ssa.gov

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bankrate.com

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consumer.ftc.gov

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irs.gov

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investopedia.com

Is there a financial term that you don't understand?  Find all things financial (in plain English) here.

legalzoom.com

The low-cost, DIY option for completing simple and necessary estate planning documents.  (Contact us if your planning requires a local estate planning attorney).

annualcreditreport.com

The FREE option to get your credit report.

mint.com

Aggregate your accounts (for free), track spending categories, set a budget, and monitor your credit score.

Brett joined Johns Creek Financial in 2018 as an independent affiliate and personal wealth advisor.  He has over 10 years experience focused on managing the investments and planning needs of a divers base of families and individuals.

Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA.  He holds both the CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst designations.  Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp. 

Joe provides Comprehensive Wealth Management and Retirement Planning, with a focus on investment, tax, estate, charitable, and retirement distribution strategies for high net worth individuals and families.

 

Prior to joining JCF as an independent affiliate, Joe spent 10+ years with Fidelity Investments and was responsible for providing wealth management services for over 450 clients exceeding $550 million in assets.  He leverages vast experience to provide highly personalized service, utilizing a wide array of financial planning and portfolio management resources.

 

Joe holds a Finance degree from the University of Cincinnati College of Business and completed the Executive Program in Financial Planning  through the University of Georgia.  He and his wife, Kristin, live in Brookhaven and are members of Northpoint Church.  Joe enjoys travel and playing golf. 

The Gates  

5400 Laurel Springs Pkwy,  Building 1300, Suite 1302,  Johns Creek, GA  30024      

P  770.889.8991     F  770.888.2207 

Mon - Thurs:  8 - 5 

Fri:  8 - 12

Sat & Sun:  Closed

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© Copyright 2018, Johns Creek Financial | 5400 Laurel Springs Pkwy, Suite 1302, Johns Creek, GA 30024-6056

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. (www.finra.org) (www.sipc.org) Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Johns Creek Financial is not affiliated with Kestra IS or Kestra AS. Kestra AS, Kestra IS, and Johns Creek Financial do not provide tax or legal advice.

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