Our People
Find a Financial Professional
- Adrienne Allen
- Alan D. Lott, MBA, CExP
- Alan Banks
- Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
- Andrew Andreotta, CExP
- Andrew J. Meehan, CLU®, CHFC® AEP
- Antoinette Jenkins
- Arun Misra
- William (Bill) Coffey, FLMI
- Charles "Billy" Haley
- Bret Waering
- Brian M. Holmes, RICP®, CExP®
- Brooks M. Gregory, RICP®
- Cade Archer
- Carol Lindberg
- Charlie Buffington, CFP®, ChFC®
- Chris Ellington CLU®, ChFC®, CFP®, RICP®
- Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
- Clay McDowell
- D. Bradley Stonecipher
- Daniel Mills
- Dan Pace
- Dara Davis
- Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
- David Rogers
- David Gibson, CExP
- David Walker, Insight Alliance
- Davina Patterson
- Dean Jacobs, CExP
- Derek Granger
- Diana Gomez
- Dibyendu De, Ph.D.
- Don Myre
- Doreen Waugaman
- Drew Hawkins
- Dustin A. Dawes, CLU®, ChFC®, CExP
- Earl Schreiber
- Garrett Smith
- Garrett Williamson, CFP®
- S. Gene Lee, ChFC®, RICP®
- Geoffrey R. B. Herring
- Grant E. Segal, CRPS
- Heather Mostyn
- Hubert Cooke, III
- Irma Montes
- Jack Banda
- James Gnefkow, JD, LLM, MBA, CExP
- Jason Gaskins, CExP
- Jay Milam
- Jay Patel
- Jennifer Trout
- Jennifer Black
- Jennifer Deal
- Jennifer Howe
- Jillian Holmes
- James M. Caswell, III, CFP®
- John E. Hill, JD*, LLM
- John McCollum, CFP®, CExP™
- John Spivey
- John Shevlin
- John A. Spann IV, CExP CFP® CLU®
- Jon Eric Dodd
- Josh Cobb, CFP®
- Kabba Daramy, MBA, MPA
- Keays Bass
- Keith Dykes
- Kevin J. Linsey, CLU®, ChFC®
- Lamar Barden, MSFS, LUTCF
- Leslie Janssen, CExP
- Mark Burkholder
- Mark Schmidt
- Matt Justice
- Matthew M. Priester
- Melissa Harrison
- Michael LaHurd
- Thomas M. (Mike) Oates
- W. Milam Turner III
- Nathaniel Peete, MSM, DIA
- Nicholas Bucher
- Nina Weaver
- Patrick Moore
- Paul DeMersseman
- Paul J. Fochler, II
- Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
- Paul L. Johnson, Jr., CFP®
- Peter Cantwell, CFP®
- Piyusha Sanyashiv
- Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
- Rio Valeriano
- Rob Harbison, CLU®, ChFC®, RICP®
- Rob Lawrence
- Robert Mathis CLU®
- Roger Clapp
- Ryan Vorhies
- Ryan Calhoun
- Sam Robinson, CPA, CFP®
- Sam Mathis
- Sarah Dozier
- Sarah Knuckles-Morgan
- Scott Shunnarah
- Scott Blade
- Seth M. von Kuhn
- Sharon Fike
- Solomon M. Kafoure, CExP
- Thomas Webb
- Tim Giarra
- Tom Maier
- Tyler Johnson
- Tyler W. Hinson
- Will Hollenbach
- William Martin, Jr.
- Wilson Johnson, III
- Winston Rose
- Zackary J. Chichelo, J.D.

Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Learn More

Paying Tax Later Doesn't Always Mean Paying Less
This article explores the pros and cons of 401(k)s while explaining how your withdrawals could be taxed in retirement.
Learn More
Find a Financial Professional
- Adrienne Allen
- Alan D. Lott, MBA, CExP
- Alan Banks
- Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
- Andrew Andreotta, CExP
- Andrew J. Meehan, CLU®, CHFC® AEP
- Antoinette Jenkins
- Arun Misra
- William (Bill) Coffey, FLMI
- Charles "Billy" Haley
- Bret Waering
- Brian M. Holmes, RICP®, CExP®
- Brooks M. Gregory, RICP®
- Cade Archer
- Carol Lindberg
- Charlie Buffington, CFP®, ChFC®
- Chris Ellington CLU®, ChFC®, CFP®, RICP®
- Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
- Clay McDowell
- D. Bradley Stonecipher
- Daniel Mills
- Dan Pace
- Dara Davis
- Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
- David Rogers
- David Gibson, CExP
- David Walker, Insight Alliance
- Davina Patterson
- Dean Jacobs, CExP
- Derek Granger
- Diana Gomez
- Dibyendu De, Ph.D.
- Don Myre
- Doreen Waugaman
- Drew Hawkins
- Dustin A. Dawes, CLU®, ChFC®, CExP
- Earl Schreiber
- Garrett Smith
- Garrett Williamson, CFP®
- S. Gene Lee, ChFC®, RICP®
- Geoffrey R. B. Herring
- Grant E. Segal, CRPS
- Heather Mostyn
- Hubert Cooke, III
- Irma Montes
- Jack Banda
- James Gnefkow, JD, LLM, MBA, CExP
- Jason Gaskins, CExP
- Jay Milam
- Jay Patel
- Jennifer Trout
- Jennifer Black
- Jennifer Deal
- Jennifer Howe
- Jillian Holmes
- James M. Caswell, III, CFP®
- John E. Hill, JD*, LLM
- John McCollum, CFP®, CExP™
- John Spivey
- John Shevlin
- John A. Spann IV, CExP CFP® CLU®
- Jon Eric Dodd
- Josh Cobb, CFP®
- Kabba Daramy, MBA, MPA
- Keays Bass
- Keith Dykes
- Kevin J. Linsey, CLU®, ChFC®
- Lamar Barden, MSFS, LUTCF
- Leslie Janssen, CExP
- Mark Burkholder
- Mark Schmidt
- Matt Justice
- Matthew M. Priester
- Melissa Harrison
- Michael LaHurd
- Thomas M. (Mike) Oates
- W. Milam Turner III
- Nathaniel Peete, MSM, DIA
- Nicholas Bucher
- Nina Weaver
- Patrick Moore
- Paul DeMersseman
- Paul J. Fochler, II
- Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
- Paul L. Johnson, Jr., CFP®
- Peter Cantwell, CFP®
- Piyusha Sanyashiv
- Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
- Rio Valeriano
- Rob Harbison, CLU®, ChFC®, RICP®
- Rob Lawrence
- Robert Mathis CLU®
- Roger Clapp
- Ryan Vorhies
- Ryan Calhoun
- Sam Robinson, CPA, CFP®
- Sam Mathis
- Sarah Dozier
- Sarah Knuckles-Morgan
- Scott Shunnarah
- Scott Blade
- Seth M. von Kuhn
- Sharon Fike
- Solomon M. Kafoure, CExP
- Thomas Webb
- Tim Giarra
- Tom Maier
- Tyler Johnson
- Tyler W. Hinson
- Will Hollenbach
- William Martin, Jr.
- Wilson Johnson, III
- Winston Rose
- Zackary J. Chichelo, J.D.

Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
Chief Executive Officer


James Gnefkow, JD, LLM, MBA, CExP
Associate General Agent, Managing Director & Director of Advanced Planning

Andrew J. Meehan, CLU®, CHFC® AEP
General Agent Emeritus / President Distribution Emeritus

John E. Hill, JD*, LLM
General Agent Emeritus / President, Emeritus Peachtree Planning
John.E.Hill@peachtreeplanning.com




Brian M. Holmes, RICP®, CExP®
Senior Partner/Wealth Management Advisor

Sarah Dozier
Vice President, Disability Income Specialist, Life Brokerage Manager


Mark Burkholder
Financial Specialist, Vice President


Paul L. Johnson, Jr., CFP®
Director of Investments, Tennessee