Our People
Find a Financial Professional
- Adrienne Allen
- Alan D. Lott, MBA, CExP
- Alan Banks
- Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
- Andrew Andreotta, CExP
- Andrew J. Meehan, CLU®, CHFC® AEP
- Anna Acker
- Antoinette Jenkins
- Arun Misra
- William (Bill) Coffey, FLMI
- Charles "Billy" Haley
- Bret Waering
- Brian M. Holmes, RICP®, CExP®
- Brooks M. Gregory, RICP®, ChFC
- Cade Archer
- Carol Lindberg
- Charlie Buffington, CFP®, ChFC®
- Chris Ellington CLU®, ChFC®, CFP®, RICP®
- Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
- Clay McDowell
- D. Bradley Stonecipher
- Daniel Mills
- Dara Davis
- Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
- David Rogers
- David Gibson, CExP
- David Walker, Insight Alliance
- Davina Patterson
- Dean Jacobs, CExP
- Derek Granger
- Derrick Dean Brailsford
- Dibyendu De, Ph.D.
- Don Myre
- Doreen Waugaman
- Drew Hawkins
- Dustin A. Dawes, CLU®, ChFC®, CExP
- Dustin DeMersseman
- Earl Schreiber
- Garrett Smith
- Garrett Williamson, CFP®
- S. Gene Lee, ChFC®, RICP®
- Grant E. Segal, CRPS
- Hubert Cooke, III
- Irma Montes
- Jack Banda
- James Gnefkow, JD, LLM, MBA, CExP
- Jason Gaskins, CExP
- Jay Milam
- Jay Patel
- Jennifer Trout
- Jennifer Black
- Jennifer Deal
- Jennifer Howe
- Jillian Holmes
- James M. Caswell, III, CFP®
- John E. Hill, JD*, LLM
- John McCollum, CFP®, CExP™
- John Spivey
- John Shevlin
- John A. Spann IV, CExP CFP® CLU®
- Jon Eric Dodd
- Josh Cobb, CFP®
- Keays Bass
- Keith Dykes
- Keith Kail
- Kevin J. Linsey, CLU®, ChFC®
- Lamar Barden, MSFS, LUTCF
- Leslie Janssen, CExP
- Mark Burkholder
- Mark Schmidt
- Mary C. Myers
- Matt Justice
- Matthew M. Priester
- Michael LaHurd
- Thomas M. (Mike) Oates
- W. Milam Turner III
- Nicholas Bucher
- Nicholas A. Monterroso
- Nina Weaver
- Patrick Moore
- Paul DeMersseman
- Paul J. Fochler, II
- Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
- Paul L. Johnson, Jr., CFP®
- Peter Cantwell, CFP®
- Piyusha Sanyashiv
- Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
- Rio Valeriano
- Rob Harbison, CLU®, ChFC®, RICP®
- Rob Lawrence
- Robert Pillow
- Robert Mathis CLU®
- Roger Clapp
- Ryan Vorhies
- Ryan Calhoun
- Sam Robinson, CPA, CFP®
- Sam Mathis
- Sarah Dozier
- Sarah Knuckles-Morgan
- Scott Blade
- Seth M. von Kuhn
- Sharon Fike
- Solomon M. Kafoure, CExP
- Stan Helm
- Thomas Webb
- Tim Giarra
- Tom Maier
- Tyler Johnson
- William Martin, Jr.
- Winston Rose
- Zackary J. Chichelo, J.D.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Learn More
Find a Financial Professional
- Adrienne Allen
- Alan D. Lott, MBA, CExP
- Alan Banks
- Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
- Andrew Andreotta, CExP
- Andrew J. Meehan, CLU®, CHFC® AEP
- Anna Acker
- Antoinette Jenkins
- Arun Misra
- William (Bill) Coffey, FLMI
- Charles "Billy" Haley
- Bret Waering
- Brian M. Holmes, RICP®, CExP®
- Brooks M. Gregory, RICP®, ChFC
- Cade Archer
- Carol Lindberg
- Charlie Buffington, CFP®, ChFC®
- Chris Ellington CLU®, ChFC®, CFP®, RICP®
- Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
- Clay McDowell
- D. Bradley Stonecipher
- Daniel Mills
- Dara Davis
- Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
- David Rogers
- David Gibson, CExP
- David Walker, Insight Alliance
- Davina Patterson
- Dean Jacobs, CExP
- Derek Granger
- Derrick Dean Brailsford
- Dibyendu De, Ph.D.
- Don Myre
- Doreen Waugaman
- Drew Hawkins
- Dustin A. Dawes, CLU®, ChFC®, CExP
- Dustin DeMersseman
- Earl Schreiber
- Garrett Smith
- Garrett Williamson, CFP®
- S. Gene Lee, ChFC®, RICP®
- Grant E. Segal, CRPS
- Hubert Cooke, III
- Irma Montes
- Jack Banda
- James Gnefkow, JD, LLM, MBA, CExP
- Jason Gaskins, CExP
- Jay Milam
- Jay Patel
- Jennifer Trout
- Jennifer Black
- Jennifer Deal
- Jennifer Howe
- Jillian Holmes
- James M. Caswell, III, CFP®
- John E. Hill, JD*, LLM
- John McCollum, CFP®, CExP™
- John Spivey
- John Shevlin
- John A. Spann IV, CExP CFP® CLU®
- Jon Eric Dodd
- Josh Cobb, CFP®
- Keays Bass
- Keith Dykes
- Keith Kail
- Kevin J. Linsey, CLU®, ChFC®
- Lamar Barden, MSFS, LUTCF
- Leslie Janssen, CExP
- Mark Burkholder
- Mark Schmidt
- Mary C. Myers
- Matt Justice
- Matthew M. Priester
- Michael LaHurd
- Thomas M. (Mike) Oates
- W. Milam Turner III
- Nicholas Bucher
- Nicholas A. Monterroso
- Nina Weaver
- Patrick Moore
- Paul DeMersseman
- Paul J. Fochler, II
- Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
- Paul L. Johnson, Jr., CFP®
- Peter Cantwell, CFP®
- Piyusha Sanyashiv
- Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
- Rio Valeriano
- Rob Harbison, CLU®, ChFC®, RICP®
- Rob Lawrence
- Robert Pillow
- Robert Mathis CLU®
- Roger Clapp
- Ryan Vorhies
- Ryan Calhoun
- Sam Robinson, CPA, CFP®
- Sam Mathis
- Sarah Dozier
- Sarah Knuckles-Morgan
- Scott Blade
- Seth M. von Kuhn
- Sharon Fike
- Solomon M. Kafoure, CExP
- Stan Helm
- Thomas Webb
- Tim Giarra
- Tom Maier
- Tyler Johnson
- William Martin, Jr.
- Winston Rose
- Zackary J. Chichelo, J.D.
John E. Hill, JD*, LLM
General Agent Emeritus / President, Emeritus Peachtree Planning
John.E.Hill@peachtreeplanning.com
Andrew J. Meehan, CLU®, CHFC® AEP
General Agent Emeritus / President Distribution Emeritus
Brian M. Holmes, RICP®, CExP®
Vice President, Peachtree Planning, Senior Partner/Wealth Management Advisor
Sarah Dozier
Vice President, Disability Income Specialist, Life Brokerage Manager
Mark Burkholder
Financial Specialist, Vice President
Paul L. Johnson, Jr., CFP®
Director of Investments, Tennessee