| Atlanta
Join us in congratulating our newest Group Leader! Reach out via their email below to make a connection. If you know someone who would be a prospective member for Gwinnett, please feel free to make an introduction.
Join us in welcoming our newest members! Reach out via their email below to make a connection.
BIP Wealth
(712) 261-9999
abunch@bipwealth.com
Investment Advisor
Home Group: Gwinnett
Firepower Teams
Owner / President / Business Catalyst
(770) 315-6297
maria@firepowerteams.com
Human Resources
Home Group: Gwinnett
Strategic Planning Group
Financial Advisor
(404) 456-0600
raygodleski@gmail.com
Financial Service
Home Group: Gwinnett
Bio: Help individuals, families and business owners achieve better results.
B2B CFO
Partner
(770) 876-2447
terryhess@b2bcfo.com
Financial Service
Home Group: Midtown 2
Beckage PLLC
(518) 319-7228
khilburger@beckage.com
Attorney
Home Group: Alpharetta
Fifth Third Private Bank
Wealth Management Advisor
(678) 360-8991
kevin.johns@53.com
Banking Finance
Home Group: Gwinnett
Ameriprise Financial Services, LLC
Associate Vice President
(404) 460-1760
krystall.king@ampf.com
Investment Advisor
Home Group: Buckhead 3
Bio: My practice is designed to help individuals build and keep more of their own money. Execution and accountability are key and reviewed regularly to ensure clients are on the path to making their dreams happen.
Cushman & Wakefield
Managing Director
(404) 431-3415
john.mcmann@cushwake.com
Financial Service
Home Group: Alpharetta
Colony Bank
Senior Vice President
(404) 435-6821
joshuadosborne@gmail.com
Banking Finance
Home Group: Gwinnett
Avison Young (Commercial Real Estate)
Office Tenant Advisor | Occupier Solutions
(404) 865-3669
scott.perry@avisonyoung.com
Real Estate
Home Group: Alpharetta
Bio: 15+ years of managing real estate for companies that occupy space through leasing or purchasing.
Sutter & Company, LLC
Agency Owner & Principal
(678) 634-2800
rsutter410@gmail.com
Insurance
Home Group: Gwinnett
Bio: Insurance pro with over 30 years of client service; Employee Benefits, Executive Benefits, Commercial Risk, D&O.
Thelen Financial Inc.
President | Fractional CFO
(770) 527-6574
pthelen@thelenfinancial.com
Consultant Service
Home Group: Alpharetta
Bio: Provides CFO-level support to small and medium-sized businesses and owners looking for better cash management, profit improvement, expense reduction, timely financials, financial modeling, KPIs or exit/succession planning.
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
Date: Thursday, March 17, 2022
Time: 12:00pm – 1:00pm
When: Thursday, March 24th 5:00-7:00 pm
Where: The Buckhead Club
3344 Peachtree Rd NE Suite 2600, Atlanta, GA 30326
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