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Striving to inject her unique flair into the realm of contemporary fiction, Award-Winning, Best-Selling author and blogger, Ni’cola Mitchell enter the literary scene with one main objective: To Stimulate Your Mind, One Word at a Time. Through her independent publishing company NCM Publishing, Ni’cola published numerous titles which have been featur…
 
Managing Partner Duart Mull:Responsible for overseeing the investment of funds held in trust by Duart Mull. Duties include evaluating new investment opportunities, overseeing the outside fund managers, directly managing the firm’s private equity placements, enhancing the enterprise value of portfolio companies through active strategic leadership an…
 
http://www.nzingaharrisonmd.com/A well-respected physician, administrator and educator, Dr. Harrison is an expert dedicated to providing education and support to the public, allied health professionals, physicians and healthcare organizations.
 
Casey Tyler Smith, Investment Advisor RepresentativePresident – PrincipalCasey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which la…
 
As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations.In 2004, Dan simu…
 
Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received …
 
Courtnay Bazemore has over 20 years of experience in individual tax compliance and planning, estate planning, family partnerships and trusts and estates. She also advises individuals in the complex areas of executive compensation and philanthropic strategies. Courtnay'‚s Windham Brannon clients include high net-worth individuals as well as corporat…
 
Mark DiGiovanni grew up in Rochester, NY, the son of a firefighter and a homemaker. After graduating from SUNY, Oswego in 1975, Mark moved to Athens, GA to begin his first career as a teacher. Mark met his future wife in 1978, fellow teacher and Georgia native, Beth Rainwater. They married in 1983 and moved to Atlanta, and Mark began his career in …
 
Terri Lawson is a member of the tax department specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements.Terri joined the firm after graduation in 1988 a…
 
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Mark Lenox, the director of sales and marketing for Canterbury Court.
 
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Ken Stavas of Home Instead Senior Care.Ken has been the owner of Home Instead Senior Care since 1996 servicing over 3,300 clients. With a Master’s Degree in Psychology, he knows how important it is for seniors a…
 
Howard joined Argent Trust of Tennessee in April 2012 as Chief Executive Officer. As Chief Executive Officer, he serves families providing trust, investment, estate and family office services.Howard has more than three decades of experience. Prior to joining Argent, he has served as President of a 900 million trust company, the Managing Partner for…
 
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviewsEdwin J. Coons, Jr., CLU, ChFC®Edwin (Ed) Coons has been with National Life since 1953, and has established an accomplished career in the financial services industry.Throughout his distinctive career, Ed has show…
 
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Dave Savage. Beverly Molander and Dave Savage (of http://heartfeltmemorialservices.com) are writing, editing and collaborating on a book to share detailed and practical advice, ideas, experiences to help you cre…
 
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and best-selling author Shane Smith interviews Patrick Renn.Pat is the founder and president of The Renn Wealth Management Group, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional with more than 35 years’ experience in counseling high-net-worth individu…
 
http://theestateattorneyatlanta.com/ Nationally recognized Atlanta Estate Attorney and best-selling author Shane Smith interviews J. Kavanaugh Tucker.Prior to founding SouthCap Brokerage Group, Kav was a Vice President at Credit Suisse in their Longevity Markets Group. At Credit Suisse he focused on longevity & mortality products. Previously, he sp…
 
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