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

ARH Group
Merrill Lynch

David A. Perkins, J.D., CPA, CFP
Carolinas Investment Consulting, LLC

Garry Schaefer
Peachtree Investment Partners

Matthew McKinney
Edward Jones

Matthew J. Riedemann
Ashford Capital Partners, Inc

Home Mortgage

Judy Adams
Bank of America

Frank Hill
First American Bank

Attorneys

Estate Tax

Bert Whitmire, J.D., CPA
Fortson, Bentley and Griffin, P.A.

David Golden, J.D., CPA
Troutman Sanders LLP

James D. Spratt, Jr.
The Bowden Spratt Law Firm, P.C.

(404) 523-8337 (o)
(404) 523-8323 (f)

Family Law

Kathy L. Portnoy
Callner, Portnoy, and Stawser, P.C.

Charla E. Strawser
Callner, Portnoy, and Stawser, P.C.

Corporate Executor & Trustee

Kemp Gaskill
First American Bank

CPAs

Verner H. Free, CPA
(678) 318-8166 (o)
(678) 318-8169 (f)

James A. Polk, CPA
The James Polk Company

Alesia Burch, CPA & Karen Crooms, CPA
Burch, Crooms and Company LLP

Insurance Resources

Commercial P&C, Employee Benefits & Personal Insurance

Mike Gautreaux, CPCU
A.I. Insurance Group

Denise Willoughby
Rutherfoord - Atlanta

David L. Romero, GBA
Rutherfoord - Charlotte

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Life Insurance

F. Weldon Baird, CLU, ChFC
The Baird Group

Matthew P. Siple
Northwestern Mutual Financial Network

Elder Care

Elaine Gunter, RN, BSN, CCM, A-CCC
Aging Resources