Four Peachtree Planning Advisors Named 2025 Top Advisors Under 40 in Georgia
Peachtree Planning is proud to announce that four of our outstanding advisors—Russell Bolton, Dustin DeMerseman, Irma Montes, and Jay Patel—have been named among the NAIFA-Georgia 2025 Top Advisors Under 40 in Georgia. This prestigious recognition highlights their commitment to excellence, leadership, and the impactful service they provide to clients across the state.
Presented annually, the Top Advisors Under 40 list honors professionals who are not only excelling in their careers but also making a difference in their communities and shaping the future of financial planning. Each of these individuals exemplifies the core values of Peachtree Planning through their integrity, innovation, and unwavering client focus.
Meet Our Honorees:
Russell Bolton
Russell is known for his strategic approach to helping clients build long-term financial security. With a strong focus on comprehensive planning, he consistently delivers thoughtful solutions tailored to individual and business needs.
Dustin DeMerseman
Dustin’s reputation is built on trust and results. His ability to break down complex financial concepts and guide clients with clarity and care has earned him deep client loyalty and this well-deserved recognition.
Irma Montes
Irma’s leadership in the Hispanic community and passion for empowering individuals through financial education set her apart. Her culturally responsive and inclusive approach to financial planning continues to inspire both clients and peers.
Jay Patel
Jay combines technical expertise with a personal touch, helping clients achieve financial success across generations. His dedication to innovation and education ensures clients are well-prepared for life’s milestones.
A Culture of Excellence
This recognition reflects Peachtree Planning’s continued investment in developing top talent and fostering a culture where advisors thrive. We are thrilled to see Russell, Dustin, Irma, and Jay celebrated for their hard work and dedication to the financial well-being of families and businesses throughout Georgia.
Please join us in congratulating these exceptional financial professionals on this tremendous honor!
National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business. A Financial Advisor must be registered as an investment advisor representative with PAS providing investment advisory services. This awards is not issued by Guardian or its subsidiaries.