Our Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Jeff Bulvin
Managing Partner

Patty Everette
Managing Associate

Patrick Hanna
Managing Associate

Peter Weinbaum
Managing Associate

M. Steven Brotherton
Advanced Market Manager

Gary Lear
Investment Specialist

Paul Lee
Brokerage Manager

Carolyn Williams
Operations Manager

Tom Bailey
Financial Representative

Jay Baldwin
Financial Representative

Steven Bontempi
Financial Representative

Brian Brennan
Financial Representative

Alicia Chau
Financial Representative
Chau Financial Group
Doraville, GA

Steven Cross
Financial Representative

Cathy Genty
Financial Representative

Richard Glogg
Financial Representative

Jeff Goldstein
Financial Representative

Steve Harrison
Financial Representative

Pamela Hoppe
Financial Services Representative
CA Insurance License #0F06191

Frank Kellert
Financial Representative

Carol LaBranche
Financial Representative

James Logan
Financial Representative

David Macer
Financial Representative

Will Maddox
Financial Representative

Keith Maley
Financial Representative

Jodi McMahon
Financial Services Representative
Financial Planner

Marc Michael
Financial Representative

David Morgan
Financial Representative

John Morris
Financial Representative

Larry Neal
Financial Representative

Robb Pitts
Financial Representative

Holly Pitts
Licensing Coordinator

R. Hunt Purdy
Controls Director
Registered Representative

Rudy Rodriguez
Financial Representative
New England Financial
Duluth, GA

Lisa Sisson
Agency Recruiting Director

Robert Small
Financial Representative

Nancy Sobin
Financial Representative

Jennifer Stancil
Marketing Director

Bo Tran
Financial Representative