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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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Bailey Cheney

Bailey Cheney

Executive Assistant

Roles & Responsibilities

  • Client Reception
  • Client Services
  • Appointment Scheduling
  • Meeting Follow up
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Joseph Micacchione

Joseph Micacchione

Client Service Specialist,

Marketing Specialist

Qualifications

  • Series 7 License
  • Series 66 License
  • Georgia Life, Accident & Sickness License
  • Georgia Variable Products License

Roles & Responsibilities

  • Licensed team member
  • Financial planning
  • Investment solutions
  • Transactions and money movement
  • Asset allocation specialist
  • Digital management & client events
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