FOUNDATION FOR PERSONAL
FINANCIAL EDUCATION
Metro Atlanta, GA
WILL S.
ALLEN
Financial Advisor- Chapter Director
3225 Shallowford Road, Suite 900 Marietta, GA 30062
(678) 928-3398 phone
(770) 578-1391 fax
wallen@fpfenonprofit.org
Will Allen is a Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.
Will holds a Bachelor of Business Administration degree in Finance from the University of Georgia. Will also is a Financial Advisor with Sentara Capital, a RIA firm in Marietta, Georgia. Will is in his 20th year in the Financial Services industry.
Will finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security. With a desire to help people plan for their financial futures, Will assists individuals and families of all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today and tomorrow.
Will is married to his wife Amy and they have 3 sons- Liam, Tate and Silas.
PETER GLEICHMAN
Attorney of Law
321 Creekstone RidgeWoodstock, GA 30188
(770) 926-1957 Ext. 302 phone
(770) 926-8411 fax
Peter Gleichman is the Estate Planning Attorney for the Atlanta chapter of the Foundation for Personal Financial Education. Peter holds a Juris Doctor from the University of Maine School of Law, where he was a member of Law Review. After serving a judicial clerkship for the New Hampshire Supreme Court in 1982-83, Peter began practicing law in Portsmouth, New Hampshire, where he was and continues to be licensed in the States of New Hampshire and Maine.
After practicing in New England for 17 years, Peter and his family moved to Georgia in 2000, having become licensed in the State of Georgia the year before, in 1999. Peter practices with the Gleichman Law Firm in Woodstock. Estate planning has been an integral and essential part of his practice for the last 35 years. Peter is married to his wife Carol, and they have two children.
Peter finds great satisfaction is assisting individuals with estate planning in getting their affairs in order and thereby achieving peace of mind. Too many people procrastinate in obtaining even the most basic legal documents such as a last will and testament, financial power of attorney, and advanced directive for health care. The results of not having these important documents can be catastrophic and can be so easily avoided through education about their importance and ease of being put in place.
DONALD E. POTTS, CPA
Accountant
3225 Shallowford Road, Suite 900Marietta, GA 30062
(678) 213-2918 phone
(678) 213-2867 fax
Don holds a Bachelor of Business Administration degree in Accounting from Georgia State University. He has over 20 years of experience in tax, accounting, payroll, internal controls, financial analysis, international finance and budgeting and planning. He held several middle management positions in the private sector prior to starting his own tax and accounting practice. Don has been a CPA since May 1997 and is a member of the Georgia Society of CPA’s and the American institute of CPA’s
Your affairs are handled with strict confidentiality, under the highest standards of the accounting profession. Don works closely with the legal and financial advisors of his clients in a team approach. Working as a team, and utilizing the collective experience of the separate disciplines, provides the most beneficial result for the client. As the tax code continues to evolve and change, the need for well-trained and qualified tax professionals has never been greater. Hiring a tax professional to prepare your taxes could save you time and money in the long run on deductions you might have missed.
Don is married to his wife Julie and they have two children, Amy and Zachary.
LORI
KIRN
Mortgage Professional
631 N. Main Street, Suite 201 & 202
Alpharetta, GA 30009
(678) 644-1262 phone
(866) 261-5272 fax
Lori Kirn is the Residential Mortgage Advisor for the Atlanta chapter of the Foundation for Personal Financial Education. Lori holds a Bachelor of Science degree from University of Missouri. She has over 17 years of experience in the mortgage industry with a commitment to serve each client with integrity and professionalism.
Lori works diligently with each of her clients to get them a mortgage fit specifically for their needs. She doesn’t believe there is a “one size fits all “mortgage. In an industry that has become overwhelming an often confusing Lori and her team remain focused on the details to make the loan process and clear and simple as possible for each of her clients.
Lori married to Brent and they have 4 children and 1 grand daughter.
GABE
BRITTIN
Insurance Professional
Gabriel Brittin is a member of the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, Insurance Advisors and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset protection, insurance review planning and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.
Gabriel has a 7 year old daughter Taylor. He has been in the financial industry for the last 9 years with the last 5 years devoted primarily towards insurance asset protection. He started with Wells Fargo Advisors and am currently with Guardian Insurance Solutions. He enjoys trying to help with cost reduction strategy to save money and find the most financially efficient ways to look at their current and future stages in life to make sure they protect themselves as well as their loved ones.
3225 Shallowford Road, Suite 900Marietta, GA 30062
(678) 928-3398 phone
(770) 578-1391 fax
LEIGH
PAGE
Chapter Coordinator
3225 Shallowford Road, Suite 900Marietta, GA 30062
(678) 928-3398 phone
(770) 578-1391 fax