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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Home Office

Mike Panter

Mike Panter

Founder, President, and CEO

(706) 632-3526

(706) 632-5816

Vicky O'Neal

Vicky O'Neal

Principal, Associate Partner, Director of Employee Benefits

(706) 632-3526

(706) 632-5816

Matthew Johnson

Matthew Johnson

Director of Operations & Financial Advisor

(706) 632-3526

(706) 632-5816

Terresa McClure

Terresa McClure

Administrative Assistant, Insurance and Financial Services

(706) 632-3526

(706) 632-5816

Krista Pope

Krista Pope

Registered Assistant

(706) 632-3526

(706) 632-5816

Jacqueline Kiker-Brown

Jacqueline Kiker-Brown

Director of Communications

(706) 632-3526

(706) 632-5816

Alabama

Kathryne Brugge

Kathryne Brugge

Associate Partner, Regional Marketing Director, Insurance and Employee Benefits

(205) 837-5398

(866) 872-0277

Marianna Honeycutt

Marianna Honeycutt

Associate, Insurance and Employee Benefits

(256) 710-1697

Shawn R. Stewart

Shawn R. Stewart

Associate, Insurance and Employee Benefits

(205) 410-3988

(205) 374-0111

Florida

Rodney Amicone

Rodney Amicone

Associate, Regional Marketing Director, Insurance and Financial Services

(407) 734-1504

(407) 562-3997

Samantha Bond

Samantha Bond

Associate, Insurance and Employee Benefits

(813) 441-0477

Georgia

Jim Allen

Jim Allen

Associate Partner, Regional Marketing Director, Insurance and Financial Services

(800) 786-0752

(706) 632-5816

Mark Belongie

Mark Belongie

Associate Partner, Director of Lifestyle Enrich Program

(770) 855-7378

Mark Busby

Mark Busby

Associate, Insurance and Financial Services

(706) 235-2289

(706) 232-6551

Mike Stamps, CBC

Mike Stamps, CBC

Chartered Benefits Consultant, Associate Partner- Professional Transition & Exit Strategies Group

(800) 786-0752

(706) 632-5816

Susan Vardeman

Susan Vardeman

Associate, Insurance and Employee Benefits

(706) 781-8758

Ed Wilkin

Ed Wilkin

Associate, Insurance and Financial Services

(800) 811-8195

(678) 609-4342

Bruce Winston

Bruce Winston

CPA, Associate Partner

(866) 843-7801

(678) 623-0555

Illinois

Mark Enright

Mark Enright

Associate, Insurance and Employee Benefits

(630) 310-1922

(815) 461-1047

Maryland

Gayle Duffy

Gayle Duffy

Associate, Insurance and Employee Benefits

(301) 491-6978

(301) 582-0507

Marc Laborde

Marc Laborde

Associate Partner, Regional Marketing Director, Insurance and Employee Benefits

(301) 672-1112

(886) 605-6574

Pam Dinterman

Associate, Insurance and Employee Benefits

(410) 207-5341

(410) 489-7421

Mississippi

Matt McAfee

Matt McAfee

Associate, Regional Marketing Director, Insurance and Financial Services

662-461-8989

North Carolina

C.J. York

C.J. York

Associate, Insurance and Employee Benefits

(336) 240-4832

Gary Spellman

Gary Spellman

Associate, Regional Marketing Director, Insurance and Employee Benefits

(704) 846-2256

(980) 226-6299

Ohio

Mike Sheehan

Mike Sheehan

Associate Partner, Regional Marketing Director, Insurance and Financial Services

(330) 592-5740

Pennsylvania

Dennis Lynch

Dennis Lynch

Associate, Insurance and Employee Benefits

(610) 446-4641

(888) 834-8760

South Carolina

Martha Sentelle-Brown

Martha Sentelle-Brown

Associate, Insurance and Employee Benefits

(803) 451-4370

(803) 451-4371

Vernette Dees

Vernette Dees

Associate, Insurance and Employee Benefits

(803) 206-6120

Tennessee

Andy Engebretsen

Associate, Insurance and Financial Services

(803) 451-4370

(803) 451-4371

Garry Siddons, CLU, ChFC

Garry Siddons, CLU, ChFC

Associate, Insurance and Financial Services

(865) 567-0524

(865) 761-2232