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Business Strategies Group of Georgia
Team
Team
Branch Leader
Regional Vice Presidents
Financial Professionals
About Us
Kathryn Benton, PhD
Lead Manager - Branch Controls
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Atlanta, GA
Phone
404-760-2340
Les Brackett, ChFC® , CLU®
Senior Partner at Bluewater Wealth Strategies, LLC
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Panama City, FL
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Phone
850-763-0308
Whitney Bryant, CFP®
CERTIFIED FINANCIAL PLANNER™ professional at Peach State Advisors
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Cumming, GA
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Phone
770-640-7884
Howard Burke, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at Peach State Advisors
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Cumming, GA
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Phone
678.455.4848
Steven A. Campbell, CFP®, ChFC®, CLU
CERTIFIED FINANCIAL PLANNER™ professional
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Atlanta, GA
Phone
678-455-4926
Tom Chapman, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
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Birmingham, AL
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Phone
205-970-5286
Rudolpho "Julian" Cleveland
Financial Professional
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Atlanta, GA
Phone
404-760-2359
Karen Collier
Financial Advisor
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Macon, GA
Phone
(404) 760-2378
James "Jimmy" R. Cook
Financial Advisor
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Mobile, AL
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Phone
251-341-0622
Weston Cramer
Financial Advisor
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Pensacola, FL
Phone
850-470-2424
James "Jimmy" Crooke, Jr. CLU®
Financial Professional
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Gulf Breeze, FL
Phone
850-433-7108
Kimberly "Kim" Edge
Financial Professional
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Augusta, GA
Phone
706-733-3190
Neil Eggers
Financial Advisor
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Vestavia, AL
Phone
205-601-6702
Jennifer Farris
Manager-Branch Controls
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Trusville, AL
Phone
205-970-5287
Joseph Faxio
Financial Advisor at Faxio Private Wealth
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Decatur, GA
Phone
678-571-3395
Fatima Finley
Financial Representative at The Finley Group
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Trussville, AL
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Phone
205-970-5232
Gary Finley, Sr.
Financial Representative at The Finley Group
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Trussville, AL
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Phone
205-970-5215
Rodney Foster, ChFC®, CLU
Financial Advisor
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Stone Mountain, GA
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Phone
404.501.9277
Bradley Godfrey
Financial Advisor
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Atlanta, GA
Phone
(404) 760-2392
Deandra Graham
Financial Professional
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Alexander City, AL
Phone
256-749-9032
James "Jim" Green
Financial Professional
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Sylacauga, AL
Phone
256-249-4318
Sabrina Guice
Financial Advisor at Blue Ribbon Wealth Advisors, Inc.
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Atlanta, GA
Phone
404-760-2370
Richard "Rick" Haberstroh
Financial Advisor
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Birmingham, AL
Phone
205-447-9710
Thomas "T.J." Henriques, CFP®
Senior Partner
CERTIFIED FINANCIAL PLANNER™ Professional at Bluewater Wealth Strategies, LLC
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Pensacola, FL
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Phone
850-435-3159
James "Russ" Henry, CFP®, ChFC®, RICP
Partner
CERTIFIED FINANCIAL PLANNER™ Professional at Point North Financial
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Macon, GA
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Phone
478-476-0344
Rob Herndon, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at 360 Planning Partners
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Birmingham, AL
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Phone
205-292-8534
Matthew Hossom
Financial Professional
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Atlanta, GA
Phone
404.760.2383
Davis Howard
Financial Professional
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Atlanta, GA
Phone
(404) 760-2360
Steven M. Howell, CFP®, ChFC®
Managing Partner
CERTIFIED FINANCIAL PLANNER™ professional at Paradigm Wealth Management
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Atlanta, GA
Phone
404.760.2332
J. Todd Johnson, CLU®
Financial Advisor at 360 Planning Partners
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Birmingham, AL
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Phone
205-9701-5201
James Killingsworth, CLU
Financial Professional
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Alpharetta, GA
Phone
404.760.2450
Nasha Knowles, CFP®, CRPC
CERTIFIED FINANCIAL PLANNER™ Professional at Fortress Wealth Advisory
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Atlanta, GA
Phone
770-337-4458
Christopher Lee
Financial Advisor at 360 Planning Partners
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Birmingham, AL
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Phone
205-9701-5238
DeJarvis Leonard
Financial Professional
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Atlanta, GA
Phone
404-760-2400
Raja Mahtani
Financial Advisor at Mahtani Financial
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Mobile, AL
Phone
251-422-3103
Steve McClelland, ChFC®, CLU
Financial Advisor at Peach State Advisors
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Atlanta, GA
Phone
404.760.2349
Carson McGraw
Financial Professional
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Mobile, AL
Phone
251-341-0622
Bradford "Woody" Merry
Financial Professional
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Augusta, GA
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Phone
706.733.3190
Patricia "Ange" Merry
Financial Professional
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Augusta, GA
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Phone
706.733.3190
Joe Moore
Financial Professional at Moore Wealth Strategies, LLC
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Birmingham, AL
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Phone
205-951-0092
W. Murch Moorer Jr
Financial Professional
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Savannah, GA
Phone
(843) 708-4888
John "Johnny" B. Morris, ChFC® , CLU®
Financial Advisor at 360 Planning Partners
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Selma, AL
Phone
334-605-1292
Mark Nall, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional at 360 Planning Partners
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Birmingham, AL
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Robert "Rob" A. Neale
Partner at Bluewater Wealth Strategies, LLC
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Defuniak Springs, FL
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Phone
850-434-0673
EJ Okuma
Financial Advisor at Okuma Capital Management
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Atlanta, GA
Phone
404-760-2371
George "Ronnie" Ray
Financial Professional
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Pensacola, FL
Phone
850-434-0673
Gwendolyn "Gwen" Reese
Financial Professional
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Birmingham, AL
Phone
205-862-5280
Alison Rhodes
Financial Advisor
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Andalusa, AL
Phone
334-343-0960
Stuart Roberts
Financial Advisor
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Birmingham, AL
Phone
205-527-4552
Teresa Rodriguez
Financial Advisor
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Atlanta, GA
Phone
404-760-2388
Darrie S. Schlesinger
Financial Professional
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Atlanta, GA
Phone
404.760.2335
Miah Schultz
Financial Professional
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Atlanta, GA
Phone
404-760-2310
Lynda S. Scribbins
Financial Advisor at Peach State Advisors
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Atlanta, GA
Phone
404.760.2341
Jane Shropshire
Financial Advisor at 360 Planning Partners
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Mobile, AL
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Phone
251-633-6993
Mitchell Sink
Managing Partner at Point North Financial
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Macon, GA
Phone
478.476.0370
Joy Beth Smith
Financial Professional
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Birmingham, AL
Phone
205-213-3949
Steven South
Financial Advisor at 360 Planning Partners
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Selma, AL
Phone
334-605-1292
Jerry Sowell, III
Associate Partner
Financial Advisor at Bluewater Wealth Strategies, LLC
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Panama City, FL
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Phone
850-763-0308
Ameina Tressler
Financial Advisor at 360 Planning Partners
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Mobile, AL
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Phone
251-343-4855
David Tressler, CFP®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional at 360 Planning Partners
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Mobile, AL
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Phone
251-343-4855
Fred Van Patten, JD, LUTCF
Financial Advisor at Peach State Advisors
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Cumming, GA
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Phone
678.273.4059
Brian Verchot
Financial Advisor at 360 Planning Partners
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Birmingham, AL
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Phone
205-970-5203
Daryl Vining, Jr., MBA
Vice President
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Atlanta, GA
Phone
404-760-2400
Tony Vitulli, CFP ®
CERTIFIED FINANCIAL PLANNER™ Professional at Peach State Advisors
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Marietta, GA
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Phone
678.569.7780
Christopher "Chris" Vucovich
Financial Professional
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Montgomery, AL
Phone
334-239-9110
Bruce Weinstein, CLU
Financial Advisor at Your Wealth Partners
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Atlanta, GA
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Phone
404.760.2286
Jan J. Williams, MBA
Financial Advisor at Family Legacy Wealth Solutions
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Atlanta, GA
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Phone
404.760.2373
Harrison Wright
Financial Advisor
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Atlanta, GA
Phone
(404) 760-2391
Kimberly Wyatt, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional at Peach State Advisors
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Marietta, GA
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Phone
678-569-7780
Georgia Branch Leadership Team
Stephen B. Dunbar, III, JD, CLU
Executive Vice President
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Atlanta, GA
Phone
404.760.2303
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