Our People
DARRELL L. “CORKY” DAWES, CLU®, CHFC®, CExP
Chief Executive Officer
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...
D. Bradley Stonecipher
President
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...
ANDREW J. MEEHAN, CLU®, CHFC®
President Distribution
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...
Josh Cobb, CFP®
Vice President
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..
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.
John E. Hill, JD*, LLM
Senior Executive Vice President, Advanced Planning, Peachtree Planning / President, Emeritus Peachtree Planning
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...
James Gnefkow, JD, LLM, MBA
Director of Advanced Planning
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.
Alan D. Lott, MBA, CExP
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
Alan Banks
Vice President
Alan T. Banks has been providing sound financial advice to his clients with the Guardian Life Insurance Company of America since 1982.
Allen Floyd
404-260-1752
allen.floyd@peachtreeplanning.com
Financial Representative of Guardian.
Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️
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.
Andrew Andreotta
andrew.andreotta@peachtreeplanning.com
Andrew has been providing sound financial products and services to his clients since 2016.
Andrew Loach
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.
Arun Misra
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.
William (Bill) Coffey, FLMI
Vice President
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.
Charles "Billy" Haley
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.
Billy Simmons
Managing Director
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.
Bret Waering
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.
Brian Holmes, RICP
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.
Brittany Blevins
brittany.blevins@peachtreeplanning.com
Brooks M. Gregory, RICP®
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.
Casia Phillips
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.
Charlie Buffington, CFP®, ChFC®
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.
Chase Burden
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.
Chris Ellington CLU®, ChFC®, CFP®, RICP®
Vice President
770-998-5327
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.
Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
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..
Clay McDowell
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.
Connor Laubenthal
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.
Daniel Mills
Financial Representative
daniel.mills@peachtreeplanning.com
Mr. Mills brings twenty-eight plus years of industry experience to his role as Managing Director for Peachtree Planning.
Dara Davis
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.
David Rogers
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.
David Walker
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.
David Gibson
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.
Derek Granger
615.376.3763
derek.granger@peachtreeplanning.com
Derek Granger has been providing sound financial advice to his clients since 2012.
Derrick Lepkowski
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.
Dibyendu De, Ph.D.
dibyendu.de@peachtreeplanning.com
Dibyendu De is an experienced financial representative who helps clients in ensuring financial security for themselves and for future generations.
Don Myre
don.myre@peachtreeplanning.com
Don joined Peachtree Planning in early 2013 after a 20 plus year career in the life and health insurance industry.
Dustin A. Dawes, CLU®, ChFC®, CExP
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!
Earl Schreiber
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..
Eric Schell
eric.schell@peachtreeplanning.com
Eric began his career with Peachtree Planning in 2021, after working as an annuity consultant for advisors in Northeast Pennsylvania.
Gage Young
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.
Garrett Smith
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.
Garrett Williamson, CFP®
garrett.williamson@peachtreeplanning.com
At an early age, my parents encouraged me to learn about the value of money.
S. Gene Lee, ChFC®, RICP®
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.
Geoffrey R. B. Herring
615.376.8313
geoffrey.herring@peachtreeplanning.com
Grant E. Segal, CRPS
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.
Heather Mostyn
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...
Hubert Cooke, III
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.
Jason Gaskins
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.
Jay Milam
770-386-1058
jay.milam@peachtreeplanning.com
Jay has been providing sound financial advice to his clients since 2005.
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...
Jillian Mastrofrancesco
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.
James M. Caswell, III, CFP®
Vice President
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.
John McCollum, CFP®, CExP™
Vice President
706-854-1650
John.McCollum@peachtreeplanning.com
John McCollum graduated from the University of Georgia with a degree in Economics.
John Spivey
478-471-6258
john.spivey@peachtreeplanning.com
John Spivey has been providing sound financial advice to his clients since 1984.
Jon Eric Dodd
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.
Justin Kaemmerer
615.376.8335
justin.kaemmerer@peachtreeplanning.com
Financial Representative of Guardian
Keays Bass
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.
Keith Dykes
Executive Vice President
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 ....
Kevin J. Linsey, CLU®, ChFC®
Vice President
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.
Lamar Barden, MSFS, LUTCF
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.
Leslie Janssen
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.
Mark Burkholder
Financial Specialist, Vice President
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.
Mark Schmidt
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..
Mary Myers
706.854.1650
mary.myers@peachtreeplanning.com
Registered Representative of Park Avenue Securities LLC (PAS)
Matt Justice
Vice President
404.260.1749
Matt.Justice@peachtreeplanning.com
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.
Matthew M. Priester
matthew.priester@peachtreeplanning.com
Matthew has been providing sound financial strategies to his clients since 2020.
Mendel Kornfeld
404-260-1764
mendel.kornfeld@peachtreeplanning.com
Mendel Kornfeld has been providing sound financial advice to his clients since 2007.
Michael LaHurd
michael.lahurd@vindexfinancialpartners.com
Mike graduated with a Master’s Degree in Finance from The University of Alabama in 1991.
Mike Fields
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.
Thomas M. (Mike) Oates
Vice President
Mike has been providing sound financial strategies to his clients for over twenty-five years.
W. Milam Turner III
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.
Nathaniel Peete, MSM, DIA
Nathaniel.Peete@peachtreeplanning.com
Financial Representative of Guardian.
Nicholas Bucher
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...
Noah Smith
noah.a.smith@peachtreeplanning.com
Noah Smith has been providing sound financial strategies to his clients since 2021.
Patrick Moore
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.
Paul DeMersseman
Vice President
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.
Paul J. Fochler, II
Agency Control Officer
paul.fochler@peachtreeplanning.com
Paul joined Peachtree Planning in 2013 to help the people around him by providing sound financial strategies.
Paul M. Glowienke, MBA, CFP®, ChFC
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.
Peter Cantwell, CFP®
Cantwell Financial Services, Inc.
423-581-2589
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®.
Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
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.
Rio Valeriano
615.376.8305
rio.valeriano@peachtreeplanning.com
Rio Valeriano has been providing sound financial products and services since 2004.
Rob Harbison, CLU®, ChFC®, RICP®
706-232-1515
rob.harbison@peachtreeplanning.com
People work with me because I genuinely care about them and their families...
Sam Robinson, CPA, CFP®
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®.
Sam Mathis
404.260.1729
Sam Mathis graduated from Queens University located in Charlotte, North Carolina in 2005, where he earned a Bachelor’s Degree in Business Administration.
Sara Boudreaux
Vice President, Marketing and Recruiting Director
sara.boudreaux@peachtreeplanning.com
Sarah Dozier
Vice President, Disability Income Specialist, Life Brokerage Manager
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...
Scott Shunnarah
205.930.9430
scott.shunnarah@peachtreeplanning.com
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian.
Selena Merrill
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.
Seth M. von Kuhn
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.
Solomon M. Kafoure
Vice President
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.
Tanner Terry
tanner.terry@peachtreeplanning.com
Tanner has been providing sound financial strategies to his clients since 2020.
Thomas Williams
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.
Thomas Webb
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.
Tim Giarra
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..
William Martin, Jr.
404-260-1743
bill.martin@peachtreeplanning.com
William “Bill” Martin has been with Peachtree Planning since 1998.
William Hays
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.
Winston Rose
404.260.1762
winston.rose@peachtreeplanning.com
Winston has been providing financial strategies to his clients since 2006.
Zach Murphy
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.
Zackary J. Chichelo, J.D.
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..