Our People

Leadership

Scott Greenfield

Chief Executive Officer

404-926-1301
Adam Bass

Chief Operating Officer

404-926-1310
Michelle Hill-Cochran

Chief Financial Officer

404-926-1333
Chris Rikard

Senior Vice President Corporate Solutions

864-420-9756
Chris Stewart

Senior Vice President Advanced Planning

404-926-1302
David L. Smith

Chief Compliance Officer

404-926-1391
David Feldstein

Managing Director

404-926-1353
Eric Grinberg

Senior Vice President

678-628-9310
Jackie Brobst

Managing Director of New Business

404-926-1347
Jessica Flowers

Vice President, Financial Advisor

404-926-1326
Jeff Heard

Senior Vice President of Operations

404-926-1314
Julie Abare

Vice President, Corporate Benefits

404-926-1360
Mike Cortazzo

Managing Director of Advanced Sales

404-926-1311
Tim Bonner

Managing Director

404-926-1352
Tim Whitehead

Senior Vice President. Agency Supervisory Officer

404-926-1392
Whit Sanning

Chief Development Officer

404-926-1375

Staff

Kevin Hamill

Head of Case Design

404-926-1365
Michelle Grey

Director of Recruiting

404-926-1385
Mollie Dramis

Marketing Coordinator

404-926-1316
Tasya Patterson

Recruiting Coordinator

404-926-1308

Associates

Arthur Bush
Financial Services Representative
404-926-1905
Vita Financial
Ashley Gaylor
Financial Services Representative
615-330-4835
Tennessee
Bill Kastelz
Managing Director, Financial Services Representative
904-440-2585
Florida
Brian Fox
CFBS Senior Vice President, Director of Financial Planning
678-873-6200
Georgia
Crystal Groover
CFP Vice President, Certified Financial Planner
404-926-1374
Core
David Capozzi
Senior Vice President, Financial Services Representative
615-551-6803
Tennessee
Dillon Smith
Vice President, Financial Services Representative
615-551-6807
Tennessee
James ‘Stan’ Bush Sr.
Financial Services Representative
404-926-1904
Vita Financial
James Bush Jr
Financial Services Representative
404-926-1908
Vita Financial
Jason Jones
ChFC, CLU Managing Director, Certified Financial Planner
404-926-1376
Core
Jeffrey H. Duncan
CLU, CFBS , AEP , CLTC , RICP Financial Advisor
404-926-1331
Core
Johnny Richardson
CLU®, ChFC, AEP, CLTC Managing Director
404-926-1327
Core
Jonathan Ward
CFP Vice President, Certified Financial Planner
404-926-1377
Core
Joshua Harper
ChFC, CLU Vice President, Certified Financial Planner
404-926-1303
Core
Justin Willmott
Financial Services Representative
404-926-1348
WealthMD
Mark Lerner ChFC, CLU
CLU®, CHFC, Managing Member
770-837-0435
LernerRouille
Mary Catherine Bloodworth
Vice President, Financial Services Representative
404-926-1386
Core
Matthew Ybarbo
Financial Services Representative
478-919-0763
Georgia
Mike Woods
CFP®, CDFA Managing Director, Certified Financial Planner
404-926-1323
Core
Missouri Hoppe
Financial Services Representative
404-926-1907
Vita Financial
Raymond Bardoul
CLU®, ChFC, AEP, CLTC Vice President, Financial Planner
404-926-1383
Core
Steven Bush
Financial Services Representative
404-926-1906
Vita Financial
Tommy Frasier
Financial Services Representative
931-252-4354
Tennessee
Travis Payne
CLU, CFP Managing Director, Certified Financial Planner
404-926-1364
Core