The Team

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients — and their families — through the process.Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

Our Advisors

Stan Lowenstein

Stan Lowenstein

Branch Manager

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

1991 BA University of Georgia Business School

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Our Staff

Stacey McCulley

Stacey McCulley

Registered Client Service Associate

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Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • Life, Accident, Health and Variable Insurance