Broker Check

Our Community Of Financial Associates

Our Leadership Team

Rose Ann McDonald

Rose Ann McDonald

Interim General Agent

770-510-5108

770-512-5155

Matthew Keiss

Matthew Keiss

Executive Vice President

770-512-5118

770-512-5155

Scott Vetten

Scott Vetten

Controls and Operations Manager

770-512-5110

770-512-5155

Our Associates

Carolyn Burgin

Carolyn Burgin, MBA

Financial Planner, Investment Adviser Representative, Equity Services, Inc.

(770) 356-3381

770-512-5155

Debbie Dorman

Debbie Dorman

Financial Advisor

770-377-4941

770-512-5155

Esther Latham

 Esther Latham, MSM

Insurance Broker, National Life Group and Investment Adviser Representative, Equity Services, Inc.

404-984-2206

770-512-5155

Gary  Eastridge

Gary Eastridge

Financial Professional

404-452-2475

770-512-5155

Jessica Yi

Jessica Yi

Financial Professional

770-512-5176

770-512-5155

Jim Conant

Jim Conant

Financial Professional

770-512-5142

770-512-5155

Joey Patterson

Joey Patterson

Financial Professional

770-512-5120

770-512-5155

Leida  Speller

Leida Speller

Financial Professional

770-512-5132

770-512-5155

Mario  Luque

Mario Luque

Financial Professional

770-512-5100

770-512-5155

Megan Harris

Megan Harris

Financial Professional

770-512-5107

770-512-5155

Michael  Robinson

Michael Robinson

Financial Professional

770-512-5140

770-512-5155

Reginald Beason

Reginald Beason

Case Design Specialist/Financial Representative

770-512-5145

770-512-5155

Trish Haynes

Trish Haynes

Vice President, Financial Professional

770-512-5100

770-512-5155

Wei Li

Wei Li

Financial Advisor

770-512-5185

770-512-5155

Our Staff

Kathy Sullivan

Kathy Sullivan

Compliance Coordinator

770-512-5180

770-512-5155

Our Leadership