenau University
Master of Education, Middle Grades Education
Emory University - College
Bachelor of Arts, English
Peachtree Planning Corporation October 2003 - March 2014
MassMutual Financial Group March 1999 - January 2003
Skills
Strategic Planning
Education
Brenau University
Master of Education, Middle Grades Education
Emory University - College
Bachelor of Arts, English
Al Adamson's Peachtree Planning Corporation Experience August 1999 - September 2001
Job Agent/Owner at Main Street Advisors Insurance
Industry Insurance
Experience
Main Street Advisors Insurance July 1993 - Present
Peachtree Planning Corporation August 1999 - September 2001
John Hancock Financial Services July 1993 - May 1996
Skills
Life Insurance, Health Insurance, Retirement Planning, Employee Benefits, Voluntary Employee..., Key Employee Insurance, IRAs, 401k, 401k Rollovers, 403b, Long Term Care Insurance, Annuities, Disability Insurance, Medicare Supplements, Cancer Insurance, Critical Illness..., Accident/Sickness plans, Term Life Insurance, Permanent Life Insurance, Buy Sell Plan Funding, Fixed Annuities
Education
The University of Georgia 1988 — 1993
Bachelor of Science (BS), Economics
The University of Georgia 1988 — 1993
Bachelor's Degree, Public Relations
Main Street Advisors Insurance July 1993 - Present
Peachtree Planning Corporation August 1999 - September 2001
John Hancock Financial Services July 1993 - May 1996
Skills
Life Insurance, Health Insurance, Retirement Planning, Employee Benefits, Voluntary Employee..., Key Employee Insurance, IRAs, 401k, 401k Rollovers, 403b, Long Term Care Insurance, Annuities, Disability Insurance, Medicare Supplements, Cancer Insurance, Critical Illness..., Accident/Sickness plans, Term Life Insurance, Permanent Life Insurance, Buy Sell Plan Funding, Fixed Annuities
Education
The University of Georgia 1988 — 1993
Bachelor of Science (BS), Economics
The University of Georgia 1988 — 1993
Bachelor's Degree, Public Relations