Peachtree
Planning Corporate Office
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5040 Roswell Road
Atlanta, Georgia 30342
(Voice) 404-260-1600
(Fax) 404-260-1700
1-800-366-0839
Account Executives Serving you in
Atlanta,
 Robert
E. Mathis, CLU
Chief Executive Officer
Bob Mathis serves as the Chief Executive Officer of Peachtree Planning
Corporation. When he founded Peachtree Planning on April 1, 1987,
he had a strategy of serving clients with a proven financial planning
process rather than just selling financial products. The strategy
he implemented was to create a first-class consulting firm to address
the financial goals of individual and business clients.
Bob graduated from the University of Georgia Business School in
1971 with a major in accounting and risk management. Since then,
Bob has worked in the employee benefits, executive compensation,
risk management, retirement planning, investment planning, and estate
planning areas. During this time, Bob also completed a course of
study in Executive Development at the University of Pennsylvania’s
Wharton School and achieved his Chartered Life Underwriters designation
in 1978 from The American College in Bryn Mawr, Pennsylvania. Bob
is also a Series 7 licensed Registered Representative and a Series
24 licensed Registered Principal of Park Avenue Securities, LLC
(PAS), and a Series 65 Investment Advisor Representative.
Professional memberships and achievements include Life Membership
in the Million Dollar Roundtable, the Association of Advanced Life
Underwriters, the American Society of Pension Actuaries, the Atlanta
Estate Planning Council, the American Society of Chartered Life
Underwriters and Chartered Financial Consultants, past Chairman
of the Guardian’s Field Advisory Board, and the Metro Atlanta Chamber
of Commerce Board of Advisors. Bob was also awarded as the 2006
University of Georgia Risk Management and Insurance Alumnus of the
Year.
Bob lives in the Brookhaven neighborhood of Atlanta with his wife
Betty. They have three children, Jimbo, Sam and Sydney. Active in
his community, Bob is a member of the Board of Elders of the Peachtree
Presbyterian Church, Buckhead Lions Club, Buckhead Coalition, Inc.,
Leukemia Society, and Ducks Unlimited.
Peachtree Planning’s corporate office is located at 5040 Roswell
Road, Atlanta, GA 30342. The phone number is 404-260-1600 and the
fax number is 404-260-1700. His email address is Robert.Mathis@peachtreeplanning.com._files/reduparrow.gif)
_files/John%20Hill-Website.jpg) John E. Hill, J.D., LL.M
President
John graduated from the University of Virginia in 1971 and received
his J.D. degree from the University of Georgia in 1974. He was in
a private legal practice for eight years before joining an Atlanta-based
firm specializing in executive benefit programs, where he served
as Vice President and General Counsel. Concurrently, he attended
Emory University School of Law and received his LL.M. degree in
taxation. John is also a Series 7 licensed Registered Representative
with PAS, a Series 65 Registered Investment Advisor and a Series
24 licensed Registered Principal. John currently serves as the director
of the estate and business planning practice at Peachtree Planning
Corporation. His practice is largely concentrated on the design
and funding of corporate benefit programs and estate liquidity needs,
including buy/sell arrangements, split dollar programs, salary continuation
plans, and charitable gift programs. Professional memberships and
achievements include The Georgia Bar Association, Association for
Advanced Life Underwriters and the National Association of Insurance
and Financial Advisors. In addition to being a frequent lecturer
on estate and business planning topics, John is a co-author (with
American Bar Subcommittee) of the following publications: “Executive
Compensation: A Road Map for the Corporate Advisor”, 40 Business
Lawyer 219 (1984) and “Executive Compensation: A 1987 Road Map for
the Corporate Advisor”, 43 Business Lawyer 185 (1987). John and
Cheryl have six children, live in Buckhead and are members of The
Cathedral of St. Philip. Active in his community, John is a member
of the Piedmont Driving Club and the Atlanta Chapter of the University
of Virginia Alumni Association. Peachtree Planning’s corporate office
is located at 5040 Roswell Road, Atlanta, GA 30342. John’s phone
number is 404-260-1616 and the fax number is 404-260-1716. His email
address is John.E.Hill@peachtreeplanning.com.
Al Robertson, CLU, ChFC_files/Al%20Robertson-Website.jpg)
Executive Vice President
Al serves as Executive Vice President of Peachtree Planning Corporation.
He graduated from Emory University and received a Master of Business
Administration from the University of Georgia. Al has specialized
in the disability income and brokerage areas since 1976. He is a
Series 7 licensed Registered Representative with PAS and a Series
24 licensed Registered Principal.
Al’s professional memberships and achievements include past presidency
and active member of the Atlanta Association of Insurance and Financial
Advisors and the Atlanta Chapter of the American Society of Financial
Services Professionals. Al was recognized by the Atlanta Association
of Insurance and Financial Advisors in 2000 as a recipient of the
Harry I. Davis Distinguished Service Award. The award is presented
annually to a person actively engaged in the financial services
business and recognizes outstanding services rendered.
He has been a frequent speaker to numerous industry groups throughout
the Southeast, and has also been a presenter at the National Forum
of Financial Services Professionals. He has published several articles
and has been quoted in periodicals, including Business Week.
Al and his wife, Elizabeth, have two children, Tim and Anne Peden.
Peachtree Planning’s corporate office is located at 5040 Roswell
Road, Atlanta, GA 30342. Al may be reached at 404-260-1628, his
fax number is 404-260-1728 and his email address is Al.Robertson@peachtreeplanning.com.
David L.
Burch, CLU, ChFC_files/David%20Burch-Website.jpg)
Vice President
Mr. Burch was born in Rome, Georgia, raised in Gainesville, Georgia,
and attended The University of Georgia in Athens, Georgia from 1969-1973.
While attending The University of Georgia, Mr. Burch obtained a
degree in Risk Management and Insurance, with a minor in Management.
From June of 1972 through December of 1975, Mr.
Burch served as full time Career Agent with Mutual of New York.
In January of 1976, he was named Sales Supervisor for the Atlanta
Agency of MONY. In January of 1977, Mr. Burch was named Sales Manager
of the Atlanta Agency of MONY, a position in which he served until
July 1984.
From July 1, 1984 until October 2003, Mr. Burch
served as Regional Chief Executive Officer of Lincoln Financial
Advisors Atlanta Regional Planning Office. From October 1, 2003
until December 31, 2006, he served as Executive Vice President of
Peachtree Planning Corporation in Atlanta, Georgia. On January 1,
2007, Mr. Burch opened a branch of Peachtree Planning doing business
as Lighthouse Financial Advisors, LLC in Saint Simons Island, Georgia.
Mr. Burch received his Chartered Life Underwriter
(CLU) designation in 1983 from the American College in Bryn Mawr,
Pennsylvania. He also received his Chartered Financial Consultant
(ChFC) designation in February of 1998 from the American College
in Bryn Mawr, Pennsylvania. Mr. Burch is a 1978 graduate of the
LIMRA sales management school, as well as a 1984 graduate of the
Agency Management Training Course (AMTC).
Mr. Burch was President of the Atlanta General
Agents and Managers Association (GAMA) in 1990-91 and 1991-92. He
served on the Regional CEO Advisory Council for Lincoln National
Life from 1990-92, 1992-93, 1996-97. He also served on the Lincoln
Financial Advisors Operating Board from 1999-02. Mr. Burch was also
President of the Atlanta Chapter of CLU and ChFC from July 1996
to June 1997. He is currently a member of the Atlanta Association
of Insurance and Financial Advisors (AAIFA) where he was President
in 2002.
Mr. Burch is a member of the Saint Simons Island
Presbyterian Church, the Ansley Golf Club, the Settin Down Creek
Golf Club, the Sea Island Golf Club, the University of Georgia President's
Club, the Board of Directors for Lambda Chi Alpha's National Fraternity's
Education Foundation, the Terry College of Business of the University
of Georgia's Alumni Board of Directors, and is a Past President
of the Touchdown Club of Atlanta.
Mr. Burch is married to the former Terri Lassetter,
and they have two children, Mackey, age 16, and Bennett, age 13.
His office is located at 5040 Roswell Road, Atlanta,
Georgia, 30342. The phone number is 404-260-1654 and the fax number
is 404-260-1754. His email address is David.Burch@peachtreeplanning.com.
Sarah
Brannon Dozier_files/Sarah%20Brannon%203-2005-websitee.jpg)
Disability Income Specialist
Sarah is the Disability Income Specialist for Peachtree Planning
Corporation. In this role, Sarah promotes the sale of disability
income products to our financial representatives and brokerage community.
Sarah joined the firm in January of 1998 and began
working with Al Robertson in the Disability Income and Brokerage
areas. Within a year, she was promoted to a Disability Income Specialist.
Sarah earned her Life and Health Insurance License
in 1999. She is an active member of the Atlanta Association of Insurance
and Financial Advisors (NAIFA), Metro Atlanta Chamber of Commerce
and Sales and Marketing Executives of Atlanta.
As a graduate of the University of Georgia, she
earned her BA in Psychology with a minor in Spanish. She is a native
Atlantan, is a member of the Cathedral of St. Philip and is married
to Martin Dozier.
Peachtree Planning’s Corporate Office is located
at 5040 Roswell Road, Atlanta, Georgia, 30342. Sarah may be reached
at 404-260-1627 or 800-366-0839 ext. 1627, her fax number is 404-260-1727,
and her email address is Sarah.Dozier@peachtreeplanning.com. To
reach our Brokerage Website select the Brokerage
link.
Charlie Buffington,
ChFC, CFP®
Financial Representative
Charlie Buffington has been providing sound financial advice to
his clients since 1989. He graduated with BBA in Accounting from
the University of Georgia in 1973. He holds the CERTIFIED FINANCIAL
PLANNER™ certification and Chartered Financial Consultant designation.
Charlie began his career with Peachtree Planning
Corporation in 2004, after practicing with Allmerica Financial and
Lincoln Financial Group for several years. Charlie works in the
Atlanta/Buckhead office. He advises his clients on a variety of
financial matters including retirement planning, investment planning
and risk management. Charlie develops strategies and solutions to
help individuals, families and businesses reach financial security
as efficiently and effectively as possible.
Charlie lives in Brookhaven with his wife Donna
and son Brad. Active in his community, Charlie is a member of Peachtree
Presbyterian Church, the board of directors of the Brookhaven Club
Neighborhood Association and the Hampton Hall Swim and Tennis Club.
He is also a member of the Georgia chapter of the Financial Planning
Association. In his leisure, Charlie enjoys golf, reading and traveling.
His office is located at 5040 Roswell Road, Atlanta,
GA 30342-2207. His phone number is 404-260-1638 and his fax number
is 404-260-1738. His email address is Charlie.Buffington@peachtreeplanning.com.
Certified Financial Planner
Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED
FINANCIAL PLANNER(tm) and federally registered CFP (with flame design)
in the U.S., which it awards to individuals who successfully complete
CFP Board's initial and ongoing certification requirements.
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John H. Burt, Jr. , CLU,
ChFC
Financial Representative
John connects with his clients in the areas of family
protection and wealth planning. In 1991 he earned a BBA
in Risk Management and Insurance from The University of
Georgia. His professional titles include Chartered Life
Underwriting, Chartered Financial Consultant, Chartered
Mutual Fund Counselor, and Life Underwriting Training
Council Fellow. In addition, he is FINRA registered and
holds a series 6, 7, 63, 65.
John’s business mission is to help his clients identify
financial strategies based on what means most to them.
This process includes identifying a family’s challenges,
goals and opportunities, planning for significant relationships,
and using a family’s experience as a component for future
plans. The real benefit is that a family’s financial strategies
are meaningful and clearly connected to their personal
intentions.
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| John’s intention is to be
a great dad and husband and to be financially secure. John
lives in Duluth with his wife, Lisa, and their three children,
Harrison, Jonathon and Charlotte. His interests include
coaching children’s sports teams, wildlife and land management,
archery, hunting, fishing, skiing, and motocross.
Phone: 404-260-1600 * Fax: 404-260-1700
Website: www.peachtreeplanning.com * email: john.burt@peachtreeplanning.com
John H. Burt, Jr. , Registered
Representative and Financial Advisor of Park Avenue Securities
LLC (PAS). Securities products/services and advisory services
are offered through PAS, a registered broker-dealer and
investment advisor, 5040 Roswell Road, Atlanta, GA 30342,
1-800-366-0839. Financial Representative, The Guardian Life
Insurance Company of America (Guardian), New York, NY. PAS
is an indirect wholly-owned subsidiary of Guardian. Peachtree
Planning Corporation is not an affiliate or subsidiary of
PAS or Guardian.
PAS is a member FINRA, SIPC.
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_files/Jim%20Caswell.jpg) James
M. Caswell, III, CFP®
Vice President
Financial Representative
James M. Caswell, III has been providing sound financial advice
to his clients since 1984. He graduated with honors in Accounting
and Finance from the University of Tennessee. Jim is the recipient
of several professional organizational awards and honors including
thirteen consecutive years of qualifying for Guardian Life Insurance
Leaders Club and/or Presidents Council. Jim is a founding partner
with Peachtree Planning Corporation. Jim was selected as a Vice
President in 1989 and currently works in the Atlanta office.
He advises his clients on a variety of financial matters including
retirement, investment , income and estate tax and life insurance
planning. Jim’s mission is to develop strategies and solutions to
help, individuals and businesses, maximize their wealth as efficiently
and effectively as possible.
Jim
lives in Buckhead with his wife Robbie, and their children; Jim
IV, Eleanor, and Tyler. Active in the community, Jim is a member
of Peachtree Presbyterian Church. His hobbies include the lake,
following high school and college football and gardening. His phone
number is (404) 260-1610 and the fax number is (404) 260-1711. His
email address is James.Cawell@peachtreeplanning.com.
_files/Bill%20Coffey.JPG) William
(Bill) Coffey, FLMI
Senior Pension Consultant
Financial Representative
Bill Coffey was born and educated in Dublin,
Ireland. Having established a financial planning firm while still
in his twenties, Bill came to the United States in 1982. Bill then
worked as an administrator in Guardian Life Insurance Company of
America’s pension department in Houston, Texas. In 1984, Bill was
named a Vice President. By 1987 the department’s revenues had grown
by 250%.
In 1991, Bill established his own firm specializing
in designing qualified retirement plans for closely held businesses.
During this time Bill earned the FLMI (Fellow of the Life Management
Institute) designation from the Life Office Management Association.
Since then Bill has established a clientele throughout the country
and maintains an office on the West Coast in addition to being the
Senior Pension Consultant for Peachtree Planning, with whom he affiliated
in 1999.
Bill believes that successive legislation, culminating
in EGTRRA, has created an unprecedented opportunity for tax planning
through retirement plans for high income business owners.
Bill lives with his wife Darina and two sons in
East Cobb and is a keen tennis player.
His can be reached at 404-260-1641 and the fax
number is 404-260-1741. His email address is Bill.Coffey@peachtreeplanning.com.
_files/Josh%20Cobb-Website.jpg) Joshua
Cobb
Vice President
Financial Representative
Josh Cobb graduated as a double major with a
Bachelor’s Degree of Business Administration in Economics and
a Risk Management Insurance from the University of Georgia. He
began his career as a loan officer and investment specialist with
First Union National Bank in 1997. In 1999 he joined Peachtree
Planning Corporation in Atlanta, GA and became a Vice President
in 2006. He is currently a partner within the Wealth Management
Group and is an investment advisor with Peachtree Planning Advisors,
an independently registered investment advisor.
Josh engages in a process driven approach that seeks to accomplish
two things: First, to maximize financial security for his clients
and their families, and secondly, to maximize the efficiency of
their money at work. He believes the strongest long term plan
is a series of efficient and intelligent short term strategies.
Active in his community, Josh is a member of Peachtree Road United
Methodist Church in Atlanta and a member of the Marist School
Planned Giving Committee. He is also a member of Capital City
Club and Ansley Golf Club serving on various committees and enjoys
playing competitive amateur golf, guitar, running, fly fishing,
hunting, mountain biking and spending time with his dog, Lola.
Josh’s phone number is 404-260-1642, fax number is 404-260-1742
and email address is Josh.Cobb@peachtreeplanning.com. His mailing
address is 5040 Roswell Road, Atlanta, GA 30342.
Keith
Dykes
Vice President and Senior Partner
Financial
Representative
Keith Dykes graduated from
the University of Georgia in 1991 with degrees in
Economics and Geography. He worked for two years with
a national employee benefits company as a sales representative
covering the state of Georgia.
Keith joined Peachtree Planning
Corporation in December of 1992. He is now a Vice
President and a Senior Partner focusing on strategic
solutions to the issues commonly faced by entrepreneurs
and other affluent individuals. These solutions include
transition plans that provide continuity in the event
of retirement, incapacity, or generational transfer
of assets.
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Keith lives in Atlanta with
his wife Shannon and their two children, Hampton and
Hogan. Active in his community, Keith is a member
of Peachtree Presbyterian Church, and Ansley Golf
Club, serving as Chairman of the Junior Golf Committee
and a member of both the Golf and Nominating Committees.
His office is located at 5040
Roswell Road, Atlanta, GA 30342. The phone number
is 404-260-1621 and the fax number is 404-260-1721.
His e-mail address is Keith.Dykes@peachtreeplanning.com.
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_files/David%20Fosgate-Website.jpg)
David Fosgate
Financial Representative
David has been providing sound financial advice
to his clients since 2004. He graduated cum laude with
a BA in Economics from Washington and Lee University in
Lexington, Virginia. He is also an alumnus of The Lovett
School in Atlanta, Georgia. Before David began his career
with Peachtree Planning, he worked in the corporate finance
department of a regional investment bank and in business
development for two Fortune 500 companies.
His clients work with him because of his passion and
creativity for teaching them how to best maximize their
personal balance sheets. What this means is that he educates
them on protecting their net worth as well as learning
the concepts of more efficient financial decision making.
The benefit to his clients is more clarity and confidence
about their actions. As an indication of his success in
helping others, David was awarded in 2008 Peachtree Planning
Corporation’s Melvin E. Lyle Award. This prestigious award
is given annually to the one financial representative
in the first five years of their business who demonstrates
the highest level of business and client service excellence.
David, an Atlanta native, lives in Buckhead with his
wife, Jenny, and their daughters, Harper, Dorothy, and
Elsie. Active in his community, David is a member of Peachtree
Presbyterian Church and the Piedmont Driving Club. He
is a Lovett School Class Agent and serves on the Washington
and Lee Atlanta Alumni Board and Atlanta Admissions Committee.
In his leisure, he enjoys golf and fly-fishing.
David’s office is located at 5040 Roswell Road, Suite
100, Atlanta, Georgia, 30342. His direct phone number
is (404) 260-1637 and his fax number is (404) 260-1737.
His email address is david.fosgate@peachtreeplanning.com.
David H. Fosgate, Registered Representative
of Park Avenue Securities LLC (PAS). Securities products
and services are offered through PAS, 5040 Roswell Road,
Atlanta, Georgia 30342, 1-800-366-0839. Financial Representative,
The Guardian Life Insurance Company of America (Guardian),
New York, NY. PAS is an indirect wholly-owned subsidiary
of Guardian. Peachtree Planning Corporation is not an
affiliate or subsidiary of PAS or Guardian. Peachtree
Planning Advisors is an independent registered investment
advisor.
PAS is a member FINRA, SIPC.
_files/Randy%20Fraser.JPG)
Randall M. Fraser
Financial Representative
Randall believes a clear understanding
of a client’s goals and dreams and the strategic
use of financial planning resources that aligns
a client’s actions with their intentions are critical
components to developing successful financial strategies.
It is because of this belief that he first became
a client of Peachtree Planning Corporation seven
years ago. In 2006, after seeing what can be accomplished,
he decided to leave a career spanning 32 years in
the marketing/communications industry to become
a financial representative.
Randall advises his clients on a variety of financial
matters including retirement and investment strategies
as well as risk management. He specializes in developing
strategies to both short and long term goals with
an emphasis on retirement planning.
Born in Birmingham, Michigan, he obtained his Bachelor
of Arts degree from Michigan State University in
1969. Randall lives in Atlanta with his wife, Vickie.
He has two grown children, both graduates of the
University of Georgia and an integral part of the
Atlanta business community.
Active in his community, Randall has served on
the Board of Directors of the Atlanta Broadcast
and Advertising Organization and is currently a
multiple term board member of Ansley Golf Club.
He also spent eight years as an active football
and baseball coach with Northside Youth Organization.
In addition to golf, his interests include wood
working, home remodeling, jogging, and competition
water skiing.
His office is located at 5040 Roswell
Road, Atlanta, GA 30342. The phone number is 404-260-1650
and the fax number is 404-260-1750. Randall’s email
address is
rfraser@peachtreeplanning.com.
Randall M. Fraser, Registered Representative
of Park Avenue Securities LLC (PAS). Securities
products and services are offered through PAS, 5040
Roswell Road, Atlanta, GA 30342, 800-366-0839. Financial
Representative, The Guardian Life Insurance Company
of America (Guardian), New York, NY. PAS is an indirect
wholly-owned subsidiary of Guardian. Peachtree Planning
Corporation is not an affiliate or subsidiary of
PAS or Guardian.
PAS is a member FINRA, SIPC.
 Jeff
Gaston, CFP®
Financial Representative
Jeff has been helping his clients maximize
their financial resources since 1996. He graduated with a Bachelor
of Science Degree in Management from The Georgia Institute of
Technology in 1989. He then earned a Master of Science Degree
in Strategic Management and Entrepreneurship from Georgia State
University in 1991. Jeff has also earned the CERTIFIED FINANCIAL
PLANNER™ certification indicating his commitment to ongoing
financial education and adherence to a high level of ethical
standards.
Jeff joined Peachtree Planning Corporation
in 2002 after a successful career in a family business and several
years as a Financial Advisor with a Fortune 500 Financial Services
Corporation. He advises his clients using a comprehensive and
strategic planning system designed to maximize financial accomplishments
through efficient and effective use of money and by working
to minimize the effect of wealth-eroding factors. This process
incorporates all areas of Financial Planning including Investments,
Insurance, Taxation, Retirement and Estate Planning.
Jeff lives in Braselton with his wife, Anita,
and their three daughters, Mackenzie, Hannah Grace and Alaina.
Active in his community, Jeff is Vice- President of the Gwinnett
County Georgia Tech Club, a member of the Rotary Club of Braselton,
and is a member of Hamilton Mill United Methodist Church.
His direct telephone number is 404-316-4327,
or toll number at 888-JGASTON and the e-mail address is jeffrey.gaston@peachtreeplanning.com.
Certified Financial Planner
Board of Standards Inc. owns the certification marks CFP(R),
CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP
(with flame design) in the U.S., which it awards to individuals
who successfully complete CFP Board's initial and ongoing certification
requirements.
_files/Brooks%20Gregory-website.jpg)
Brooks M. Gregory
Financial Representative
Brooks M. Gregory has been providing sound financial
advice to his clients since 1994. He graduated with a BA in
economics from Denison University.
Brooks began his career with Peachtree Planning Corporation
in 2000, after working as a business professional for several
years. Brooks currently works in the Atlanta/Buckhead office.
He advises his clients on a variety of financial matters including
retirement planning, investment planning and risk management.
Brooks develops strategies and solutions to help individuals,
families and businesses reach financial security as efficiently
and effectively as possible.
Brooks lives in Atlanta with his wife Whitney and their daughter
Eliza. Active in his community, Brooks is a member of the
Capital City Club. He is also a member of the Pine Hills Zoning
Committee, and coaches Lacrosse at Centennial High School.
His phone number is (404)260-1640. The fax number is (404)260-1700.
His email address is Brooks.Gregory@peachtreeplanning.com.
Christopher P.
Jefts
Financial Representative
Chris Jefts was born in Rome, Georgia, and graduated
from the Darlington School in 1984. He went on to earn
a Bachelor’s Degree from the University of Georgia in
1992 as well as a Master of Business Administration Degree
with a concentration in Corporate Finance, International
Business, Marketing in 1996.
Before joining Peachtree Planning Corporation in 2006,
Chris was a member of the Chicago White Sox, serving as
Minor League Pitcher from 1984-1989. He later was Assistant
Baseball Coach for the University of Georgia from 1991-1995
and a Scout for the Cleveland Indians from 1997-2005.
Currently a resident of Sugar Hill, Georgia, Chris is
active in his community, where he is an attendant of Peachtree
Road United Methodist Church and participant of The Gridiron-University
of Georgia Chapter.
When not working, Chris enjoys spending time with his
wife, Brooke, and their two children, Haila and Harrison.
He is also loves watching SEC football, golfing, working
out and running the Peachtree Road Race.
His office is located at 5040 Roswell Road, Atlanta,
GA 30342. His phone number is 404-260-1639 and the fax
number is 404-260-1739. His email address is Chris_Jefts@peachtreeplanning.com.
Christopher P. Jefts, Registered Representative
of Park Avenue Securities LLC (PAS). Securities products
and services are offered through PAS, 5040 Roswell Road,
Atlanta, Georgia 30342, 1-800-366-0839. Financial Representative,
The Guardian Life Insurance Company of America, New York,
NY. PAS is an indirect wholly-owned subsidiary of Guardian.
Peachtree Planning Corporation is not an affiliate or
subsidiary of PAS or Guardian. Peachtree Planning Advisors
is an independent registered investment advisor.
PAS is a member FINRA, SIPC.
_files/Kevin%20Linsey%203-2005-Website.jpg) Kevin
J. Linsey, CLU, ChFC
Vice President
Financial Representative
For over 20 years, people
have been using Kevin Linsey, CLU, ChFC
because of his commitment and dedication to their financial well
being. What that means to his clients is that Kevin provides clarity
and a genuine interest in what they truly care about. The benefit
to his clients is having the peace of mind of knowing everything
possible has been done to protect their assets , lifestyle and
loved ones.
Kevin lives in Atlanta with his wife Isaac and their children,
Laura, Charlie, Julie and Gray. In his leisure, he enjoys golf,
reading and spending time with his family.
His office is located at 5040 Roswell Road, Suite 100, Atlanta,
Georgia, 30342. The phone number is 404-260-1657 and the fax number
is 404-260-1757. His email address is kevin.linsey@peachtreeplanning.com.
_files/Chuck%20Lusted-website.jpg) Chuck
Lusted, CLU
Financial Representative
Chuck has been providing sound financial advice to his clients
since 1985. He graduated with a BS Degree in Business from Georgic
Southern University.
Chuck began his career with Peachtree Planning Corporation
in 2002, after working as a business professional for several
years. Chuck was selected as a Career Development Supervisor
in 2006 and currently works in the Corporate Office. He advises
his clients on a variety of financial matters including retirement
planning, investment planning and risk management. Chuck develops
strategies and solutions to help individuals, families and businesses
reach financial security as efficiently and effectively as possible.
Chuck lives in Alpharetta with Alison and their four children,
Alana, Chad, C.J., and Chris. Active in his community, he is
a member of the Atlanta Athletic Club and Landmark Church. In
his leisure, he enjoys coaching baseball and playing golf.
His office is located at 5040 Roswell Road, Atlanta, GA 30342.
The phone number is 404-260-1669 and the fax number is 404-260-1779.
His email address is Chuck.Lusted@peachtreeplanning.com.
_files/Bill%20Martin.jpg) William
H. Martin, Jr.
Financial Representative
Bill has been providing sound financial advice to his
clients since 1997. He graduated with a Bachelor of Business Administration
Degree from the University of Georgia after graduating from The
Lovett School.
Bill began his career with Peachtree Planning Corporation in
1998, after serving as the Chairman of the Board for several years
in his family's furniture business. He advises his clients on
a variety of financial matters including retirement planning,
investment planning and risk management. Bill develops strategies
and solutions to help individuals, families and businesses reach
financial security as efficiently and effectively as possible.
Bill is a native Atlantan and currently lives
in Buckhead with his wife, Lee Ann and their three children. Active
in their community, Bill and his family are members of St. Anne's
Episcopal Church and the Cherokee Town and Country Club. He is
also a high school football official with the Georgia Football
Officials Association and has been since 1972. Bill is an active
coach at Northside Youth Organization at Chastain Park
His phone number is 404-260-1643 and the fax
number is 404-260-1743. His email address is Bill.Martin@peachtreeplanning.com.
_files/Dave%20Mirolli-website.jpg) David
S. Mirolli
Financial Representative
Dave Mirolli specializes in wealth creation, preservation
and distribution by focusing on understanding the specialized and
dynamically changing needs of executives and professionals.
Dave has a background in risk analysis, and securities trading with
a Master’s of Science degree from Embry Riddle and a Bachelor’s
degree from Miami University of Ohio. He has achieved the distinction
of Million Dollar Round Table, the premier organization for financial
professionals. Dave’s main emphasis is to serve as a Personal Financial
Officer for his clients. This allows Dave to use a process to evaluate
the efficiency of his client’s current financial situation. He also
advises his clients on a variety of related matters including retirement
strategies, investment strategies and risk management. Dave develops
strategies and solutions to help these individuals, families and
business owners maximize their financial potential.
Dave’s Registered Licenses include Series 63, 65, and Series 7 brokerage
license as well as life, health and disability insurance. He is
a Registered Investment Advisor with Park Avenue Securities, LLC
as well as a Registered Investment Advisor Associate with Peachtree
Planning Advisors, Inc. He serves clients in Georgia, Florida, Ohio,
Pennsylvania and Virginia.
Dave resides in Acworth, GA with his wife Maria and their three
sons, Dan, Drew, and Vince. Active in his community, Dave is a member
and Vice President of Crossroads Business Association. He attends
West Ridge Church, where he volunteers in the youth department mentoring
a group of high school students during the week. Dave has served
our country for 22 years in the active duty and reserves Air Force
as a command pilot. He currently upholds his USAF Reserve status
at Dobbins Air Reserve Base, is a member of the Reserve Officer
Association and the Airline Pilot Association (ALPA).
David Mirolli, Registered Representative and
Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell
Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services
and advisory services are offered through PAS, a registered broker/dealer
and investment advisor. Financial Representative, The Guardian Life
Insurance Company of America (Guardian), New York, NY. PAS is an
indirect wholly-owned subsidiary of Guardian. Peachtree Planning
Corporation is not an affiliate or subsidiary of PAS or Guardian.
Peachtree Planning Advisors is an independent registered investment
advisor.
PAS is a member FINRA, SIPC.
Approval #2006-4119
Peyton
W. Riley
Financial Representative
_files/Peyton%20Riley-website.jpg) Peyton
W. Riley has been providing sound financial and
benefit advice to his clients since 1991. He is
a graduate of the University of Georgia. Peyton
began his career with Peachtree Planning Corporation
in 2005, after working with Lincoln Financial
Advisors for over 13 years in Atlanta, Georgia.
His clients have chosen to work with him because
of his integrity, honesty and commitment to help
them achieve their goals. What this means is Peyton
helps people identify their financial dreams,
organize their current situation and align their
actions with their intentions to maximize their
success. The real benefit his clients experience
is a newfound sense of confidence and security
in knowing their financial strategies are aligned
with their financial dreams.
Peyton lives in Fayetteville, Georgia with his
wife, Wendy, and their four children, Hunter Victoria,
Madison Rachel, Peyton Jr. and Lanier Grace. He
is an active member of Fayetteville First Baptist
Church.
His phone number is (678) 817-9420, fax number
is (678) 868-2322 and email address is Peyton.Riley@peachtreeplanning.com.
Peyton’s office address is 5040 Roswell Road,
Suite 100, Atlanta, Georgia 30342.
_files/John%20Shevlin%20Bio%20photo.jpg) John
Shevlin, CPA
Financial Representative
Vice President
John has been providing sound financial advice
to his clients for over 30 years. Upon graduating with a Bachelors
Degree from the University of Georgia he joined Price Waterhouse,
an international financial consulting firm. John is the recipient
of several professional organizational awards and honors including,
Leaders Club Qualifier for Guardian Life Insurance Company of America,
taught courses for Georgia Society of CPA’s, guest lecturer to colleges
and universities, past officer of elementary and high school PTAs,
and officer of sport booster club. John began his career with Peachtree
Planning Corporation in 1990, after working as a business professional
for several years. John currently heads the Professional Development
Program for the firm. He advises his clients on a variety of financial
matters including retirement planning, investment planning and risk
management. John develops innovative strategies and solutions to
help individuals, families and businesses reach financial security
as efficiently and effectively as possible. John lives in Atlanta
with his wife, Flora. They have three children, and are the proud
grandparents of Elizabeth, Jack, Lily and Benton. Active in his
community, John is a member of the Peachtree Presbyterian Church,
where he was a former Deacon. He is a former member of the Advisory
Council for the UGA School of Accountancy and a member of the Atlanta
Life Underwriters.
Phillip
Shtaida
Director of Equity Operations
Phillip E. Shtaida
joined Peachtree Planning Corporation as the Director
of Equity Operations for the Atlanta region in January
of 2000.
Phil has a diversifed background having developed his
career in both the stock market and banking industries.
Most recently, he served as Operations Supervisor for
IJL/Wachovia Securities in Atlanta where he oversaw the
operational and customer service area.
Prior to relocating to Georgia, Phil resided with his
wife and three children in New Orleans, Louisiana and
worked as the Operational Supervisor for Paine Webber.
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_files/Garrett%20Smith-website.jpg) Garrett
P. Smith
Financial Representative
Garrett Smith has been in the financial services
industry for 35 years. He graduated with of Bachelor of Arts in
Economics from the University of Virginia. During his career he
was involved in a number of industry organizations, including serving
on the Board of Directors of the Bond Market Association. He also
served as a Lieutenant in the U.S. Navy prior to moving to Atlanta
in 1972.
Garrett began his affiliation with Peachtree Planning Corporation
in 2007, after a long and productive career as an investment professional
at SunTrust Banks, Inc. There he was Manager of Bond Trading at
SunTrust Capital Markets, a Senior Fixed Income Portfolio Manager
at Trusco Capital Management, and a Managing Director with Seix
Advisors. He advises his clients on a variety of financial matters
including retirement planning, investments and risk management.
Garrett develops strategies and solutions to help individuals, families
and businesses reach financial security as efficiently and effectively
as possible.
Garrett lives in Atlanta with his wife of 30 years Jessie, an accomplished
artist. Their children, Vance, Hunter and Jessie, are grown and
pursuing their adult careers. Garrett is an avid golfer and is a
member of the Capital City Club and the Piedmont Driving Club in
Atlanta.
His office is at 5040 Roswell Road, Atlanta, GA 30342. His phone
number is (404) 260-1656 and his fax number is (404) 260-1756. His
e-mail address is: garrett.smith@peachtreeplanning.com.
Garrett P. Smith, Registered Representative of Park
Avenue Securities LLC (PAS). Securities products and services are
offered through PAS, 5040 Roswell Road, Atlanta, Georgia 30342,
1-800-366-0839. Financial Representative, The Guardian Life Insurance
Company of America (Guardian), New York, NY. PAS is an indirect
wholly-owned subsidiary of Guardian. Peachtree Planning Corporation
is not an affiliate or subsidiary of PAS or Guardian. Peachtree
Planning Advisors is an independent registered investment advisor.
PAS is a member FINRA, SIPC.
D.
Bradley Stonecipher
Executive Vice President, Investments
Brad has over 20 years experience in the financial
services industry. He was previously employed with Trust Company
Bank, Merrill Lynch, and Robinson Humphrey, before joining Peachtree
Planning in 1995. Brad currently oversees Peachtree Planning’s Investment
Department which includes, Operations, Compliance, and Investment
Product Sales. He is responsible for Peachtree Planning’s 83 registered
representatives who currently manage over $1.295 billion of their
clients’ assets. Brad also currently serves as Vice President of
Peachtree Planning Advisors, an Independently Registered Investment
Advisory Firm.
Brad is the recipient of several professional organizational
awards. He has served as a member of the Field Advisory Board for
Park Avenue Securities (PAS) and for Guardian Insurance & Annuity
Company. He helped develop and implement the PAS Investment Specialist
Training Program, a program that has trained over 200 Investment
Specialist’s throughout the country.
He graduated with a BBA, from the University of
Kentucky. He is a member of the IAFP, International Association
of Financial Planners, a member of the Atlanta Chapter of the ALU,
Association of Life Underwriters, and a member of GAMA International,
The General Agents and Managers Association.
Brad lives in Buckhead with his wife, Iris, and
their son, Nick, and daughter, Haley. They are members of Peachtree
Presbyterian Church.
His office is located at 5040 Roswell Road, Atlanta,
GA 30342. The phone number is 404-260-1608 and the fax number is
404-260-1708. Brad's email address is brad.stonecipher@peachtreeplanning.com.
D. Bradley Stonecipher, Registered
Principal of Park Avenue Securities LLC (PAS). Securities products
and services are offered through PAS, 5040 Roswell Road, Atlanta,
GA 30342, 800-366-0839. Financial Representative, The Guardian Life
Insurance Company of America (Guardian), New York, NY. PAS is an
indirect wholly-owned subsidiary of Guardian. Peachtree Planning
Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
 Richard
(Dick) W. Van Leuvan, CLU, ChFC, CSA
Long Term Care Specialist
Chartered Life Underwriter since 1986
Chartered Financial Consultant since 1987
Certified Senior Advisor since 2001
Member:
Society of Financial Service Advisors
Life Member Million Dollar Roundtable
Atlanta resident since 1980. Married, with three grown children
and a daughter at Georgia Tech.
Dick entered the insurance business in 1980, working in the individual,
business and estate markets.
In 1995, Dick developed an interest in Long Term Care Insurance,
which became his specialty in 1998. Dick joined Peachtree Planning
Corporation in 2006 as their LTCI Specialist. He works with agents
and brokers in customizing LTCI plans for their individual and
multi-life clients.
Dick has written several large, multi-life LTC Insurance plans
with Atlanta and Georgia based companies, hospitals and law firms.
These plans include Corporate-Paid, Split-Premium and Voluntary
Participation Plans.
His office is located at 5040 Roswell Road, Atlanta, GA 30342.
The phone number is 404-260-1653 and the fax number is 404-260-1753.
His email address is Dick.VanLeuvan@peachtreeplanning.com.
Richard Van Leuvan,
Full Time Agent, The Guardian Life Insurance Company of America,
New York, NY (Guardian). Peachtree Planning Corporation is not
an affiliate or subsidiary of Guardian.
© 2001 Peachtree Planning
Corporation
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