Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.

With the Signature Wealth Management Group, you have a partner and ally qualified to help strengthen your financial future. Yet your relationship with us is about much more than investing money. It’s about sharing your aspirations and building a relationship with your financial advisor. After completing a detailed financial plan, we will introduce you to one of the Signature Investment Management Strategies – a unique blend of financial instruments that could match your investment attitudes and your own individual income goals. Before you engage in an investment relationship with us, we will fully explain these three things: how it works, the risks involved and the costs of our services. We will keep your financial plan simple and help you clearly understand your investment choices. Our approach to planning isn’t based on financial transactions; it’s based on a personal commitment. It’s about honoring our relationship with you and being fully invested in your success. It’s about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph and every challenge. We would welcome a connection if: 1. You want to hear more about our wealth management process 2. You are interested in customized financial advice and guidance 3. You are a doctor, executive, business professional or Southern Company employee 3625 Cumberland Blvd. SE Suite 1485 Atlanta, GA 30339 678-932-2500

Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, and Justin are CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. We are only paid by our clients and this ensures that we are always on the same side of the table as they are. Plus, our advisors invest in the exact same things as our clients with their own personal money. Our firm seeks to assist you with managing your investments and everything else that impacts your wealth accumulation and helps you to reach your personal goals. GIA provides guidance and confidence in your financial plan from a team your family can trust. Because we care deeply about our clients' quality of life, we work as a unique ability team to help guide you to live a more fulfilled life. Our vision is to see your family empowered with the confidence that your legacy will last for generations. At the end of the day, time is your most valuable asset, we aim to allow you to spend more time the way you want. Partnering with you by taking responsibility for your investment management allows you to have more time and ensures that your goals and finances are integrated together. We have learned over time that money does not make people happy but it does allow you to do the things you love and to create memories for your family and the people you love. Accomplishing these types of goals can only be done with planning and discipline. *We come highly recommended by our clients (5-star google and yelp reviews) plus, voted #1 by around Woodstock for 4 years, and we are endorsed by Dave Ramsey and Smartvestor Pro. Reach out and set up an intro call by clicking on our link to our website if you are interested to see how our team can benefit you!

For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.

A unique financial services company that believes a purposed life stems from the root of financial confidence. Allow us to join your journey to help you discover and run towards what makes your life meaningful in your current and future seasons of life. *Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Our firm is an Independent Registered Investment Advisor. We act exclusively in partnership with high net worth and corporate clients. We are in a position to do that and pride ourselves on strong personal interaction with our clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for our clients. We charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.

Researched and analyzed matters of structured finance for a consultant specializing in legal cases stemming from the credit crisis

Having the right partner to help plan and implement your financial strategy is crucial. Our combined expertise, perspective, and experience to attain your goals and future endeavors. Investment advisory services offered through Paces Ferry Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

We serve professional organizations, small business and select individuals who have faith in us, and value our knowledge and experience. We believe customized asset allocation coupled with appropriate investment vehicles is the key to managing wealth. Securities and investment advisory services offered through FSC Securities Corporation, (FSC). Member FINRA/SIPC, and a registered investment advisor. FSC, is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Browne, Draper and Land Financial Concepts is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

At our firm, we have the client - and only the client - in mind. Founded in 1996, Vining Financial Services, Inc. has officially changed its name to Incompass Financial Partners on October 1, 2020. We feel the name change better articulates our values as well as what we believe are the “building blocks” to a successful partnership with you. Specifically, the scope of the relationship we have with you - Integrated. Our approach in how we serve you - Invested. And the culture we strive for in working with you - Involved. Our company will continue to operate in its current state with our current staff and will continue to successfully serve clients in East Cobb, Atlanta, the greater Atlanta area and the states we are licensed in. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory Services offered through Incompass Financial Partners, LLC. Incompass Financial Partners, LLC is not affiliated with Triad Advisors, LLC.