Congrats to Mr. and Mrs. Cason Crenshaw!! Cason joined our team back in June and he has been a great addition earning all of his financial advisor licenses and he is eager implement our TIGER process with our clients.
I am thrilled to initiate our training in Austin with Ed Slott and company. We integrate all of their instructional content into our TIGER Process for Financial Planning. #CFP #CKA
This week, my team and I were thrilled to sponsor the annual luncheon for the Snellville Senior Center, which was expertly hosted by the community directors who consistently deliver a range of engaging events that enrich the lives of seniors in our community.
LPL Focus 2025 was a standout event, delivering impactful breakout sessions that fueled innovative thinking. I’m excited to leverage these insights to empower my clients and drive growth. #CFP #CKA
We are pleased to announce the newest addition to our team, Cason Crenshaw. A recent graduate of the University of Georgia with a degree in Financial Planning, Cason will serve as our Client Service Manager before transitioning to Jr. Financial Advisor. Based in our Athens office, he looks forward to meeting everyone. Go Dawgs!!
We were proud to be part of the Pollack Family Foundation Celebrity Golf Classic this week, helping to drive positive change through its charitable work with CHOA and other local organizations.
