Our Team
At our firm, we have the client—and only the client—in mind.
Our mission is to understand your long-term goals and assist you in developing the strategies that address your concerns and priorities.
All of our energy, commitment, and efforts are focused on you the client, and your satisfaction. We meet with clients periodically through out the year to monitor the plan’s strategies and make necessary adjustments.
“Time is either your friend or your enemy when planning for your retirement. Make it your friend.” Please contact us.
ROBERT COX
President and Lead Advisor
Robert Cox resides in Suwanee Georgia with his wife and two daughters. He has been active in All Pro Dads and other activities that support his daughters’ interests. Robert originates from Louisville, Kentucky and graduated with a B.B.A. from Eastern Kentucky University. In a few years he positioned his financial and technology knowledge into consulting assignments that included Fortune 500 firms General Motors, Ford Motor Company, Proctor & Gamble, American Steel Corporation and various financial and banking entities.
Training and community service has been a passion of Robert’s beginning with its roots in his 3 years with the Louisville Jaycees and 10+ years with the Atlanta Jaycees and serving as its president. The opportunity to help others thru building community focused organizations was especially rewarding. Robert was awarded the international JCI Senator designation as recognition for his contributions.
In 1994 Robert launched his own training company providing financial and non-financial courses that served employees of clients in 9 states. In 2009 the focus became primarily personal financial courses with emphasis on retirement planning. Robert has attained a life insurance license and completed the SEC Series 65 exam. He continues to offer public courses while also working with individual retirement planning clients across the southeastern U.S.A.
Robert’s certifications and designations include:
RICP – Retirement Income Certified Professional
CFF – Certified Financial Fiduciary
SEC Series 65 Exam Qualified
Medicare certified to assist clients in Medicare plan selection
JEFFREY WOOD
Paraplanner
Jeffrey is a skilled paraplanner with over twenty plus years of experience in the banking and finance industries. He holds a bachelor’s degree in Family and Consumer Sciences from the University of Georgia. Jeffrey supports our clients by gathering client key information, conducting financial analysis, and preparing detailed financial plans. His attention to detail and clear communication skills helps clients achieve their retirement and financial goals and greater peace of mind.
Jeffrey is a native born Georgian and enjoys hiking and other outdoor activities and spending time with family and friends.
Jeffrey’s license and certifications include:
CSA – Certified Senior Advisor
Georgia Life and Health Agent License
YULIYA WEIGHT
Medicare Planning Specialist
Yuliya assists clients with Medicare planning and answers client questions during the year. She has a medical field background which adds more value to her work in guiding clients to choose the best plan. Yuliya also assists us in planning events and you will see her checking in attendees at our educational workshops for financial and Medicare topics. She is an avid cat lover with 3 of her own!
Yuliya’s Certifications and licenses include:
Medicare AHIP Annual Certification
Georgia Life and Health Agent License
LISA PETTIPAS
Client Support Specialist
Lisa supports our advisors by preparing the key information items for our periodic and yearly client planning review sessions. Lisa also coordinates the reporting for our compliance requirements for state and federal regulatory agencies. In addition she monitors and confirms our workshop registrations with each individual person’s registration and confirms that they proper directions to the event site. Lisa has earned the Certified Senior Advisor Certification (CSA).
ELIZABETH YOUNG
Elizabeth also fills the role of Medicare Planning Specialist and spends most of her efforts assisting our new and current Medicare clients in the metropolitan Atlanta area. Elizabeth has a passion of working with seniors. She lives in Cumming GA and she and her husband have 2 daughters.
Elizabeth’s Certifications and licenses include:
Georgia Life and Health Agent License
Medicare AHIP Annual Certification