Your HomeTown 401(k)® Service Team

Over 25 years of business and industry experience. Passionate about helping entrepreneurs grow their business, protect their net worth and enhance their retirement plans. B.A. from Mercer University, Certified Financial Planning (CFP)...

10 years of office management experience. B.A. in Business Administration from Kennesaw State University with an emphasis in Management and Entrepreneurship. Working toward M.B.A. in Organizational Mgmt. Focused on...

20 years of business ownership and agency experience. B.A. in Human Resources and Management Navigated the increasingly challenging world of health care for employer groups >100 to individuals needing Exchange guidance and everything...

Degree in Mathematics from Georgia Highlands College Implements a proprietary client specific Education Policy Statement (EPS) that facilitates the required educational delivery to all participants Manage and distribute consistent...