Five Peachtree Planning Advisors Named 2026 Top Advisors Under 40 in Georgia
Peachtree Planning is proud to announce that five of our outstanding advisors—Russell Bolton, Molly Bruning, Dustin DeMerseman, Irma Montes, and Jay Patel—have been named among the NAIFA-Georgia 2026 Top Advisors Under 40 in Georgia. This prestigious recognition highlights their commitment to excellence, leadership, and the meaningful impact they make for clients and communities across the state.
Presented annually, the Top Advisors Under 40 recognition honors professionals who are not only excelling in their careers, but also shaping the future of the financial services industry through innovation, leadership, and service. Each of these advisors exemplifies Peachtree Planning’s mission of helping individuals, families, and businesses build financial confidence and long-term success.
Meet Our Honorees
Russell Bolton
Russell is recognized for his strategic and client-centered approach to financial services. His dedication to building customized solutions and helping clients pursue long-term financial success continues to make a lasting impact.
Molly Bruning
Molly is known for her thoughtful guidance, strong client relationships, and commitment to helping individuals and families navigate their financial futures with confidence. Her passion for service and personalized planning continues to make a positive impact on both clients and colleagues alike.
Dustin DeMerseman
Dustin’s ability to simplify complex financial concepts and guide clients with clarity, care, and professionalism has earned him the trust of those he serves. His commitment to delivering meaningful results makes him a valued advisor and leader.
Irma Montes
Irma’s passion for financial education and advocacy within the Hispanic community continues to set her apart. Through her inclusive and relationship-driven approach, she empowers clients to make informed financial decisions with confidence.
Jay Patel
Jay combines technical expertise with a highly personalized planning experience. His forward-thinking mindset and dedication to client education help individuals and families prepare for every stage of life and financial growth.
A Culture of Excellence
This recognition reflects Peachtree Planning’s continued commitment to developing exceptional financial professionals and fostering a culture built on integrity, collaboration, and client-first service. We are honored to see Russell, Molly, Dustin, Irma, and Jay recognized for their dedication, leadership, and contributions to the financial well-being of families and businesses throughout Georgia.
Please join us in congratulating these outstanding advisors on this tremendous achievement and well-deserved recognition!