Broker Check

Our People

DARRELL L. “CORKY” DAWES, CLU®, CHFC®

Chief Executive Officer

404-260-1636

404-260-1736

[email protected]

Mr. Dawes was born in Peoria, Illinois and raised in Miami, Florida. He graduated from The University of Tennessee in Martin and then became a High School Teacher and Football Coach for seven years before entering the insurance...

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D. Bradley Stonecipher

President

404-260-1608

404-260-1708

[email protected]

Brad has over 30 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 serves as President of...
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ANDREW J. MEEHAN, CLU®, CHFC®

President Distribution

205-313-6722

205-930-9430

[email protected]

Andy Meehan is President-Distribution of Peachtree Planning, an Atlanta based, regional planning firm with over 100 advisors in 3 states. He is responsible for attracting and developing advisors who serve affluent families and...

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Josh Cobb, CFP®

Vice President

404-260-1642

[email protected]

Josh Cobb graduated with a BBA in Risk Management and Insurance and Economics from the University of Georgia Terry College of Business. He is also an alumnus of Marist School in Atlanta. He began his career as a financial specialist...

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Robert Mathis CLU®

Founder and CEO, Emeritus

404-260-1600

404-260-1601

[email protected]

Robert Mathis serves as Chief Executive Officer, Emeritus of Peachtree Planning Corporation. Since its inception April 1st, 1987, his strategy has been to serve clients with a proven financial planning process rather than just selling...
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John E. Hill, JD*, LLM

Senior Executive Vice President, Advanced Planning, Peachtree Planning / President, Emeritus Peachtree Planning

404-260-1616

404-260-1716

[email protected]

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...
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James Gnefkow, JD, LLM, MBA

Advanced Planning

404-260-1630

404-260-1730

[email protected]

James is Executive Vice President of Peachtree Planning where his responsibilities include designing advanced planning strategies and working closely with business owners and high net-worth families. James entered the financial...
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Greg Moore

615-376-8316

615-376-8317

[email protected]

Greg began his career with Peachtree Planning in 2011, after working as an agent in the music industry for several years.

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Alan Lott

205-313-6721

205-930-9430

[email protected]

Alan has been serving the Birmingham financial services industry for over 20 years.  Upon graduating from Auburn University in 1988, he has spent the majority of his time serving the owners of commercial and corporate banking clients 

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Alan Banks

615-855-3350

[email protected]

Alan T. Banks has been providing sound financial advice to his clients with the Guardian Life Insurance Company of America since 1982.

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Andrew Shibley

615-376-8306

615-376-8307

[email protected]

Andrew W. Shibley, a native of Toledo, Ohio, is a graduate of the University of Tennessee, with a B.S. in Journalism and Electronic Media, cum laude and a B.A. in Political Science, cum laude

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Andrew Andreotta

615.376.8334

[email protected]

Financial Representative of Guardian
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Arun Misra

404-260-1673

404-260-1773

[email protected]

Arun Misra, has been providing sound financial strategies and services to his clients since 1985, for over 30 years in Atlanta.

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Bill Weston

334-398-1991

[email protected]

Bill Weston joined Peachtree Planning in September 2017 as a financial representative.  Before joining Peachtree Planning, he severed as the National Sales Executive for the West region of The Compliance Store. 

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Charles "Billy" Haley

615-376-8318

615-376-8319

[email protected]

Billy has been in the financial services industry since 2009. Billy is a native of Nashville, Tennessee graduating from Father Ryan High School.

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Bret Waering

615-376-8340

[email protected]

Bret Waering has been working with his clients toward their identities since 2012. His focus on coordinating all areas of clients’ financial lives as critical tools affords them freedom to grow into who they aspire to be.

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Brian Holmes, RICP

770-998-5327

770-998-8091

[email protected]

Since 2009, Brian has built an advisory business which provides thorough and comprehensive financial guidance to clients across the country. He works primarily with business owners, as well as corporate executives and professionals.

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Brooks M. Gregory, RICP®

404-260-1640

404-260-1740

[email protected]

Brooks has been serving his clients best interests since 1994.  He graduated with a BA in economics from Denison University in Granville, Ohio.

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Cain Myers

615-376-8330

[email protected]

Since joining Peachtree Planning in 2009, Cain Myers has built a successful financial services business.

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Casia Phillips

615-376-3738

[email protected]

Casia Phillips, graduated with a BA in History, and minors in Political Science and Education.  As a former teacher, Casia found a parallel between education and finance.

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Cedric Bruce

615.376.3744

[email protected]

Cedric Bruce is a motivated, client-focused financial advisor with a solid understanding of comprehensive wealth-building, growth and protection strategies.

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Chris Ellington CLU®, ChFC®, CFP®, RICP®

770-366-6916

770-998-5327

[email protected]

Chris Ellington holds an Economics degree from Auburn University and has achieved the designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and Retirement Income Certified Professional.

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Clay McDowell

205-313-6707

205-930-9430

[email protected]

Clay graduated from the University of Alabama in 2013. He came to love the financial services business by watching his father, T.O. McDowell, operate his business.

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Courtney Hernandez

404.260.1680

404.260.1780

[email protected]

Courtney has been providing sound financial services to her clients since January 2018.

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David Rogers

404-260-1686

[email protected]

David F. Rogers joined Peachtree Planning in 2017 from the Private Client Group of J.P. Morgan Securities, where he worked with high-net worth families as only one of forty advisors throughout the Southeast. 

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David Walker

615-902-3643

615-376-8351

[email protected]

David joined Insight Alliance in March of 2013 after spending the previous two years with Merrill Lynch in Nashville.

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David Gibson

770-897-4913

[email protected]

People choose to work with David because they trust him.  He takes the time to find out what is important to his clients and their personal goals for their money. 

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Derek Granger

706.718.8349

615.376.3763

[email protected]

Derek Granger has been providing sound financial advice to his clients since 2012.

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Dibyendu De, Ph.D.

770.330.5849

[email protected]

Dibyendu De is an experienced financial representative who helps clients in ensuring financial security for themselves and for future generations.

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Don Myre

205-437-1500

877-310-0157

[email protected]

Don joined Peachtree Planning in early 2013 after a 20 plus year career in the life and health insurance industry. 

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Dustin Dawes

615-376-3736

615-376-3737

[email protected]

After graduating from Battle Ground Academy in Franklin, TN in 2006 Dustin continued on to the University of Louisville.

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Dwayne Vick

615-376-8340

615-376-8341

[email protected]

Dwayne is a native of Newport News, Virginia but has been a resident of Nashville for the last thirty years. 

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Ethan Bowles

615.376.8338

615.376.8339

[email protected]

Ethan is a Kentucky native who moved to the Nashville area in 2007. He graduated from Belmont University with a degree in Business Administration.

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Garrett Smith

404-260-1656

404-260-1756

[email protected]

Garrett Smith has been in the financial services industry for over 30 years.  He is a graduate of the University of Virginia. 

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S. Gene Lee, ChFC®, RICP®

770-386-6304

770-386-1058

[email protected]

For over 28 years, people have been working with Gene Lee because they know that he cares about doing what’s right for his clients and they trust him. 

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Grant E. Segal, CRPS

770-998-5327

[email protected]

Grant E. Segal has been providing sound financial advice to his clients since 1994. He graduated with a BS degree from Florida State University where he competed on the varsity swimming and diving team. 

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Hubert Cooke, III

706-854-8877

706-854-1650

[email protected]

Hubert has been providing sound financial advice to his clients since 1974.  He graduated with a bachelor’s degree in Economics from Wofford College in Spartanburg, South Carolina.

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Jason Gaskins

478-471-6166

478-471-6258

[email protected]

Jason has been providing sound financial advice to his clients since 2008. He graduated with a BBA in Business Management from Mercer University in 1996.

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Jay Milam

770-386-6304

770-386-1058

[email protected]

Jay has been providing sound financial advice to his clients since 2005.

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Jeb Bell

615-376-3750

615-376-3751

[email protected]

Jeb has been providing sound financial products and services since joining Peachtree Planning.  He graduated Magna Cum Laude from Harding University in Arkansas in 2011. 

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John D. Richardson, RICP

615-376-8352

[email protected]

John D. Richardson has been providing financial advice to his clients since 2005.  He graduated with a Bachelors of Arts in Political Science, with a minor in Spanish from the University of Tennessee, Knoxville.

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John McCollum, CFP®

706-650-9056

706-854-1650

[email protected]

John McCollum graduated from the University of Georgia with a degree in Economics. 

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John Spivey

478-471-6166

478-471-6258

[email protected]

John Spivey has been providing sound financial advice to his clients since 1984. 

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Jon Eric Dodd

478-471-6166

[email protected]

As a Financial Representative, Jon Eric works with his clients to provide comprehensive financial planning, with a focus on retirement planning, estate planning, financial efficiency and risk analysis. 

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Judson E. Pyatt, CFP®

615-477-1097

[email protected]

Judson (Jud) Pyatt has built a successful financial services business on the principles of individual responsibility, integrity, honesty, and client focus.

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Keays Bass

404-260-1682

[email protected]

As a Financial Representative with Peachtree Planning, Keays works with his clients to provide comprehensive financial guidance, with a focus on retirement planning, estate planning, and insurance analysis. 

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Keith Dykes

Executive Vice President

404-260-1600

404-260-1772

[email protected]

Keith Dykes was born and raised in Macon, GA. He graduated from the UGA in 1991 and worked for nearly two years with a national employee benefits company as a sales representative covering the state of Georgia ....

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Kevin J. Linsey, CLU®, ChFC®

404-260-1657

404-260-1757

[email protected]

For over 20 years, people have been using Kevin Linsey, CLU®, ChFC® because of his commitment and dedication to their financial wellbeing.

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Kitty Bray

404.260.1653

[email protected]

Kitty Bray entered the financial services industry in 2015 after a successful career in advertising and publishing. 

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Mark Burkholder

Financial Specialist

205.313.6704

205.930.9430

[email protected]

Mark spent 15 years managing a successful private business before he began his career in financial services with  Peachtree Planning in 2009.

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Marsha Thompson

404-260-1669

[email protected]

Marsha N. Thompson joined Peachtree Planning in September 2016, as a Financial Representative with the Atlanta office.

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Matt Herriman

615.376.8300

[email protected]

Matt Herriman is a native Tennessean, who grew up in rural West TN and has called Middle Tennessee home since graduating from the University of Tennessee in 2013.

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Mendel Kornfeld

404-260-1664

404-260-1764

[email protected]

Mendel Kornfeld has been providing sound financial advice to his clients since 2007. 

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Michael LaHurd

205-313-6705

205-930-9430

[email protected]

Mike graduated with a Master’s Degree in Finance from The University of Alabama in 1991. 

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Mike Fields

770-386-6304

770-386-1058

[email protected]

Michael (Mike) Fields is a Georgia native having lived in every corner of the state, and in Cartersville since 1992.

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Thomas M. (Mike) Oates

Vice President

601-764-2132

[email protected]

Mike has been providing sound financial strategies to his clients for over twenty-five years.

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Orrett Bailey, MBA

205.533.9452

[email protected]

Orrett is a financial professional with experience helping individuals and families reach their financial goals. He graduated with an MBA from the University of Alabama. 

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Paul DeMersseman

Vice President

706-354-8302

[email protected]

Paul DeMersseman graduated from The University of Georgia in 1976 with a Bachelor of Business Administration degree in Risk Management and Insurance. 

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Paul J. Fochler, II

404.260.1671

[email protected]

Paul joined Peachtree Planning in 2013 to help the people around him by providing sound financial strategies. 

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Peter Cantwell, CFP®

Cantwell Financial Services, Inc.

423-586-7123

423-581-2589

[email protected]

Peter Cantwell has been providing sound financial services to his clients since 1985.  He graduated with a Bachelor of Science from the University of Tennessee in Knoxville.  He is also a Certified Financial Planner®.

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Randy Whitman, CFP®, ChFC®, CLU®

615-902-3646

[email protected]

Randy Whitman is a co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and a graduate of Harding University.

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Rio Valeriano

865.389.5659

615.376.8305

[email protected]

Rio Valeriano has been providing sound financial products and services since 2004.

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Rob Harbison, CLU®, ChFC®, RICP®

706-237-6894

706-232-1515

[email protected]

People work with me because I genuinely care about them and their families...

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Rob DeLucas, ChFC®, RICP

615-376-8328

[email protected]

Rob DeLucas hails from Birmingham, Alabama, but has been in Nashville, Tennessee, since 1999, where he attended Vanderbilt University and earned a Mechanical Engineering degree in 2003.

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Sam Robinson, CPA, CFP®

334-790-0668

334-239-3532

[email protected]

Sam graduated from the Georgia Institute of Technology in 1977 and received his MBA from Georgia State University in Accounting and Finance in 1986.  He has been a CPA* since 1986 and he is also a Certified Financial Planner, CFP®. 

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Sarah Dozier

Vice President, Disability Income Specialist, Life Brokerage Manager

404-260-1627

404-260-1727

[email protected]

Sarah is the Disability Income Specialist and Life Brokerage Manager for Peachtree Planning.  She is responsible for promoting and providing sales support and underwriting advocacy to our financial representatives and independent agents...

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Scott Sovereign

615.807.0250

[email protected]

Financial Representative of Guardian

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Solomon M. Kafoure

Vice President

615-376-8344

615-376-8345

[email protected]

Solomon Kafoure is an Indiana native and has called middle Tennessee home since graduating from Belmont University in 2004.

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Thomas Williams

404-260-1674

404-260-1774

[email protected]

Financial planning is one of what I call “the foundations for living your best life”. For me it’s a core belief shaped by my upbringing.

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Tim Giarra

615-376-3764

615-376-3765

[email protected]

Tim Giarra, joined Peachtree Planning in 2017.   At the firm, he works with individuals, families and business owners to help them design their comprehensive protection and financial services.

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Timothy R. Jester

615-376-8326

[email protected]

Tim has been in the financial services industry for over 10 years.

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William Martin, Jr.

404-260-1643

404-260-1743

[email protected]

William “Bill” Martin has been with Peachtree Planning since 1998.

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