About
Our HistoryA Firm With Deep Roots
Nearly 40 years ago, purple heart recipient and proud University of Georgia alum, Bob Mathis, took a courageous leap of faith to pursue his version of the American dream and he started a business – and thus Peachtree Planning was born. Over the last 4 decades, Bob’s vision and the firm’s success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients.
About UsGrounded in Timeless Principles
During Peachtree Planning’s lifetime, the nature of trending financial guidance has changed; we anticipate that financial guidance will continue to experience changes in the future. However, the key principles that have made Peachtree Planning unique in the financial services industry, will continue to stand the test of time.
Meet The TeamWho You'll Be Working With
This will always be a firm of people, helping people. Technology continues to evolve, but technology will never replace the need for caring, passionate professionals who are dedicated to serving and leading. You have unique aspirations and goals that deserve a personal relationship and clear roadmap to accomplish the things that are most important to you. Our financial professionals are growth-minded, family-focused, and driven to make an impact that lasts generations.
We are a firm focused on helping advisors reach their maximum potential and expand their impact. We align with people who want to grow – individuals who embrace challenges as opportunities to learn and improve. Mission-driven people are drawn to this profession because they want to do work that matters – and we are uniquely positioned to equip and empower advisors to be impactful.
Team Members
Dustin Dawes and James Gnefkow
CEO & President
Dustin Dawes was fortunate to grow up around this industry and see many of the changes that have occurred within it. After finishing his college soccer career, Dustin was honored to be able to follow in his father and Godfather’s footsteps to enter this great career. After being involved in multiple roles in this industry being able to see both positive and negative aspects of it, he found the culture at Peachtree Planning aligned best with his values of faith, family, integrity, and helping others.
James Gnefkow intentionally set out on a career path that would allow him to make a meaningful, positive impact in the lives of other people. He was drawn to this profession because of the important work we do that involves every facet of one’s financial life. James was drawn to Peachtree Planning because of the unique nature of the planning we do, but more importantly, through that planning, lives are changed for the better. It’s not about products, it’s about people, families, businesses, and legacies. For Peachtree Planning, it’s about empowering people to create generational impact.
