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1755 North Brown Rd. - Suite 200 - Lawrenceville, GA 30043 - 770-338-7167

"Proudly Serving The Greater Atlanta Area"

Team

 

Darren Kubiak

Founder & Retirement Wealth Strategist

770-338-7167

I have been helping retirees and pre-retirees create strategies to sustain their savings and improve their lifestyles for over 30 years. Whether you are focused on wealth preservation, growth, or providing a legacy for your heirs, I...

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As the office’s Operations Manager, I am in charge of making sure that all paperwork is completed and filed in a timely manner. I am also the main contact for all clients. I take calls, answer questions, and work closely with Darren...

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As the Director of Client Relations I am the initial contact for all clients and prospects regarding appointments and information pertaining to our office. I handle the daily intake of phone calls and ensure that everyone is well taken...

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Tracy Burtz

Event Assistant

As one of the Event Assistants my first priority is to ensure you feel welcomed, comfortable and relaxed. Having a positive and unique experience is our ultimate goal.

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Tracy Kakos

Event Assistant

As one of the Event Assistants my first priority is to ensure you feel welcomed, comfortable and relaxed. Having a positive and unique experience is our ultimate goal.

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Justin Tolbert

Director of First Impressions

770-338-7167

As the team’s Director of First Impressions, my primary duty is to give every client that calls or visits our office an extraordinary experience. Stellar service is one of our priorities, and I take pride in being a cheerful and...

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