Our clients' needs are diverse, from simple individual planning, to families and businesses with complex challenges involving generational differences. We have a team with over 100 years of combined experience. Supporting these efforts involves communication and immersion which can only be found in a personalized practice which treats you like family.
Mike is a graduate of the University of Georgia and has been in practice for over 25 years. He began his career with Prudential in 1993 and later attended Oglethorpe University in Atlanta to obtain his designation as a CERTIFIED FINANCIAL PLANNER™. In 2002, he launched Johns Creek Financial. Mike believes there is no such thing as an independent financial decision, as a proper financial plan should not only include asset management, but must also include a risk management strategy and legacy planning.
"I truly believe that if you have worked very hard to achieve monetary success, your financial plan should guide you on how to best enjoy that success "now" and ensure it will last a lifetime. Money is an enabler to help you achieve the things you want in life."
Mike lives in Roswell, is an avid supporter of UGA, and enjoys golf.
Leslie began working with insurance and investments in 2003 and rejoined Johns Creek Financial in 2015. She holds her Series 7, 63, 24, and 65 securities licenses and functions as the investment coordinator; compliance monitor; and customer service liaison between clients, our broker-dealer, and other investment professionals.
Leslie primarily guides clients through establishing and servicing investment accounts and insurance products. She also provides timely responses to trade requests, technology support, client referrals, and financial planning matters.
She has a B.S. in Zoology from NDSU, a paraplanner certificate from The American College, and a paralegal certificate from the Center for Legal Studies / UGA. Leslie and her husband, Chris, reside in Suwanee with their numerous furry family members and stay busy with volunteering, DIY projects, gardening, and travel.
Ken Trinklein, MBA
Brian is an Advisor at Johns Creek Financial with extensive experience in the areas of investment management, tax planning, retirement planning, and estate planning. He works with high-net worth families, corporate executives, and business owners to develop customized planning solutions.
Prior to joining Johns Creek Financial he worked at Redwood Wealth Management and Fidelity Investments. Brian holds a bachelor’s degree from West Virginia University. He also obtained the CERTIFIED FINANCIAL PLANNER™ designation through University of Georgia Terry College of Business.
Brian was the winner of Barron’s 2016 Market Forecasting Challenge by achieving the highest score in the contest’s 15-year history. The Market Forecasting Challenge tests general knowledge and predictions on financial markets and economic trends.
Brian lives in Roswell with his three daughters Kaitlin, Emily, and Caroline. Brian enjoys spending time with his family, personal fitness, and is an avid golfer. Brian is a member of Golf Club of Georgia and Horseshoe Bend Country club. He also enjoys cheering on his alma mater, West Virginia University, and all the Atlanta sports teams.
Insurance, Client Scheduling, & Bookkeeping Manager
Stacie joined Johns Creek Financial in 2018 as the Insurance Specialist & Scheduling Manager. She is in charge of special projects, appointment scheduling, insurance underwriting, and numerous vital behind-the-scenes functions like bookkeeping and client recognition.
With over 15 years experience in providing administrative support and outstanding customer service, her project management and problem solving skills are an invaluable asset to the firm. She holds a B.S. in Business Management from Oral Roberts University.
Stacie and her husband, Brad, have been married for 20 incredible years. They are blessed to have three wonderful boys, Justin, Reid, and Michael; and their amazing dog, Stanford. The family stays active with the boys' sports, school events, and community outreaches.
Eric T. Duncan, Jr.
Partner Emeritus &
Eric began his financial services practice in 1996 and draws on over 45 years of domestic and international banking, financial management, and consulting experience. He also serves as an independent Trustee for clients who need an objective third party for estate planning purposes. Eric formally retired as an advisor in 2018 but continues to develop and nurture client relationships.
Eric earned his Bachelor of Business Administration from the University of Mississippi and is a member of Rotary International and acting President of the local Forsyth County Rotary club.
Eric resides in Suwanee with his wife, Linda. They are enjoying a growing family, travel, and a wide variety of social activities in the Johns Creek area.
Ken graduated summa cum laude with a B.S.B.A in financial services, holds an MBA degree, and developed his financial planning skills with two leaders in the industry as both a planner and manager.
He now works as an independent affiliate with Johns Creek Financial providing quality comprehensive strategic advice and integrated financial solutions.
“I work very closely with my clients as an advocate for them, assisting in the development of their life goals and implementation of strategies to accomplish those goals. I work with people having issues ranging from the very complex to those simply requiring basic guidance.”
Joy received her Certified Public Accountant designation in 1985 and MBA in 1988. She previously worked for a Fortune 500 company before joining Johns Creek Financial in 2004. She is responsible for consulting on internal financial reporting, bookkeeping, and accounts payable.
Joy recently retired in 2020 to devote more time to her growing family.
She and her husband, Ruben, reside in Alpharetta and are active in the local community with their church and charitable activities.
Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS) do not provide legal or tax advice and are not Certified Public Accounting firms. Certain Representatives of Kestra IS may be Certified Public Accountants and in their individual capacity provide accounting and tax services for which Kestra IS and Kestra AS are not responsible.