Implementation Resources Team
Alberty Financial will work with your existing team of professionals to implement your plan. Or you may choose to work with any of our reputable and experienced implementation resources (Please note that Alberty Financial does not participate in any fee sharing or referral fee arrangements with any of our implementation resources.). We routinely assist our clients with choosing professionals that are well suited for our clients’ plan implementation, budget and communication needs.
Investment
Home Mortgage
Judy Adams
Bank of America
Frank Hill
First American Bank
Attorneys
Estate Tax
David Golden, J.D., CPA
Troutman Sanders LLP
James D. Spratt, Jr.
The Bowden Spratt Law Firm, P.C.
(404) 523-8323 (f)
Family Law
Charla E. Strawser
Callner, Portnoy, and Stawser, P.C.
Corporate Executor & Trustee
CPAs
Verner H. Free, CPA
(678) 318-8166 (o)
(678) 318-8169 (f)

Alesia Burch, CPA & Karen Crooms, CPA
Burch, Crooms and Company LLP
Insurance Resources
Commercial P&C, Employee Benefits & Personal Insurance
Denise Willoughby
Rutherfoord - Atlanta
David L. Romero, GBA
Rutherfoord - Charlotte
Life Insurance
Matthew P. Siple
Northwestern Mutual Financial Network


