

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- New Investors
- Business Retirement Plans
- Estate & Legacy Strategies

Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Community Outreach
- Health & Nutrition
- Personal Fitness
- Spending Time with Family
- Traveling
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(888) 331-8071Branch Team
- Cathy Roderick
- Sr. Branch Office Administrator
- Allison Husk
- Branch Office Administrator
Branch Team
Office Address
81 Crown Mountain PlaceSuite B-500
Dahlonega, GA 30533opens in a new window
Mailing address
Po Box 217Dahlonega, GA 30533
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