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Executive Founder
Advisory South
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
Executive Member
Agile Consulting Group, Inc.
Agile Consulting Group’s sales tax consultants assist our clients by aligning their tax & accounting systems to ensure compliance while maximizing the benefit of the exemptions for which they qualify.
Gold Sponsor
Capital Insight Group
Personal financial planning and asset management for successful families and individuals. Securities and advisory services offered through The Strategic Financial Alliance, Inc., member FINRA, SIPC.
Diamond Sponsor
Childs Company
Creating and preserving wealth for business owners, executives, retirees and young professionals.
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Gold Sponsor
Country Financial
Country Financial provides you with financial security by insuring your auto, home, life, and business. We're also one of the few companies in America that offers long term care insurance.
Executive Member
EXCEL Federal Credit Union
EXCEL FCU is a not-for-profit financial institution, providing a full range of financial products & services. We offer higher rates on deposits & lower rates on loans than most financial institutions.
Diamond Sponsor
IBERIABANK
IBERIABANK (formerly Ga Commerce Bank) has been a solid pillar of the Peachtree Corners community. Their team is ready to meet your banking needs.
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Gold Sponsor
McDermott Financial Solutions
McDermott Financial Solutions is the home of Bill McDermott. We guide business owners from financial confusion to clarity. Bill also hosts ProfitSense on Business Radio X.
Executive Member
Tandem Bank
Tandem Bank is a full-service community bank with our flagship location in Tucker, GA. Tandem was built with technology and personal service in mind.
Gold Sponsor
THE KALLY GROUP INC
A BUSINESS FORMATION, MANAGEMENT, ACCOUNTING, TAX PLANNING AND ENTREPRENEURIAL TRAINING FIRM
Aflac
Aflac supplemental policies (Accident; Short-term disability; Hospitalization and Cancer) providing cash benefits when it is needed most. Great benefit for employers to make available for employees.
EMS of Georgia (Electronic Merchant Systems)
MERCHANT SERVICES/TOTAL TOUCH POS CLOUD BASED SYSTEMS/SHOPPING CARTS/INTERNET GATEWAYS/BUSINESS TO BUSINESS :YOU GOT PLASTIC SWIPE IT"
HealthMarkets
20 years working with entrepreneurs on Wall Street. 10 years independent agent with Health Markets in Atlanta Metro. I provide creative solutions for businesses on their Health Benefits.
MassMutual Perimeter
Living Mutual and enjoy Life Today! The future belongs to those who plan!
RockRidge Financial Services LLC
RockRidge Financial Services is a CPA firm, focused on providing outsourced CFO and strategic financial advisory services to its corporate clients. Caters to companies from pre-revenue to $60M
