Our People

Our People

The experienced financial professionals at Peachtree Planning have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial foundation for you and/or your business. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality.

Our Leadership Team

Darrell L. “Corky” Dawes, CLU®, ChFC®

Full Bio  Chief Executive Officer

D. Bradley Stonecipher

Full Bio  President

Andrew J. Meehan, CLU®, ChFC®

Full Bio  President Distribution

Robert Mathis CLU®

Full Bio  Founder and CEO, Emeritus

John E. Hill, JD, LLM

Full Bio  Senior Executive Vice President, Advanced Planning, Peachtree Planning / President, Emeritus Peachtree Planning Corporation

Alfred P. Robertson, CLU®, ChFC®

Full Bio  Senior Executive Vice President, Emeritus

Our Associates

A. B. C. D. E. F. G. H. I. J. K. L. M. N. O. P. Q. R. S. T. U. V. W. X. Y. Z.
Search for a Financial Representative by zip code
The key to Peachtree Planning's strength as a regional leader in financial services, has always been our dedicated and talented financial representatives.They are alphabetized by last name.

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  • James Gnefkow

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Bill Weston

    Full Bio 
    Address: 4256 Lomac St #100, Montgomery, AL 36106, USA
  • Christopher Lee

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Scott Sovereign

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Derek Granger

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Kevin Geraci

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Brian E. Wallace

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
  • Matthew Herriman

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Thad Wells

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Tim Giarra

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Jamie Olliff

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Harry E. Ward

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
  • Ken Goins

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
  • Chris G. Miller

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Glen McKinney

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Mayo M. Woodward, CRPC℠

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Kevin M. Stanko

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Trevor Knowles

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Will Galloway

    Full Bio 
    Address: 4256 Lomac St #100, Montgomery, AL 36106, USA
  • Dalton Boatright

    Full Bio 
    Address: 1612 Frederica Rd #201, Saint Simons Island, GA 31522, USA
  • Seth Adams, CFP®

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Caleb Turner

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Casia Phillips

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Chelsea Franks

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • David F. Rogers

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Dan Bogdan

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Judson E. Pyatt, CFP®

    Full Bio 
    Address: 100 N Main St, Goodlettsville, TN 37072, USA
  • W. Greg Carlisle, CLU®, ChFC®

    Full Bio 
    Address: 1323 Hargrove Rd E, Tuscaloosa, AL 35405, USA
  • Justin C. Crocker

    Full Bio 
    Address: 1323 Hargrove Rd E, Tuscaloosa, AL 35405, USA
  • Mendel Kornfeld

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Marsha N. Thompson

    Full Bio 
    Address: 5040 Roswell Rd, Sandy Springs, GA 30342, USA
  • Jeb Bell

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Mike Fields

    Full Bio 
    Address: 111 Leake St, Cartersville, GA 30120, USA
  • Scott Barton

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • A. Wade Lipscomb

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Chris Hall

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Tammy Donaldson

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Andrew Shibley

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Scott Harrison

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Steven Camping

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • John D. Richardson, RICP®

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Vu Nguyen

    Full Bio 
    Address: 3525 Walton Way Ext #201, Augusta, GA 30909, USA
  • Jon Eric Dodd

    Full Bio 
    Address: 3643 Vineville Ave, Macon, GA 31204, USA
  • Timothy R. Jester

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Alan Lott

    Full Bio 
    Address: 2151 Highland Ave #100, Birmingham, AL 35205, USA
  • Zac Olinger, CFP®

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Rio Valeriano

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Chuck Youree Jr.

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Thomas Williams

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
  • Chris Whitman

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Randy Whitman ChFC®, CFP®

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • David Walker

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Bret Waering

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Dwayne Vick

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Steve Stark Sr., CLU®, ChFC®

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • John Spivey

    Full Bio 
    Address: 3643 Vineville Ave, Macon, GA 31204, USA
  • Garrett Smith

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Dick Smith – Senior Vice President

    Full Bio 
    Address: 3643 Vineville Ave, Macon, GA 31204, USA
  • John Shevlin CPA

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Grant Segal

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Sam Robinson, CPA*, CFP®

    Full Bio 
    Address: 170 Belmont Dr #2, Dothan, AL 36305, USA
  • Lance Ridley

    Full Bio 
    Address: 1323 Hargrove Rd E, Tuscaloosa, AL 35405, USA
  • Mike Oates – Vice President

    Full Bio 
    Address: 601 Betty Cir, Quitman, MS 39355, USA
  • Ray Newman

    Full Bio 
    Address: 718 Oak St, Gainesville, GA 30501, USA
  • Don Myre

    Full Bio 
    Address: 2151 Highland Ave S, Birmingham, AL 35205, USA
  • Cain Myers

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Greg Moore

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Arun Misra Ph.D.

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
  • Jay Milam

    Full Bio 
    Address: 111 Leake St, Cartersville, GA 30120, USA
  • Clay McDowell

    Full Bio 
    Address: 2151 Highland Ave S, Birmingham, AL 35205, USA
  • John McCollum CFP® – Vice President

    Full Bio 
    Address: 3525 Walton Way Ext #201, Augusta, GA 30909, USA
  • Sam Mathis

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • William Martin Jr.

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Kevin Linsey CLU®, ChFC® – Vice President

    Full Bio 
    Address: 5040 Roswell Rd #100, Atlanta, GA 30342, USA
  • Gene Lee ChFC® – Vice President

    Full Bio 
    Address: 111 Leake St, Cartersville, GA 30120, USA
  • Mark Lanik

    Full Bio 
    Address: 9019 Overlook Blvd d, Brentwood, TN 37027, USA
  • Michael LaHurd

    Full Bio 
    Address: 2151 Highland Ave #310, Birmingham, AL 35205, USA
  • Solomon KaFoure

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Matt Justice – Vice President

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Dean Jacobs

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Brian Holmes

    Full Bio 
    Address: 500 Sun Valley Dr, Roswell, GA 30076, USA
  • Stan Helm

    Full Bio 
    Address: 500 Sun Valley Dr, Roswell, GA 30076, USA
  • Rob Harbison, CLU, ChFC

    Full Bio 
    Address: 1301 E 2nd Ave SE, Rome, GA 30161, USA
  • Billy Haley

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Brooks Gregory, RICP®

    Full Bio 
    Address: 5040 Roswell Rd #100, Atlanta, GA 30342, USA
  • David Gibson, MBA

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
  • Jason Gaskins

    Full Bio 
    Address: 3643 Vineville Ave, Macon, GA 31204, USA
  • Randall Fraser

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Paul J. Fochler, II

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Chris Ellington CLU®, ChFC®, CFP®, RICP-Vice President

    Full Bio 
    Address: 500 Sun Valley Dr, Roswell, GA 30076, USA
  • Adam Edelstein

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Keith Dykes – Executive Vice President

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Sarah Dozier Vice President – Disability Income Specialist

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Paul DeMersseman – Vice President

    Full Bio 
    Address: 649 S Milledge Ave, Athens, GA 30605, USA
  • Rob Delucas ChFC

    Full Bio 
    Address: 9019 Overlook Blvd, Brentwood, TN 37027, USA
  • Dustin Dawes – Disability Income Specialist

    Full Bio 
    Address: 9019 Overlook Blvd #1, Brentwood, TN 37027, USA
  • Larry Crisp, MBA, CLU®, ChFC®, CASL

    Full Bio 
    Address: 4256 Lomac St #100, Montgomery, AL 36106, USA
  • Hubert Cooke III

    Full Bio 
    Address: 3525 Walton Way Ext #201, Augusta, GA 30909, USA
  • Bill Coffey FLMI – Vice President

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Josh Cobb – Vice President

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Jim Caswell III, CFP® – Vice President

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Brian Carden

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Peter Cantwell

    Full Bio 
    Address: 720 W 1st N St, Morristown, TN 37814, USA
  • Katie Amy

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Alfred P. Robertson, CLU®, ChFC®

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • John E. Hill, JD, LLM

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Mark Burkholder

    Full Bio 
    Address: 2151 Highland St #100, Birmingham, AL 35217, USA
  • David Burch CLU®, ChFC® – Vice President

    Full Bio 
    Address: 1612 Frederica Rd #201, Saint Simons Island, GA 31522, USA
  • Charlie Buffington ChFC®, CFP®

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Josh Brock

    Full Bio 
    Address: 111 Leake Street, Cartersville, GA 30120, USA
  • Gayle Bowers

    Full Bio 
    Address: 9019 Overlook Boulevard #1, Brentwood, TN 37027, USA
  • Russell Bolton

    Full Bio 
    Address: 5040 Roswell Road, Atlanta, GA 30342, USA
  • Robert Mathis CLU®

    Full Bio 
    Address: 5040 Roswell Road, Atlanta, GA 30342, USA
  • Keays Bass

    Full Bio 
    Address: 5040 Roswell Road, Atlanta, GA 30342, USA
  • Alan Banks – Vice President

    Full Bio 
    Address: 511 Long Hollow Pike, Goodlettsville, TN 37072, USA
  • Thomas Argent

    Full Bio 
    Address: 2151 Highland Ct #100, Birmingham, AL 35205, USA
  • Bill Anderson

    Full Bio 
    Address: 9019 Overlook Boulevard #1, Brentwood, TN 37027, USA
  • Andrew J. Meehan, CLU®, ChFC®

    Full Bio 
    Address: 2151 Highland Ave S #100, Birmingham, AL 35205, USA
  • D. Bradley Stonecipher

    Full Bio 
    Address: 5040 Roswell Rd, Atlanta, GA 30342, USA
  • Darrell L. “Corky” Dawes, CLU®, ChFC®

    Full Bio 
    Address: 5040 Roswell Rd NE, Atlanta, GA 30342, USA
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© 2017 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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