2010 is a very exciting new year for Alberty Financial Planning Services, Inc. We are providing the same objective fee-only, advice-only services with quite a few new faces and expertise.
We are thrilled to introduce and welcome our new members of the Alberty Financial Planning Services Team.
First, I would like to welcome Leanne Morse to the team as the Vice President of Operations. Leanne brings a strong accounting background, an MBA and a great deal of experience from Chrysler and UGA. Leanne’s positive attitude and work ethic is a tremendous asset to AFPS and we are delighted to welcome her to the team.
I would also like to introduce and welcome our new Professional Implementation Resource team members:
Investment Team:
Matt McKiney, a financial advisor with Edward Jones in Watkinsville, Georgia.
Matthew J. Riedemann managing director and real estate portfolio manager for Ashford Capital Partners, Inc in Atlanta, Georgia.
Estate Attorney:
Jim Spratt owner of The Bowden Spratt Law Firm, P.C. in Atlanta, Georgia.
CPAs:
Jim Polk managing member of The James Polk Company in Atlanta, Georgia.
Alesia Burch, managing partner of Burch, Crooms and Company LLP in Hartwell, Georgia.
Karen Crooms, partner of Burch, Crooms and Company LLP in Hartwell, Georgia.
Insurance
Denise Willoughby account executive with Rutherfoord in Atlanta, Georgia.
David L Romero, GBA with Rutherfoord-Benefits in Charlotte, NC.
We are honored to have the opportunity to work with the professionals on our implementation resource team. Our IR team members are professionals who have proven to be at the top of their field. Please visit http://www.albertyfinancial.com/about-us/implementation-resources/ to view our entire Implementation Resource Team and their contact information.
Last but not least, I would like to welcome our interns to the team for the Spring 2010 semester. Jeff Rosengarten and Kelley Mundrick are both very talented students from the University of Georgia. You will hear from them often on our twitter page and our blog posts.
We are looking forward to a prosperous New Year in 2010 as we continue to provide our clients with top notch, comprehensive, and objective financial planning advice.
Sorry, the comment form is closed at this time.