Our Locations
Find A Team Member
- Alfred P. Robertson, CLU®, ChFC®
- Alan D. Lott, MBA
- Alan Banks, MBA, CExP
- Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
- Andrew J. Meehan, CLU®, CHFC®, AEP
- Anna Acker
- Balen Ebert
- Ben Vander Wal
- William (Bill) Coffey, FLMI
- Billy Haley
- D. Bradley Stonecipher
- Brady Borella
- Brian M. Holmes, RICP®, CExP®
- Brooks M. Gregory, RICP®, ChFC
- Charlie Buffington, ChFC®
- Chris Ellington CLU®, ChFC®, CFP®, RICP®
- Chris Whitman, MBA, ChFC® CExP™ CEPA®
- Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
- Clay McDowell, ChFC
- Daniel Mills
- Dara Davis
- Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
- David Rogers, RICP
- David Gibson, MBA
- David Walker, CRPC® CEPA®, Insight Alliance
- Derek Granger
- Devon Green
- Dibyendu De, Ph.D.
- Don Myre
- Donald G Thibeault Jr
- Donny Crass
- Drew Hawkins
- Drew Sliwinski
- Dustin A. Dawes, CLU®, ChFC®, CExP
- Dustin DeMersseman
- Earl Schreiber
- Emily Gibson
- Garrett Smith
- Garrett Williamson, CFP®
- S. Gene Lee, ChFC®, RICP®
- Grant E. Segal, CRPS
- Grant Ramares
- Hubert Cooke, III
- Irma Montes
- Jack Banda
- Jack Richardson
- Jacob de Bruijn
- James Gnefkow, JD, LLM, MBA, CExP
- Jason Gaskins, CExP
- Jay Milam
- Jay Patel
- Jennifer Trout
- Jennifer Deal
- Jennifer Howe
- Jillian Holmes
- James M. Caswell, III, CFP®
- John E. Hill, JD*, LLM
- John McCollum, CFP®, CExP™
- John Shevlin
- John A. Spann IV, CExP, CFP®, CLU®
- Jonathan Palk
- Jonathan Worley
- Jonathan Spahn
- Joseph Ladun
- Josh Cobb, CFP®
- Josh Greer
- Keays Bass
- Keith Dykes
- Keith Kail
- Kevin J. Linsey, CLU®, ChFC®
- Lamar Barden, MSFS, LUTCF
- Leslie Janssen, CExP
- Mark Burkholder
- Mark Schmidt
- Matt Justice
- Matt Hammel
- Michael LaHurd
- Thomas M. (Mike) Oates
- Molly Bruning
- Nabila Naeem
- Nicholas A. Monterroso
- Nick Johnson
- Patrick Moore
- Paul DeMersseman
- Paul J. Fochler, II
- Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
- Paul L. Johnson, Jr., CFP®
- Peter Cantwell
- Ramon Brown
- Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
- Rob Harbison, CLU®, ChFC®, RICP®
- Robert Pillow
- Robert Mathis, CLU®
- Russell Bolton
- Ryan Vorhies
- Ryan Calhoun
- Ryan Barry
- Sam Robinson, CPA, CFP®
- Sarah Dozier
- Sashana Whyte
- Seth M. von Kuhn, WMCP, RICP®
- Solomon M. Kafoure, CExP
- Stan Helm
- Tanner Dean
- Tim Giarra, ChFC®
- William Martin, Jr.
What does Peachtree Planning do?
Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners. We help clients create, implement, and maintain personalized strategies designed to maximize their time, money, and long-term impact.
Who do you work with?
We work with individuals, families, and business owners at all stages of life—from those just getting started to those planning for retirement and beyond. Our clients are looking for a long-term partner to help them make confident financial decisions.
What services do you offer?
Our services are designed to address every stage of your financial life, including:
- Financial planning
- Wealth management, wealth planning
- Retirement planning
- Risk management (life insurance, disability insurance, and income protection)
- Business planning strategies
- Legacy and estate considerations
- Estate planning
Our approach is comprehensive—focused on building a strategy, not just recommending products.
What locations do we serve?
The Southeast that includes, Georgia, Alabama, South Carolina, Tennessee (Atlanta, Birmingham, Brentwood/Nashville, Greenville)