How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Jeremy Reese

Jeremy Reese

Financial Advisor

Learn more about Jeremy Reese Visit Jeremy Reese's website
Todd Mitman

Todd Mitman

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Todd Mitman Visit Todd Mitman's website
T. Jackson Keenan

T. Jackson Keenan

CFP®, APMA®

Financial Advisor

Learn more about T. Jackson Keenan Visit T. Jackson Keenan's website

Our team

Kevin M. Saylor CRPC™

Kevin M. Saylor CRPC™

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • Georgia Life, Accident & Sickness License
  • Georgia Variable Products License
  • Chartered Retirement Planning Counselor (CRPC)

Roles & Responsibilities

  • Data Collection
  • Financial Planning Analysis
  • Investment Research
  • Transactions/ Money Movement
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Sherry McFarland

Sherry McFarland

Client Service Manager

Qualifications

  • Series 7
  • Series 66
  • Insurance and Annuity Licensed
  • Over 15 Years Financial Services Experience

Roles & Responsibilities

  • Transactions/Money Movement
  • Relationship Management
  • Client Service
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Susan Trass

Client Service Specialist

Qualifications

  • Series 7, 63 and 55
  • Insurance and Annuity Licensed
  • Over 20 Years of Financial Services Experience

Roles & Responsibilities

  • Client Service
  • Manages Relationships with our Business Partners
  • Oversees Practice Management
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Lois Wiggins

Lois Wiggins

Client Concierge

Roles & Responsibilities

  • Client Receptionist
  • Client Services
  • Operations
  • Appointment Scheduling
  • Client Visit Follow-Up
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Margaret "Meg" Cocroft

Margaret "Meg" Cocroft

Client Concierge

Roles & Responsibilities

  • Client Receptionist
  • Client Services
  • Operations
  • Appointment Scheduling
  • Client Follow Up
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