|

Home

|

Member Home

|






 

 
                     

Calendar

|

Leadership

|

Membership

|

Resources

|

Sponsorship

|

Contact Us

                     
 
 
Board of Directors
Teams
Leadership Message



 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Board of Directors

 
   
 

Chairman
Tom Hebrank, CFP®

4180 Providence Rd.
Suite 300
Marietta, GA 30062
Phone: 770-579-8881
Fax: 678-815-0890

     
 
 

President
Darlene VanBeek, CFP®

25 Park Place, NEM C 210
Atlanta, GA 30303
Phone: 404-658-4851
Fax: 404-827-6872

     
 
 

President-Elect
Kendall Borchardt

Lindner Capital Advisors, Inc.
600 Village Trace
Building 23, Suite 300
Marietta, GA 30067
Phone: 770-977-7779
Cell: 678-480-7054 

     
 
 

Secretary
Dean Yarbrough

Six Concourse Pkwy.; Suite 2600
Atlanta, GA 30328
Phone:  770-512-3527
Fax:  770-399-5469

     
 
 

Treasurer
Darrin S. Cohen, CFP®, CRFA

5755 North Point Parkway
Suite 232
Alpharetta, GA 30022
Phone: 678-739-0175
Fax:: 678-739-0184

     
 
 

Membership Director
Melissa Liu, CFP®

Kays Financial Advisory Corp.
200 Galleria Pkwy.
Suite 1150
Atlanta, GA 30339
Phone: 770-951-9001
Fax: 770-951-0902

     
 
 

Professional Liason
Tom Gould, Attorney-at-Law of Counsel, CFP®

Caldwell & Watson, LLP
5825 Glenridge Dr. NE
Building Two Suite 200
Atlanta, GA 30328
Phone: 404-843-4107
Fax: 404-843-2737

     
 
 

Public Awareness
Laura J. LaTourette, CFP®

North Georgia Wealth Management Group
81 Crown Mtn. Place
Building A Ste. 500
Dahlonega, GA 30533
Phone: 706-864-8631
Fax: 706-867-8667

     
 
 

Public Relations
Large Firm Liaison Co-Chair

James Daniel, CFP®

The Advisory Firm, LLC
12600 Deerfield Pkwy.
Suite 100
Alpharetta, GA 30004
Phone: 678-566-3711
Fax: 678-302-6399

     
 
 

Public Relations
Large Firm Liaison Co-Chair

Gary Rubin

100 Foal Dr.
Roswell, GA 30076
Phone: 404-783-0623
Fax: 678-795-1192

     
 
 

Corporate Partnerships
Andres M. Romero, ChFC, CFP®

Madison Financial Group
4151 Ashford Dunwoody Road, Suite 500
Atlanta, GA 30319
Phone: 770-612-6335
Fax: 770-955-0725
 

     
 
 

Education/Programs
Steve Reents, CFP®

4045 Orchard Rd., SE; Suite 220
Smyrna, GA 30080
Phone: 770-333-0113
Fax: 770-333-9557

     
 
 

Career Development
LaToya K. Ware-Parker, CFP®

2265 Roswell Rd.; Suite 401
Marietta, GA 30062
Phone: 770-973-4000 ext. 32
Fax: 770-973-1480

     
 
 

Pro-Bono
Lee Pence, CFP®, CSA, AAMS

1217 Saddle Ridge Ct.
Kennesaw, GA 30144
Phone: 678-354-9353
Fax: 678-354-1458

     
 
 

Government Relations/Ethics
Large Firm Liaison Co-Chair

Shawn Meade, CFP®, CPA, MS

Redwood Wealth Management, LLC
4555 Mansell Rd.
Suite 210
Alpharetta, GA 30022
Phone: 678-527-2800
Fax: 678-527-2801

     
 
 

Student Council Liaison
Meghan Shepard

University of Georgia
205 Dawson Hall
Athens, GA 30602
Phone: 770-317-7634
 

 

     
 
 

Technology
Mark Koppelmann, CFP®

FinancialConnex, LLC
903 Rising Trace
Woodstock, GA 30189
Phone: 888-605-0555
 

     
 
 

Executive Director
Gina Grantham, CAE

248 Creekstone Ridge
Woodstock, GA 30188
Phone: 770-516-8322
Fax: 770-516-0236