Broker Check

Our People

DARRELL L. “CORKY” DAWES, CLU®, CHFC®, CExP

Chief Executive Officer

404-260-1636

404-260-1736

Darrell.Dawes@peachtreeplanning.com

Mr. Dawes was born in Peoria, Illinois and raised in Miami, Florida. He graduated from The University of Tennessee in Martin and then became a High School Teacher and Football Coach for seven years before entering the insurance...

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D. Bradley Stonecipher

President

404-260-1608

404-260-1708

brad.stonecipher@peachtreeplanning.com.

Brad has over 30 years experience in the financial services industry. He was previously employed with Trust Company Bank, Merrill Lynch, and Robinson Humphrey, before joining Peachtree Planning in 1995. Brad serves as President of...

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ANDREW J. MEEHAN, CLU®, CHFC®

President Distribution

205-313-6722

andy.meehan@peachtreeplanning.com

Andy Meehan is President-Distribution of Peachtree Planning, an Atlanta based, regional planning firm with over 100 advisors in 3 states. He is responsible for attracting and developing advisors who serve affluent families and...

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Josh Cobb, CFP®

Vice President

404-260-1642

Josh_Cobb@peachtreeplanning.com

Cash flow is everything: without it, you have nothing. Josh’s greatest skill is being able to work with folks and help them to identify what can impair that cash flow while they are working and when they decide..

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Robert Mathis CLU®

Founder and CEO, Emeritus (1946-2020)

Bob had a vision when starting Peachtree Planning in 1987 to be the preeminent comprehensive financial services firm in the Southeast.

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John E. Hill, JD*, LLM

Senior Executive Vice President, Advanced Planning, Peachtree Planning / President, Emeritus Peachtree Planning

404-260-1616

404-260-1716

John.E.Hill@peachtreeplanning.com

John graduated from the University of Virginia in 1971 and received his J.D. degree from the University of Georgia in 1974. He was in a private legal practice for eight years before joining an Atlanta-based firm specializing in...

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James Gnefkow, JD, LLM, MBA

Director of Advanced Planning

404-260-1630

404-260-1730

james.gnefkow@peachtreeplanning.com

James is Executive Vice President of Advanced Planning for Peachtree Planning where his responsibilities include designing advanced planning strategies, working closely with business owners and high net-worth families.

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Alan D. Lott, MBA, CExP

205-313-6721

alan.lott@peachtreeplanning.com

Alan has been serving the Birmingham financial services industry for over 30 years.  Upon graduating from Auburn University in 1988, he has spent the majority of his time serving the owners of commercial and corporate banking clients 

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Alan Banks

Vice President

615-855-3350

alan_banks@glic.com

Alan T. Banks has been providing sound financial advice to his clients with the Guardian Life Insurance Company of America since 1982.

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Allen Floyd

404-260-1652

404-260-1752

allen.floyd@peachtreeplanning.com

Financial Representative of Guardian.

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Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️

706.234.7468

706.234.0099

ande@clocktowerwealthmanagement.com

Ande began working in the financial industry over twenty-seven years ago specializing in personal finance and wealth building for individuals and business owners.

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Andrew Andreotta

615.376.8334

andrew.andreotta@peachtreeplanning.com

Andrew has been providing sound financial products and services to his clients since 2016.

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Andrew Loach

404-790-9307

404-260-1778

andrew.loach@peachtreeplanning.com

Andrew provides sound financial strategies to his clients. As a former Education major, Andrew cares about truly connecting with his clients.

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Arun Misra

404-861-8754

arun.misra@peachtreeplanning.com

Arun Misra, has been providing sound financial strategies and services to his clients since 1985, for over 30 years in Atlanta.

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William (Bill) Coffey, FLMI

Vice President

404-260-1641

404-260-1741

Bill.Coffey@peachtreeplanning.com

Bill Coffey was born and educated in Dublin, Ireland.  Having established a financial planning firm while still in his twenties, Bill came to the United States in 1982.

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Charles "Billy" Haley

615-905-8172

615-376-8319

billy_haley@peachtreeplanning.com

Billy has been in the financial services industry since 2009. Billy is a native of Nashville, Tennessee graduating from Father Ryan High School.

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Billy Simmons

Managing Director

276-791-9212

billy.simmons@peachtreeplanning.com

Billy has been providing sound financial strategies to his clients since 2003. He graduated with a Bachelor of Science degree with majors in Finance and Marketing from the University of Virginia at Wise.

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Bret Waering

615-376-8340

Bret_Waering@peachtreeplanning.com

Bret Waering has been working with his clients toward their identities since 2012. His focus on coordinating all areas of clients’ financial lives as critical tools affords them freedom to grow into who they aspire to be.

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Brian Holmes, RICP

404.260.1650

404.260.1750

brian.holmes@peachtreeplanning.com

Since 2009, Brian has built an advisory business which provides thorough and comprehensive financial guidance to clients across the country. He works primarily with business owners, as well as corporate executives and professionals.

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Brooks M. Gregory, RICP®

404-260-1640

404-260-1740

Brooks_Gregory@peachtreeplanning.com

Brooks has been serving his clients best interests since 1994.  He graduated with a BA in economics from Denison University in Granville, Ohio.

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Casia Phillips

615-376-3738

casia.phillips@peachtreeplanning.com

Casia Phillips, graduated with a BA in History, and minors in Political Science and Education.  As a former teacher, Casia found a parallel between education and finance.

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Charlie Buffington, CFP®, ChFC®

404.260.1638

404.260.1738

charlie.buffington@peachtreeplanning.com

Charlie Buffington has been providing sound financial advice to his clients since 1989. He graduated with a BBA in Accounting from the University of Georgia Terry College of Business. 

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Chase Burden

256-558-8224

chase.burden@peachtreeplanning.com

Chase has been providing sound financial strategies to his clients since 2020. He graduated with a Bachelor's degree in Commerce and Business Administration from the University of Alabama. 

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Chris Ellington CLU®, ChFC®, CFP®, RICP®

Vice President

770-366-6916

770-998-5327

chrisellington@wcatl.com

Chris Ellington holds an Economics degree from Auburn University and has achieved the designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and Retirement Income Certified Professional.

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Christopher Pierce, CFP®, ChFC®, RICP®, CExP™

843-412-7798

Christopher.Pierce@peachtreeplanning.com

Christopher has been in the financial services industry since 2008.  He graduated Summa Cum Laude from the College of Charleston with a degree in finance..

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Clay McDowell

205-313-6707

clay.mcdowell@vindexfinancialpartners.com

Clay graduated from the University of Alabama in 2013. He came to love the financial services business by watching his father, T.O. McDowell, operate his business.

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Connor Laubenthal

404-831-0857

connor.laubenthal@peachtreeplanning.com

Connor Laubenthal provides financial strategies and services for his clients. He graduated with honors from Georgia Southern University with a BBA in Finance and a BBA in Economics.

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Daniel Mills

Financial Representative

615-376-3738

daniel.mills@peachtreeplanning.com

Mr. Mills brings twenty-eight plus years of industry experience to his role as Managing Director for Peachtree Planning.

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Dan Pace

917.757.3447

dpace@glic.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian, California license #0I78270

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Dara Davis

404.260.1683

404.260.1783

dara.davis@peachtreeplanning.com

Dara Davis has been providing sound financial advice to her clients since 1999. She graduated with a Bachelor of Science in Business Management from the William Paterson University.

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David Rogers

404-260-1686

david.rogers@peachtreeplanning.com

David F. Rogers joined Peachtree Planning in 2017 from the Private Client Group of J.P. Morgan Securities, where he worked with high-net worth families as only one of forty advisors throughout the Southeast. 

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David Walker

615-902-3643

615-376-8351

David_Walker@InsightAlliance.com

David joined Insight Alliance in March of 2013 after spending the previous two years with Merrill Lynch in Nashville.  He heads the dentist/physician services division of the practice.

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David Gibson

770-897-4913

david.gibson@peachtreeplanning.com

People choose to work with David because they trust him.  He takes the time to find out what is important to his clients and their personal goals for their money. 

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Derek Granger

706.718.8349

615.376.3763

derek.granger@peachtreeplanning.com

Derek Granger has been providing sound financial advice to his clients since 2012.

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Derrick Lepkowski

615.376.3746

derrick.lepkowski@peachtreeplanning.com

Mr. Lepkowski was born in Watertown, NY and raised in Atlanta, GA. He studied Business Management at Kennesaw State and Georgia State College.

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Dibyendu De, Ph.D.

770.330.5849

dibyendu.de@peachtreeplanning.com

Dibyendu De is an experienced financial representative who helps clients in ensuring financial security for themselves and for future generations.

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Don Myre

205-937-5330

don.myre@peachtreeplanning.com

Don joined Peachtree Planning in early 2013 after a 20 plus year career in the life and health insurance industry. 

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Doreen Waugaman

Life and Disability Income Specialist

Dustin A. Dawes, CLU®, ChFC®, CExP

615-376-3736

615-376-3737

Dustin.Dawes@peachtreeplanning.com

I was introduced to the phrase “Living Your Best Life” a few years ago and ever since I have been focused on helping others do just that!

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Earl Schreiber

219.406.1038

earl.schreiber@peachtreeplanning.com

Earl began his career with Peachtree Planning in 2021, after working as a business professional for several years. He has over 25 years’ experience where he acquired, renovated, and managed residential income properties..

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Eric Schell

615.376.3738

eric.schell@peachtreeplanning.com

Eric began his career with Peachtree Planning in 2021, after working as an annuity consultant for advisors in Northeast Pennsylvania.

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Gage Young

334.740.4179

gage.young@peachtreeplanning.com

Dylan “Gage” Young provides services and strategic financial solutions for his clients that cater to their personal and unique financial goals.

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Garrett Smith

404-260-1656

404-260-1756

garrett_smith@peachtreeplanning.com

Garrett Smith has been in the financial services industry for over 30 years.  He is a graduate of the University of Virginia. 

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Garrett Williamson, CFP®

612-616-6589

garrett.williamson@peachtreeplanning.com

At an early age, my parents encouraged me to learn about the value of money.

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S. Gene Lee, ChFC®, RICP®

770-386-6304

770-386-1058

gene.lee@peachtreeplanning.com

Since 1989, people have been working with Gene Lee because they know that he cares about doing what’s right for his clients and they trust him. 

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Geoffrey R. B. Herring

615.594.5735

615.376.8313

geoffrey.herring@peachtreeplanning.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Peachtree Planning is not an affiliate or subsidiary of Guardian.
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Grant E. Segal, CRPS

770-998-5327

grantsegal@wcatl.com

Grant E. Segal has been providing sound financial advice to his clients since 1994. He graduated with a BS degree from Florida State University where he competed on the varsity swimming and diving team. 

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Heather Mostyn

404.260.1651

404.260.1751

heather.mostyn@peachtreeplanning.com

Heather joined Peachtree Planning in 2015 providing sales support and service for Brian’s team. Her favorite part of her job is working directly with clients and being able to watch them reach their financial goals. Heather has a...

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Hubert Cooke, III

706-854-8877

706-854-1650

Hubert.Cooke@peachtreeplanning.com

Hubert has been providing sound financial advice to his clients since 1974.  He graduated with a bachelor’s degree in Economics from Wofford College in Spartanburg, South Carolina.

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Jason Gaskins

478-471-6166

478-471-6258

Jason_Gaskins@peachtreeplanning.com

Jason has been providing sound financial strategies to his clients since 2008. He graduated with a BBA in Business Management from Mercer University in 1996.

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Jay Milam

770-386-6304

770-386-1058

jay.milam@peachtreeplanning.com

Jay has been providing sound financial advice to his clients since 2005.

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Jennifer Trout

Marketing Specialist

Jennifer Black

Life Underwriter

Jennifer Deal

TN Life Underwriter

Jennifer Howe

jennifer.howe@peachtreeplanning.com

Jennifer graduated from Clemson University in 2018 with a BA in Psychology, which has taught her the value of strong relationships. She joined Peachtree Planning at the end of 2020 as an Assistant to Brian Holmes. She is passionate...

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Jillian Mastrofrancesco

404-260-1613

jillian.mastrofrancesco@peachtreeplanning.com

Jillian Mastrofrancesco provides financial strategies and services for her clients. She graduated from the College of Charleston in Charleston, South Carolina with a BS in International Business. 

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James M. Caswell, III, CFP®

Vice President

404.260.1610

404.260.1711

james.caswell@peachtreeplanning.com

Jim has been providing sound financial strategies to his clients since 1984. He also earned the Certified Financial Planning designation in 1984.

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John McCollum, CFP®, CExP™

Vice President

706-650-9056

706-854-1650

John.McCollum@peachtreeplanning.com

John McCollum graduated from the University of Georgia with a degree in Economics. 

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John Spivey

478-471-6166

478-471-6258

john.spivey@peachtreeplanning.com

John Spivey has been providing sound financial advice to his clients since 1984. 

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Jon Eric Dodd

478.845.4023

joneric.dodd@peachtreeplanning.com

As a Financial Representative, Jon Eric works with his clients to provide comprehensive financial planning, with a focus on retirement planning, estate planning, financial efficiency and risk analysis. 

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Justin Kaemmerer

615.376.8334

615.376.8335

justin.kaemmerer@peachtreeplanning.com

Financial Representative of Guardian

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Keays Bass

404-260-1682

keays.bass@peachtreeplanning.com

As a Financial Representative with Peachtree Planning, Keays works with his clients to provide comprehensive financial guidance, with a focus on retirement planning, estate planning, and insurance analysis. 

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Keena Durham

Accounting Administrator

Keith Dykes

Executive Vice President

404-260-1600

404-260-1772

Keith.Dykes@peachtreeplanning.com

Keith Dykes was born and raised in Macon, GA. He graduated from the UGA in 1991 and worked for nearly two years with a national employee benefits company as a sales representative covering the state of Georgia ....

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Kevin J. Linsey, CLU®, ChFC®

Vice President

404-260-1657

404-260-1757

kevin.linsey@peachtreeplanning.com

For over 20 years, people have been using Kevin Linsey, CLU®, ChFC® because of his commitment and dedication to their financial wellbeing.

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Lamar Barden, MSFS, LUTCF

706-234-7468

lamar@clocktowerwealthmanagement.com

Dr. Barden has been in the financial industry for more than 25 years. He has a passion for helping people build long-term wealth and financial confidence.

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Leslie Janssen

615.472.8223

leslie.janssen@mycompassadvisor.com

Leslie Janssen has resided in Tennessee since 2003.  After growing up on a farm in southwest Missouri she attended Oklahoma Baptist University and graduated with a BA in Exercise Science and a minor in Business Management.

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Mark Burkholder

Financial Specialist, Vice President

205.965.3437

mark.burkholder@peachtreeplanning.com

Mark spent 15 years managing a successful private business before he began his career in financial services with  Peachtree Planning in 2009.

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Mark Schmidt

615.376.8324

mark.schmidt@peachtreeplanning.com

Mark’s focus is to make a meaningful difference in the lives of the families and businesses he connects with.  The purpose that drives him, comes from years of working with closely-held businesses and individuals..

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Mary Myers

803.292.2645

706.854.1650

mary.myers@peachtreeplanning.com

Registered Representative of Park Avenue Securities LLC (PAS)

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Matt Justice

Vice President

404.260.1649

404.260.1749

Matt.Justice@peachtreeplanning.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.

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Matthew M. Priester

404.428.1143

matthew.priester@peachtreeplanning.com

Matthew has been providing sound financial strategies to his clients since 2020.

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Melissa Harrison

Office Manager & Executive Assistant to Andy Meehan, Alabama

205.313.6724

Melissa Landry

Office Manager & Executive Assistant to Corky Dawes, Tennessee

Mendel Kornfeld

404-260-1664

404-260-1764

mendel.kornfeld@peachtreeplanning.com

Mendel Kornfeld has been providing sound financial advice to his clients since 2007. 

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Michael LaHurd

205-313-6705

michael.lahurd@vindexfinancialpartners.com

Mike graduated with a Master’s Degree in Finance from The University of Alabama in 1991. 

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Mike Fields

770-386-6304

770-386-1058

Mike.Fields@peachtreeplanning.com

Michael (Mike) Fields is a Georgia native having lived in every corner of the state, and in Cartersville since 1992.

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Thomas M. (Mike) Oates

Vice President

601-764-2132

mike_oates@glic.com

Mike has been providing sound financial strategies to his clients for over twenty-five years.

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W. Milam Turner III

205.533.9452

milam.turner@peachtreeplanning.com

Milam Turner graduated in 1987 with a B.A. in Economics from Washington & Lee University in Lexington, VA.  After graduation, Milam worked for Trust Company Bank in Atlanta in their Management Training Program.

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Nicholas Bucher

615.376.8312

615.376.8313

nicholas.bucher@peachtreeplanning.com

Born and raised in the Midwest, Nick spent most of his life in Maple Grove, Minnesota. Nick graduated from Belmont University in December 2018 with a Bachelor’s of Administration in Economics. While attending Belmont, he was...

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Nina Weaver

Administrative Assistant to Corky Dawes and Brad Stonecipher

Noah Smith

706.614.3899

noah.a.smith@peachtreeplanning.com

Noah Smith has been providing sound financial strategies to his clients since 2021.

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Patrick Moore

615-476-3332

Patrick.Moore@mycompassadvisor.com

Pat is a native of Nashville TN and graduated from Auburn University in 1972 with a Bachelor of Science in Finance.

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Paul DeMersseman

Vice President

706-354-8302

Paul.Demersseman@peachtreeplanning.com

Paul DeMersseman graduated from The University of Georgia in 1976 with a Bachelor of Business Administration degree in Risk Management and Insurance. 

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Paul J. Fochler, II

Agency Control Officer

404.260.1671

paul.fochler@peachtreeplanning.com

Paul joined Peachtree Planning in 2013 to help the people around him by providing sound financial strategies. 

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Paul M. Glowienke, MBA, CFP®, ChFC

615.376.8330

paul.glowienke@peachtreeplanning.com

Paul has been providing sound financial strategies to his clients since 2003. Paul proudly maintains his Certified Financial Planner and Chartered Financial Consultant designations.

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Peter Cantwell, CFP®

Cantwell Financial Services, Inc.

423-586-7123

423-581-2589

Peter_Cantwell@glic.com

Peter Cantwell has been providing sound financial services to his clients since 1985.  He graduated with a Bachelor of Science from the University of Tennessee in Knoxville.  He is also a Certified Financial Planner®.

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Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA

615-902-3646

Randy_Whitman@InsightAlliance.com

Randy Whitman is the COO and co-founder of Insight Alliance. Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person’s life.

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Rio Valeriano

865.389.5659

615.376.8305

rio.valeriano@peachtreeplanning.com

Rio Valeriano has been providing sound financial products and services since 2004.

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Rob Harbison, CLU®, ChFC®, RICP®

706-237-6894

706-232-1515

rob.harbison@peachtreeplanning.com

People work with me because I genuinely care about them and their families...

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Sam Robinson, CPA, CFP®

334-790-0668

334-239-3532

sam.robinson@peachtreeplanning.com

Sam graduated from the Georgia Institute of Technology in 1977 and received his MBA from Georgia State University in Accounting and Finance in 1986.  He has been a CPA* since 1986 and he is also a Certified Financial Planner, CFP®. 

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Sam Mathis

404.260.1629

404.260.1729

Sam.Mathis@glic.com

Sam Mathis graduated from Queens University located in Charlotte, North Carolina in 2005, where he earned a Bachelor’s Degree in Business Administration.

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Sara Boudreaux

Vice President, Marketing and Recruiting Director

404.260.1622

sara.boudreaux@peachtreeplanning.com

Sarah Dozier

Vice President, Disability Income Specialist, Life Brokerage Manager

404-260-1627

404-260-1727

Sarah_Dozier@peachtreeplanning.com

Sarah is the Disability Income Specialist and Life Brokerage Manager for Peachtree Planning.  She is responsible for promoting and providing sales support and underwriting advocacy to our financial representatives and independent agents...

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Scott Shunnarah

205.313.6703

205.930.9430

scott.shunnarah@peachtreeplanning.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.

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Selena Merrill

404.260.1689

404.260.1789

selena.merrill@peachtreeplanning.com

Selena Merrill has been providing sound financial strategies to her clients since 2019. She graduated with a Master of Information Technology Degree from Kennesaw State University.  

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Seth M. von Kuhn

203.470.6344

seth.vonkuhn@peachtreeplanning.com

Seth began his career with Peachtree Planning in 2021 after working several years in real estate with Lima One Capital. Originally from Connecticut, he graduated from Clemson University in 2016 with a degree in Financial Management.

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Sharon Fike

Director of Disability Sales

Solomon M. Kafoure

Vice President

615.472.8223

615.376.8345

solomon_kafoure@peachtreeplanning.com

Solomon has lived in Nashville Tennessee for 18 years, where he has built a  practice serving people all across the nation in the complexities of business and estate planning.

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Tanner Terry

205.529.9554

tanner.terry@peachtreeplanning.com

Tanner has been providing sound financial strategies to his clients since 2020.

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Thomas Williams

404-260-1674

404-260-1774

Thomas.Williams@peachtreeplanning.com

Financial planning is one of what I call “the foundations for living your best life”. For me it’s a core belief shaped by my upbringing.

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Thomas Webb

205.313.6706

thomas.webb@peachtreeplanning.com

Thomas began his career in financial services in 2010 after he graduated with a BBA in Finance from Mississippi State University where he played football.

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Tim Giarra

615. 807.1816

Tim.Giarra@mycompassadvisor.com

Tim Giarra partnered with Solomon Kafoure and his firm back in 2017. At Compass Advisory Group, Tim works with business owners, families, and individuals to help them design a comprehensive plan..

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Valerie Richardson

Licensing and Contracting Coordinator

William Martin, Jr.

404-260-1643

404-260-1743

bill.martin@peachtreeplanning.com

William “Bill” Martin has been with Peachtree Planning since 1998.

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William Hays

843.833.0895

william.hays@peachtreeplanning.com

William Hays has been providing sound financial strategies to his clients since June of 2021. He graduated Magna Cum Laude from Wofford College with a Bachelor of Science in Finance.

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Winston Rose

404.260.1662

404.260.1762

winston.rose@peachtreeplanning.com

Winston has been providing financial strategies to his clients since 2006.

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Zach Murphy

404.260.1686

Zach.Murphy@peachtreeplanning.com

Zach Murphy provides financial strategies and services for his clients. He graduated with Summa Cum Laude from Auburn University with a BBA in Finance.

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Zackary J. Chichelo, J.D.

615.376.8352

615.376.8353

zack.chichelo@peachtreeplanning.com

Zack was born in South Florida and raised in Southern California. He attended school in Virginia, earning his bachelor’s degree in History from Washington and Lee University before moving back to California..

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